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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
101
MAI Capital Management
Ohio
$50M +$2.02M +8,157 +4%
Thrivent Financial for Lutherans
102
Thrivent Financial for Lutherans
Minnesota
$48.6M -$6.77M -27,292 -12%
AT
103
American Trust
Kentucky
$48.5M +$72.2K +291 +0.2%
JIC
104
Joel Isaacson & Co
New York
$48.1M +$624K +2,516 +1%
NA
105
NewEdge Advisors
Louisiana
$46.6M -$2.81M -11,329 -6%
Janney Montgomery Scott
106
Janney Montgomery Scott
Pennsylvania
$46.4M -$2.28M -9,199 -5%
CL
107
Choreo LLC
Illinois
$45.5M -$4.71K -19 -0%
CSP
108
Cary Street Partners
Virginia
$45.4M +$2.89M +11,668 +7%
CFG
109
Citizens Financial Group
Rhode Island
$44.3M -$121K -489 -0.3%
AA
110
ALPS Advisors
Colorado
$44.1M +$206K +830 +0.5%
MG
111
MilWealth Group
Wisconsin
$43.3M +$161K +649 +0.4%
TTWM
112
TCV Trust & Wealth Management
Virginia
$43.2M -$336K -1,355 -0.8%
GC
113
Garde Capital
Washington
$42.9M +$570K +2,298 +1%
BI
114
Ballast Inc
Kentucky
$42.6M +$947K +3,819 +2%
CPIG
115
Chicago Partners Investment Group
Illinois
$41.5M +$2.43M +9,797 +6%
PA
116
Parallel Advisors
California
$40.2M -$99.9K -403 -0.3%
CWM
117
Connecticut Wealth Management
Connecticut
$39.7M -$4.3M -17,323 -10%
PWMAG
118
Pinnacle Wealth Management Advisory Group
New Jersey
$39.5M +$2.31M +9,314 +6%
IFPL
119
Investments & Financial Planning LLC
Kentucky
$38.8M -$919K -3,704 -2%
RFC
120
Regions Financial Corp
Alabama
$38.7M +$442K +1,781 +1%
AFG
121
Atomi Financial Group
New York
$38.5M +$3.4M +13,703 +10%
W
122
Wealthquest
Ohio
$38M +$403K +1,626 +1%
MLFP
123
MPS Loria Financial Planners
Illinois
$38M +$778K +3,136 +2%
AWM
124
Avior Wealth Management
Nebraska
$37.6M +$2.64M +10,628 +8%
SA
125
Sanctuary Advisors
Indiana
$37.4M +$2.08M +8,403 +6%