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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWLP
101
Prio Wealth Limited Partnership
Massachusetts
$27.6M +$34.9K +166 +0.1%
AWS
102
Atria Wealth Solutions
New York
$27.5M +$27.3M +129,514 New
KBFS
103
Kohmann Bosshard Financial Services
Ohio
$27.4M -$2.49M -11,844 -8%
US Bancorp
104
US Bancorp
Minnesota
$27.2M +$562K +2,671 +2%
MWM
105
MBE Wealth Management
Wisconsin
$27M -$381K -1,809 -1%
PIMG
106
Patriot Investment Management Group
Tennessee
$26.6M +$777K +3,692 +3%
PWMAG
107
Pinnacle Wealth Management Advisory Group
New Jersey
$26.6M +$2.9M +13,770 +12%
HIF
108
Hill Island Financial
Michigan
$26.6M +$246K +1,169 +0.9%
CCA
109
Column Capital Advisors
Indiana
$26.1M -$1.35M -6,391 -2%
Manulife (Manufacturers Life Insurance)
110
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$26.1M -$190M -902,783 -88%
WIC
111
Whitegate Investment Counselors
New Hampshire
$26M +$178K +846 +0.7%
CL
112
Choreo LLC
Illinois
$25.8M -$811K -3,854 -3%
RC
113
Randolph Company
Ohio
$25.6M +$3.16K +15 +0%
BOH
114
Bank of Hawaii
Hawaii
$25.4M -$168K -796 -0.7%
BAM
115
Barrett Asset Management
New York
$25.3M -$174K -826 -0.7%
EWA
116
EP Wealth Advisors
California
$24.7M -$255K -1,210 -1%
FSWA
117
Financial Synergies Wealth Advisors
Texas
$24.7M -$959K -4,556 -4%
BBA
118
BLB&B Advisors
Pennsylvania
$24.6M -$244K -1,158 -1%
CWM
119
Connecticut Wealth Management
Connecticut
$24.5M +$761K +3,617 +3%
PPA
120
Parametric Portfolio Associates
Washington
$24.3M -$4.99M -23,721 -17%
CFFP
121
Center for Financial Planning
Michigan
$24.2M +$1.37M +6,485 +6%
WF
122
Whelan Financial
California
$24M +$1.88M +8,909 +9%
CI
123
CX Institutional
Indiana
$23.9M +$4.29M +20,396 +22%
NW
124
NewEdge Wealth
Pennsylvania
$23.7M -$617K -2,930 -3%
CA
125
Clearstead Advisors
Ohio
$23.6M +$4.61M +21,903 +25%