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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DOA
101
D'Orazio & Associates
Virginia
$30.2M +$3.85M +17,306 +14%
SI
102
Stephens Inc
Arkansas
$30.1M +$1.44M +6,460 +5%
SW
103
SVB Wealth
Massachusetts
$30.1M +$2.13M +9,572 +7%
MMA
104
Miracle Mile Advisors
California
$30M +$781K +3,513 +3%
FSWA
105
Financial Synergies Wealth Advisors
Texas
$29.6M -$2.67M -12,024 -8%
KBFS
106
Kohmann Bosshard Financial Services
Ohio
$28.9M +$2.65M +11,902 +10%
AF
107
Arrow Financial
New York
$27.8M -$299K -1,346 -1%
PWLP
108
Prio Wealth Limited Partnership
Massachusetts
$27.4M +$808K +3,635 +3%
PIMG
109
Patriot Investment Management Group
Tennessee
$27M -$8M -36,006 -23%
CL
110
Choreo LLC
Illinois
$26.9M +$371K +1,668 +1%
WIC
111
Whitegate Investment Counselors
New Hampshire
$26.9M +$200K +899 +0.7%
US Bancorp
112
US Bancorp
Minnesota
$26.8M +$604K +2,718 +2%
MWM
113
MBE Wealth Management
Wisconsin
$26.7M +$2.05M +9,227 +8%
BBA
114
BLB&B Advisors
Pennsylvania
$26.5M -$2.71M -12,199 -9%
RC
115
Randolph Company
Ohio
$26.4M +$36.7K +165 +0.1%
EWA
116
EP Wealth Advisors
California
$26.2M -$1.45M -6,528 -5%
EHPM
117
Emery Howard Portfolio Management
California
$26M +$3.31M +14,910 +14%
UTC
118
Unified Trust Company
Kentucky
$25.5M +$225K +1,010 +0.9%
CWM
119
Connecticut Wealth Management
Connecticut
$25.4M +$779K +3,504 +3%
CAN
120
Cetera Advisor Networks
California
$25.3M +$576K +2,589 +2%
CCA
121
Column Capital Advisors
Indiana
$24.9M -$602K -2,709 -1%
EI
122
Ellevest Inc
New York
$24.3M +$2.34M +10,516 +10%
EWA
123
Evolution Wealth Advisors
Florida
$24.3M -$6.89M -30,979 -22%
BOH
124
Bank of Hawaii
Hawaii
$24M +$2.28M +10,242 +10%
EW
125
Emerson Wealth
Michigan
$24M -$17.8K -80 -0.1%