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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MW
76
Marcum Wealth
Ohio
$39.5M -$2.32M -10,994 -6%
PIMG
77
Patriot Investment Management Group
Tennessee
$38.4M +$14.4M +68,122 +61%
TFA
78
Trinity Financial Advisors
Ohio
$37.8M +$33.7M +159,753 +571%
CAN
79
Cetera Advisor Networks
California
$36.8M +$593K +2,816 +2%
TTWM
80
TCV Trust & Wealth Management
Virginia
$36.7M -$1.37M -6,482 -4%
NNP
81
Nachman Norwood & Parrott
South Carolina
$36.7M +$223K +1,059 +0.6%
Janney Montgomery Scott
82
Janney Montgomery Scott
Pennsylvania
$36.2M +$1.37M +6,525 +4%
GC
83
Garde Capital
Washington
$35.9M +$606K +2,876 +2%
UCFA
84
United Capital Financial Advisors
Texas
$35.7M +$4.09M +19,437 +13%
BlackRock
85
BlackRock
New York
$35M -$2.66M -12,614 -7%
HIMC
86
Heritage Investors Management Corp
Maryland
$34.3M -$551K -2,614 -2%
CAPTRUST Financial Advisors
87
CAPTRUST Financial Advisors
North Carolina
$34.3M +$18.8M +89,177 +125%
PAI
88
Pittenger & Anderson Inc
Nebraska
$34M +$3.8M +18,051 +13%
HSBC Holdings
89
HSBC Holdings
United Kingdom
$34M +$6.04M +28,674 +22%
SFS
90
Sowell Financial Services
Arkansas
$32.7M -$3.03M -14,371 -9%
BFG
91
Bouchey Financial Group
New York
$32.6M +$106K +505 +0.3%
AA
92
Aufman Associates
Pennsylvania
$32.4M -$1.33M -6,298 -4%
TFS
93
TrustCore Financial Services
Tennessee
$32.1M +$6.62M +31,407 +26%
FSWA
94
Financial Synergies Wealth Advisors
Texas
$32.1M -$683K -3,240 -2%
Natixis Advisors
95
Natixis Advisors
Massachusetts
$31.6M -$4.41M -20,924 -12%
CFB
96
Cullen/Frost Bankers
Texas
$31.4M -$984K -4,670 -3%
EWA
97
Evolution Wealth Advisors
Florida
$30.9M +$1.24M +5,902 +4%
AAS
98
Avantax Advisory Services
Texas
$30.6M +$3.46M +16,401 +13%
BBA
99
BLB&B Advisors
Pennsylvania
$29.2M -$750K -3,560 -3%
EIG
100
Ellenbecker Investment Group
Wisconsin
$29.1M +$1.46M +6,927 +5%