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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CSP
101
Cary Street Partners
Virginia
$50.6M +$4.52M +17,636 +10%
NA
102
NewEdge Advisors
Louisiana
$50.6M +$3.27M +12,768 +7%
Janney Montgomery Scott
103
Janney Montgomery Scott
Pennsylvania
$49.9M +$2.8M +10,938 +6%
CL
104
Choreo LLC
Illinois
$47.9M +$1.41M +5,503 +3%
AT
105
American Trust
Kentucky
$47.8M -$1.42M -5,531 -3%
CPIG
106
Chicago Partners Investment Group
Illinois
$47.3M +$2.9M +11,317 +7%
CFG
107
Citizens Financial Group
Rhode Island
$45.8M +$976K +3,810 +2%
AA
108
ALPS Advisors
Colorado
$44.6M -$193K -755 -0.4%
JFGLC
109
Johnson Financial Group LLC (Colorado)
Colorado
$44.6M +$15M +58,669 +51%
MG
110
MilWealth Group
Wisconsin
$44.5M +$493K +1,926 +1%
TTWM
111
TCV Trust & Wealth Management
Virginia
$44.3M +$502K +1,958 +1%
BI
112
Ballast Inc
Kentucky
$43.6M +$453K +1,768 +1%
GC
113
Garde Capital
Washington
$43.5M -$7.17K -28 -0%
RFC
114
Regions Financial Corp
Alabama
$43.3M +$4.04M +15,781 +10%
SA
115
Sanctuary Advisors
Indiana
$42.5M +$4.55M +17,745 +12%
AWM
116
Axxcess Wealth Management
California
$41.1M +$3.87M +15,115 +10%
PWMAG
117
Pinnacle Wealth Management Advisory Group
New Jersey
$40.8M +$731K +2,852 +2%
PA
118
Parallel Advisors
California
$40.6M -$238K -930 -0.6%
AFG
119
Atomi Financial Group
New York
$39.9M +$910K +3,551 +2%
AWM
120
Avior Wealth Management
Nebraska
$39.7M +$1.54M +6,019 +4%
CAM
121
Clark Asset Management
New Hampshire
$39.5M +$4.04M +15,778 +11%
W
122
Wealthquest
Ohio
$39.2M +$635K +2,478 +2%
MLFP
123
MPS Loria Financial Planners
Illinois
$39.2M +$606K +2,365 +2%
Legacy Financial Group (Iowa)
124
Legacy Financial Group (Iowa)
Iowa
$39.1M -$329K -1,283 -0.9%
CWM
125
Connecticut Wealth Management
Connecticut
$38.6M -$1.58M -6,152 -4%