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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MW
76
Marcum Wealth
Ohio
$42.6M +$4.86M +23,105 +13%
PAI
77
Pittenger & Anderson Inc
Nebraska
$41.5M +$2.42M +11,509 +6%
EH
78
Equitable Holdings
New York
$40.9M +$4.91M +23,307 +14%
AT
79
American Trust
Kentucky
$39.9M +$1.03M +4,900 +3%
TFS
80
TrustCore Financial Services
Tennessee
$39.5M +$13.7M +65,071 +54%
AAS
81
Avantax Advisory Services
Texas
$39.3M +$3.07M +14,569 +9%
JFGLC
82
Johnson Financial Group LLC (Colorado)
Colorado
$39.2M +$2.98M +14,136 +8%
UCFA
83
United Capital Financial Advisors
Texas
$39.1M +$158K +750 +0.4%
AAM
84
Autus Asset Management
Arizona
$38.4M -$13.4M -63,724 -26%
GC
85
Garde Capital
Washington
$37.9M -$1.56M -7,410 -4%
Mercer Global Advisors
86
Mercer Global Advisors
Colorado
$37.6M -$3.48M -16,508 -9%
CFG
87
Citizens Financial Group
Rhode Island
$37.3M +$841K +3,996 +2%
Janney Montgomery Scott
88
Janney Montgomery Scott
Pennsylvania
$36.8M -$1.28M -6,065 -3%
TTWM
89
TCV Trust & Wealth Management
Virginia
$36.2M +$220K +1,043 +0.6%
EIG
90
Ellenbecker Investment Group
Wisconsin
$35.8M +$1.69M +8,009 +5%
MMA
91
Miracle Mile Advisors
California
$35M +$1.56M +7,391 +5%
AFAS
92
Acorn Financial Advisory Services
Virginia
$34.2M +$6.08M +28,897 +22%
HIMC
93
Heritage Investors Management Corp
Maryland
$33.9M +$632 +3 +0%
MG
94
MilWealth Group
Wisconsin
$32.6M +$844K +4,010 +3%
Legacy Financial Group (Iowa)
95
Legacy Financial Group (Iowa)
Iowa
$31.5M +$6.36M +30,206 +26%
DOA
96
D'Orazio & Associates
Virginia
$31.3M +$339K +1,611 +1%
HSBC Holdings
97
HSBC Holdings
United Kingdom
$31.3M +$21.2M +100,936 +219%
AA
98
Aufman Associates
Pennsylvania
$30.4M +$369K +1,755 +1%
VWA
99
Visionary Wealth Advisors
Illinois
$28.2M +$10M +47,713 +56%
EI
100
Ellevest Inc
New York
$28.1M +$23.1M +109,837 +526%