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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AA
101
Aufman Associates
Pennsylvania
$24.5M -$127K -674 -0.5%
NA
102
NewEdge Advisors
Louisiana
$23.9M +$8.39M +44,430 +47%
AWS
103
Atria Wealth Solutions
New York
$23.9M +$3.41M +18,041 +15%
BBA
104
BLB&B Advisors
Pennsylvania
$23.6M +$686K +3,636 +3%
FSWA
105
Financial Synergies Wealth Advisors
Texas
$23.4M -$661K -3,501 -2%
PIMG
106
Patriot Investment Management Group
Tennessee
$23M +$775K +4,107 +3%
DOA
107
D'Orazio & Associates
Virginia
$23M -$1.95M -10,337 -7%
MWM
108
MBE Wealth Management
Wisconsin
$22.7M +$1.16M +6,148 +5%
PWLP
109
Prio Wealth Limited Partnership
Massachusetts
$22.3M +$538K +2,847 +2%
RFC
110
Regions Financial Corp
Alabama
$21.8M +$683K +3,619 +3%
CL
111
Choreo LLC
Illinois
$21.7M +$234K +1,238 +1%
CCA
112
Column Capital Advisors
Indiana
$21.6M +$13.3M +70,217 +16%
PWMAG
113
Pinnacle Wealth Management Advisory Group
New Jersey
$21.4M +$2.83M +14,993 +14%
W
114
Wealthquest
Ohio
$21.3M +$11.2M +59,079 +90%
NW
115
NewEdge Wealth
Pennsylvania
$21.2M +$271K +1,437 +1%
CA
116
Clearstead Advisors
Ohio
$21M +$1.62M +8,605 +8%
BOH
117
Bank of Hawaii
Hawaii
$20.9M -$292K -1,548 -1%
RC
118
Randolph Company
Ohio
$20.6M +$63.1K +334 +0.3%
CAN
119
Cetera Advisor Networks
California
$20.6M +$278K +1,475 +1%
KBFS
120
Kohmann Bosshard Financial Services
Ohio
$20.6M +$523K +2,769 +2%
WIC
121
Whitegate Investment Counselors
New Hampshire
$20.5M -$143K -758 -0.6%
US Bancorp
122
US Bancorp
Minnesota
$20.1M -$411K -2,175 -2%
WF
123
Whelan Financial
California
$19.7M +$1.56M +8,237 +8%
SCA
124
Scott Capital Advisors
Oregon
$19.5M +$337K +1,785 +2%
PP
125
PrairieView Partners
Minnesota
$19.3M +$264K +1,399 +1%