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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BOH
101
Bank of Hawaii
Hawaii
$16.9M -$881K -5,528 -5%
PP
102
PrairieView Partners
Minnesota
$16.8M +$911K +5,717 +6%
Bank of Montreal
103
Bank of Montreal
Ontario, Canada
$16.4M +$3.35M +21,059 +27%
WAM
104
Wealthspire Advisors (Maryland)
Maryland
$15.8M +$517K +3,245 +4%
BFG
105
Bouchey Financial Group
New York
$15.7M -$6.4M -40,196 -30%
CL
106
Choreo LLC
Illinois
$15.6M +$225K +1,414 +2%
OPS
107
Orion Portfolio Solutions
Nebraska
$15.1M +$14.6M +91,427 New
Mercer Global Advisors
108
Mercer Global Advisors
Colorado
$15M -$2.39K -15 -0%
US Bancorp
109
US Bancorp
Minnesota
$15M +$348K +2,185 +2%
WA
110
WBH Advisory
Maryland
$14.9M -$240K -1,509 -2%
Northern Trust
111
Northern Trust
Illinois
$14.7M +$409K +2,568 +3%
PAMU
112
Pictet Asset Management (UK)
United Kingdom
$14.4M -$27.9M -175,000 -67%
V
113
Veritable
Delaware
$14.2M +$159 +1 +0%
LIM
114
Leavell Investment Management
Alabama
$13.4M +$223K +1,403 +2%
WIC
115
Whitegate Investment Counselors
New Hampshire
$13.3M +$471K +2,954 +4%
Bessemer Group
116
Bessemer Group
New Jersey
$13.2M -$34.4K -216 -0.3%
PFA
117
Paradigm Financial Advisors
Missouri
$13.1M +$616K +3,870 +5%
SB
118
Strategic Blueprint
Georgia
$13.1M +$1.9M +11,959 +18%
CAM
119
Cresset Asset Management
Illinois
$12.9M +$1.42M +8,911 +13%
AI
120
Atria Investments
North Carolina
$12.2M +$1.24M +7,775 +12%
CBU
121
CIBC Bank USA
Illinois
$11.8M +$451K +2,832 +4%
BAAM
122
Baker Avenue Asset Management
California
$11.8M -$141K -886 -1%
DC
123
DeDora Capital
California
$11.7M +$548K +3,443 +5%
CCG
124
Chatham Capital Group
Georgia
$11.5M +$82K +515 +0.7%
SWP
125
Stratos Wealth Partners
Ohio
$11.4M +$1.68M +10,561 +18%