We are live on ! Find out more
VB icon

Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WSTAM
76
Wilbanks Smith & Thomas Asset Management
Virginia
$44.3M +$2.41M +10,884 +6%
RMDI
77
R.M. Davis Inc
Maine
$44.1M +$16.4M +73,926 +61%
Bessemer Group
78
Bessemer Group
New Jersey
$43.9M +$1.54M +6,945 +4%
Mercer Global Advisors
79
Mercer Global Advisors
Colorado
$43.5M +$1.75M +7,899 +4%
MW
80
Marcum Wealth
Ohio
$40.7M -$824K -3,716 -2%
UCFA
81
United Capital Financial Advisors
Texas
$39.7M +$2.06M +9,294 +6%
NNP
82
Nachman Norwood & Parrott
South Carolina
$39.5M +$849K +3,833 +2%
GC
83
Garde Capital
Washington
$39M +$1.21M +5,472 +3%
Janney Montgomery Scott
84
Janney Montgomery Scott
Pennsylvania
$38.5M +$428K +1,931 +1%
TTWM
85
TCV Trust & Wealth Management
Virginia
$38M -$677K -3,053 -2%
PAI
86
Pittenger & Anderson Inc
Nebraska
$36.7M +$842K +3,800 +2%
HIMC
87
Heritage Investors Management Corp
Maryland
$36M -$154K -693 -0.4%
PIMG
88
Patriot Investment Management Group
Tennessee
$35.9M -$4.35M -19,614 -11%
Natixis Advisors
89
Natixis Advisors
Massachusetts
$35.4M +$2.05M +9,267 +6%
TFS
90
TrustCore Financial Services
Tennessee
$35.1M +$1.3M +5,861 +4%
AAS
91
Avantax Advisory Services
Texas
$35.1M +$2.87M +12,960 +9%
BFG
92
Bouchey Financial Group
New York
$34.8M +$508K +2,291 +2%
CFB
93
Cullen/Frost Bankers
Texas
$34.4M +$1.39M +6,288 +4%
FSWA
94
Financial Synergies Wealth Advisors
Texas
$33.2M -$521K -2,352 -2%
EH
95
Equitable Holdings
New York
$33.1M +$3.01M +13,599 +10%
AA
96
Aufman Associates
Pennsylvania
$32.4M -$1.65M -7,446 -5%
EIG
97
Ellenbecker Investment Group
Wisconsin
$32.2M +$1.6M +7,224 +5%
EWA
98
Evolution Wealth Advisors
Florida
$32M -$513K -2,315 -2%
Legacy Financial Group (Iowa)
99
Legacy Financial Group (Iowa)
Iowa
$31.2M +$2.67M +12,058 +10%
MG
100
MilWealth Group
Wisconsin
$30.7M +$276K +1,247 +0.9%