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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
V
126
Veritable
Delaware
$14.7M +$98.2K +639 +0.7%
TFS
127
TrustCore Financial Services
Tennessee
$14.7M +$6.4M +41,666 +77%
SI
128
Stephens Inc
Arkansas
$14.6M +$65.3K +425 +0.5%
DJSG
129
D.J. St. Germain
Massachusetts
$14.3M +$386K +2,510 +3%
PWLP
130
Prio Wealth Limited Partnership
Massachusetts
$14.2M -$216K -1,406 -2%
PW
131
Price Wealth
Texas
$14.2M +$768 +5 +0%
BFPW
132
BOK Financial Private Wealth
Colorado
$13.5M -$575K -3,745 -4%
LIM
133
Leavell Investment Management
Alabama
$13.3M +$446K +2,902 +3%
OPS
134
Orion Portfolio Solutions
Nebraska
$13.3M -$495K -3,222 -4%
PA
135
Parallel Advisors
California
$13.3M -$1.01M -6,570 -7%
Northern Trust
136
Northern Trust
Illinois
$13M +$6.91K +45 +0.1%
BAM
137
Barrett Asset Management
New York
$13M +$152K +992 +1%
WA
138
WBH Advisory
Maryland
$12.9M +$438K +2,852 +4%
RFC
139
Regions Financial Corp
Alabama
$12.8M +$532K +3,464 +4%
CCG
140
Chatham Capital Group
Georgia
$12.7M -$451K -2,936 -3%
BRWA
141
B. Riley Wealth Advisors
Florida
$12.7M +$1.69M +10,978 +15%
SWP
142
Stratos Wealth Partners
Ohio
$12.2M -$76.6K -499 -0.6%
REMPR
143
Roof Eidam Maycock Peralta (REMP)
California
$12M -$782K -5,091 -6%
KCM
144
Kathmere Capital Management
Pennsylvania
$12M +$521K +3,391 +5%
WANY
145
Wealthspire Advisors (New York)
New York
$12M +$1.52M +9,874 +15%
BAM
146
Berkshire Asset Management
Pennsylvania
$11.9M +$1.53M +9,934 +15%
EI
147
Ellevest Inc
New York
$11.7M +$1.29M +8,371 +12%
BI
148
Ballast Inc
Kentucky
$11.7M +$449K +2,923 +4%
SFI
149
SPC Financial Inc
Maryland
$11.6M +$13.1K +85 +0.1%
EWA
150
Evolution Wealth Advisors
Florida
$11.6M +$11.6M +75,539 New