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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DIA
101
Davidson Investment Advisors
Montana
$37.1M +$2.77M +14,375 +9%
FCAS
102
First Command Advisory Services
Texas
$36.5M +$1.6M +8,291 +5%
EI
103
Ellevest Inc
New York
$36.5M +$1.47M +7,620 +5%
MG
104
MilWealth Group
Wisconsin
$35.3M +$634K +3,288 +2%
FMWA
105
Forvis Mazars Wealth Advisors
Missouri
$34.4M +$898K +4,659 +3%
CFG
106
Citizens Financial Group
Rhode Island
$34.4M -$351K -1,823 -1%
CA
107
Clearstead Advisors
Ohio
$34.4M +$2M +10,399 +7%
CWM
108
Connecticut Wealth Management
Connecticut
$33.6M -$1.19M -6,151 -4%
PAS
109
Park Avenue Securities
New York
$33.5M +$2.31M +11,982 +8%
HIMC
110
Heritage Investors Management Corp
Maryland
$33M -$59.2K -307 -0.2%
MWM
111
MBE Wealth Management
Wisconsin
$32.8M +$319K +1,657 +1%
AllianceBernstein
112
AllianceBernstein
Tennessee
$32.1M -$563K -2,920 -2%
IFPL
113
Investments & Financial Planning LLC
Kentucky
$32M +$7.49M +38,879 +35%
AA
114
Aufman Associates
Pennsylvania
$31.7M +$99.2K +515 +0.3%
CL
115
Choreo LLC
Illinois
$31.5M +$2.2M +11,437 +8%
Envestnet Portfolio Solutions
116
Envestnet Portfolio Solutions
Illinois
$30.7M +$3.9M +20,264 +16%
BBA
117
BLB&B Advisors
Pennsylvania
$30.5M -$75.1K -390 -0.3%
NW
118
NewEdge Wealth
Pennsylvania
$29.8M +$1.37M +7,091 +5%
PWLP
119
Prio Wealth Limited Partnership
Massachusetts
$29.7M +$1.45M +7,546 +6%
CTB
120
Country Trust Bank
Illinois
$29.7M +$1.54M +7,977 +6%
EF
121
Empowered Funds
Pennsylvania
$29.4M +$26.6M +137,911 New
Cetera Investment Advisers
122
Cetera Investment Advisers
Illinois
$28.9M -$7.4M -38,432 -22%
Betterment LLC
123
Betterment LLC
New York
$28.9M +$364K +1,890 +1%
AAS
124
Annex Advisory Services
Wisconsin
$28.7M -$13.6M -70,340 -34%
W
125
Wealthquest
Ohio
$28.7M +$146K +756 +0.6%