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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MGIA
101
Moneta Group Investment Advisors
Missouri
$25.6M +$7.46M +38,657 +36%
VWA
102
Visionary Wealth Advisors
Illinois
$25.5M +$2.36M +12,204 +9%
DOA
103
D'Orazio & Associates
Virginia
$25.5M -$499K -2,584 -2%
AA
104
Aufman Associates
Pennsylvania
$25.4M +$193K +997 +0.7%
FSWA
105
Financial Synergies Wealth Advisors
Texas
$24.7M +$4.66M +24,127 +21%
EI
106
Ellevest Inc
New York
$24.6M +$1.74M +8,999 +7%
BBA
107
BLB&B Advisors
Pennsylvania
$23.7M +$3.68M +19,074 +16%
PIMG
108
Patriot Investment Management Group
Tennessee
$23M +$994K +5,148 +4%
Manulife (Manufacturers Life Insurance)
109
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$22.9M +$1.47M +7,618 +6%
PWLP
110
Prio Wealth Limited Partnership
Massachusetts
$22.5M -$410K -2,121 -2%
MWM
111
MBE Wealth Management
Wisconsin
$22.3M -$58.1K -301 -0.2%
CCA
112
Column Capital Advisors
Indiana
$22.3M +$31.5M +162,960 +59%
CL
113
Choreo LLC
Illinois
$22.1M +$815K +4,223 +3%
RFC
114
Regions Financial Corp
Alabama
$21.9M +$3.15M +16,307 +15%
BOH
115
Bank of Hawaii
Hawaii
$21.8M +$781K +4,046 +3%
NW
116
NewEdge Wealth
Pennsylvania
$21.6M +$2.08M +10,789 +10%
AWS
117
Atria Wealth Solutions
New York
$21.4M -$1.51M -7,810 -6%
WIC
118
Whitegate Investment Counselors
New Hampshire
$21.2M -$331K -1,716 -1%
RC
119
Randolph Company
Ohio
$21.2M +$8.69K +45 +0%
US Bancorp
120
US Bancorp
Minnesota
$21.1M -$1.61M -8,347 -7%
HIF
121
Hill Island Financial
Michigan
$21.1M -$1.03M -5,324 -4%
CAN
122
Cetera Advisor Networks
California
$21M +$1.96M +10,142 +9%
KBFS
123
Kohmann Bosshard Financial Services
Ohio
$20.7M -$2.21M -11,450 -9%
CWM
124
Connecticut Wealth Management
Connecticut
$20.7M +$393K +2,035 +2%
CA
125
Clearstead Advisors
Ohio
$20.1M +$611K +3,163 +3%