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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PP
126
PrairieView Partners
Minnesota
$25.7M +$922K +4,880 +4%
RFC
127
Regions Financial Corp
Alabama
$25.6M -$557K -2,945 -2%
WF
128
Whelan Financial
California
$25M +$622K +3,293 +3%
SCA
129
Scott Capital Advisors
Oregon
$24.9M +$986K +5,218 +4%
BOH
130
Bank of Hawaii
Hawaii
$24.8M -$399K -2,110 -2%
EC
131
Estate Counselors
Wisconsin
$24.2M +$887K +4,696 +4%
RC
132
Randolph Company
Ohio
$24M -$29.3K -155 -0.1%
PAS
133
Park Avenue Securities
New York
$23.9M +$4.08M +21,603 +22%
HIF
134
Hill Island Financial
Michigan
$23.5M +$594K +3,141 +3%
JIC
135
Joel Isaacson & Co
New York
$23.1M +$1.54M +8,160 +8%
AWM
136
AE Wealth Management
Kansas
$23M +$6.28M +33,208 +40%
SW
137
SoFi Wealth
California
$22.8M +$1.35M +7,118 +7%
IWC
138
Integrated Wealth Concepts
Massachusetts
$22.7M +$6.5M +34,376 +43%
WIC
139
Whitegate Investment Counselors
New Hampshire
$22.6M -$1.88M -9,924 -8%
ANTB
140
AMG National Trust Bank
Colorado
$22.4M -$574K -3,039 -3%
MWP
141
Moller Wealth Partners
$22.4M +$320K +1,694 +2%
PWMAG
142
Pinnacle Wealth Management Advisory Group
New Jersey
$22M +$749K +3,964 +4%
CFFP
143
Center for Financial Planning
Michigan
$21.9M +$250K +1,322 +1%
Northern Trust
144
Northern Trust
Illinois
$21.8M -$1.07M -5,683 -5%
Rockefeller Capital Management
145
Rockefeller Capital Management
New York
$21.7M -$2.72M -14,394 -12%
FSWA
146
Financial Synergies Wealth Advisors
Texas
$21.5M -$5.28M -27,929 -21%
IFPL
147
Investments & Financial Planning LLC
Kentucky
$21.4M +$766K +4,053 +4%
DIP
148
DT Investment Partners
Pennsylvania
$21.3M +$457K +2,421 +2%
BI
149
Ballast Inc
Kentucky
$21.2M +$666K +3,522 +3%
SG
150
StoneX Group
New York
$20.9M +$1.64M +8,657 +9%