We are live on ! Find out more
VB icon

Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWLP
126
Prio Wealth Limited Partnership
Massachusetts
$21.6M +$1.12M +5,309 +6%
AFS
127
Axiom Financial Strategies
Indiana
$21.5M +$8.5M +40,347 +67%
CFFP
128
Center for Financial Planning
Michigan
$21.5M -$498K -2,363 -2%
BOH
129
Bank of Hawaii
Hawaii
$21.4M +$140K +664 +0.7%
CCM
130
Carlson Capital Management
Minnesota
$21.3M -$1.21M -5,747 -5%
BFA
131
Bluestem Financial Advisors
Illinois
$21.2M -$1.03M -4,912 -5%
Northern Trust
132
Northern Trust
Illinois
$21M -$82.4K -391 -0.4%
Comerica Bank
133
Comerica Bank
Texas
$20.6M -$333K -1,580 -2%
PP
134
PrairieView Partners
Minnesota
$20.5M -$1.14M -5,417 -5%
AllianceBernstein
135
AllianceBernstein
Tennessee
$20.4M +$13.1M +62,060 +187%
MWP
136
Moller Wealth Partners
$19.8M -$13.1K -62 -0.1%
OPS
137
Orion Portfolio Solutions
Nebraska
$19.6M +$845K +4,009 +5%
CI
138
CX Institutional
Indiana
$19.6M +$2.87M +13,610 +17%
EHPM
139
Emery Howard Portfolio Management
California
$19.2M +$12.6M +59,663 +199%
EI
140
Ellevest Inc
New York
$19.1M +$1.72M +8,141 +10%
BP
141
BCK Partners
New York
$19.1M -$509K -2,417 -3%
NCM
142
Nelson Capital Management
California
$19.1M -$432K -2,051 -2%
OBWG
143
Onyx Bridge Wealth Group
New York
$19M +$3.68M +17,484 +24%
PPA
144
Parametric Portfolio Associates
Washington
$18.6M +$101K +480 +0.6%
AO
145
Advisor OS
Illinois
$18.6M +$18.3M +86,674 New
WA
146
WBH Advisory
Maryland
$18.2M -$268K -1,271 -1%
RFC
147
Regions Financial Corp
Alabama
$18.1M +$627K +2,978 +4%
CCG
148
Chatham Capital Group
Georgia
$18.1M +$699K +3,316 +4%
BAM
149
Barrett Asset Management
New York
$17.9M -$49.5K -235 -0.3%
MGIA
150
Moneta Group Investment Advisors
Missouri
$17.6M +$7.82M +37,112 +82%