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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
101
Janney Montgomery Scott
Pennsylvania
$32.3M -$96.6K -511 -0.3%
UCFA
102
United Capital Financial Advisors
Texas
$32.1M -$757K -4,007 -2%
EI
103
Ellevest Inc
New York
$32M +$1.25M +6,611 +4%
FCB
104
First Command Bank
Texas
$31.8M +$975K +5,157 +3%
FCFS
105
First Command Financial Services
Texas
$31.8M +$975K +5,157 +3%
MG
106
MilWealth Group
Wisconsin
$31.5M +$172K +912 +0.6%
HIMC
107
Heritage Investors Management Corp
Maryland
$31.3M +$33.3K +176 +0.1%
AllianceBernstein
108
AllianceBernstein
Tennessee
$30.4M +$14.1M +74,351 +94%
CA
109
Clearstead Advisors
Ohio
$30.3M +$3.04M +16,081 +12%
CCA
110
Column Capital Advisors
Indiana
$29.8M +$3.19M +16,905 +6%
MWM
111
MBE Wealth Management
Wisconsin
$29.5M +$1.53M +8,103 +6%
AA
112
Aufman Associates
Pennsylvania
$29.4M -$22.3K -118 -0.1%
FMWA
113
Forvis Mazars Wealth Advisors
Missouri
$29M +$1.77M +9,346 +7%
CWM
114
Connecticut Wealth Management
Connecticut
$28.8M +$4.29M +22,703 +19%
BBA
115
BLB&B Advisors
Pennsylvania
$28.6M -$255K -1,350 -0.9%
DIA
116
Davidson Investment Advisors
Montana
$28.3M +$2.69M +14,225 +11%
Legacy Financial Group (Iowa)
117
Legacy Financial Group (Iowa)
Iowa
$27.8M -$1.47M -7,787 -5%
PIMG
118
Patriot Investment Management Group
Tennessee
$27.3M +$159K +843 +0.6%
CL
119
Choreo LLC
Illinois
$27.2M -$1.86M -9,856 -7%
AWS
120
Atria Wealth Solutions
New York
$26.2M +$425K +2,250 +2%
NW
121
NewEdge Wealth
Pennsylvania
$26.1M -$69.9K -370 -0.3%
PWLP
122
Prio Wealth Limited Partnership
Massachusetts
$26M -$178K -944 -0.7%
CI
123
CX Institutional
Indiana
$26M +$2.7M +14,274 +12%
W
124
Wealthquest
Ohio
$26M +$340K +1,800 +1%
Betterment LLC
125
Betterment LLC
New York
$25.8M +$1.56M +8,230 +7%