We are live on ! Find out more
VB icon

Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SW
126
SoFi Wealth
California
$31.4M +$2.19M +10,187 +8%
PP
127
PrairieView Partners
Minnesota
$30.9M +$771K +3,582 +3%
CTB
128
Country Trust Bank
Illinois
$30.8M -$1.02M -4,724 -3%
CI
129
CX Institutional
Indiana
$30.8M +$417K +1,937 +1%
CCG
130
Chatham Capital Group
Georgia
$30.4M +$5.12M +23,792 +22%
SCA
131
Scott Capital Advisors
Oregon
$30.4M +$527K +2,449 +2%
AWS
132
Atria Wealth Solutions
New York
$30.3M +$805K +3,741 +3%
NW
133
NewEdge Wealth
Pennsylvania
$30.3M +$6.45K +30 +0%
RFC
134
Regions Financial Corp
Alabama
$30.1M +$19.1K +89 +0.1%
SAM
135
SP Asset Management
California
$29.9M -$124K -575 -0.4%
W
136
Wealthquest
Ohio
$29.9M -$778K -3,617 -3%
HIF
137
Hill Island Financial
Michigan
$29.4M -$46K -214 -0.2%
WF
138
Whelan Financial
California
$29.3M -$754K -3,504 -3%
ANTB
139
AMG National Trust Bank
Colorado
$28.9M +$169K +786 +0.6%
Brown Advisory
140
Brown Advisory
Maryland
$28.6M +$2.48M +11,508 +10%
RC
141
Randolph Company
Ohio
$27.6M +$61.3K +285 +0.2%
CPIG
142
Chicago Partners Investment Group
Illinois
$26.9M +$1.97M +9,179 +8%
PWMAG
143
Pinnacle Wealth Management Advisory Group
New Jersey
$26.8M +$1.24M +5,774 +5%
BOH
144
Bank of Hawaii
Hawaii
$26.7M -$351K -1,633 -1%
MCM
145
MAI Capital Management
Ohio
$26.6M +$13.5M +62,676 +117%
MWM
146
MBE Wealth Management
Wisconsin
$26.4M -$8.26M -38,405 -25%
WIC
147
Whitegate Investment Counselors
New Hampshire
$26.3M +$73.6K +342 +0.3%
MWP
148
Moller Wealth Partners
$26.3M -$104K -482 -0.4%
PCM
149
Penserra Capital Management
California
$25.9M +$24.3M +113,112 New
Northern Trust
150
Northern Trust
Illinois
$25.8M +$562K +2,612 +2%