We are live on ! Find out more
VB icon

Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
126
Connecticut Wealth Management
Connecticut
$32.4M +$34.9M +146,304 New
AA
127
Aufman Associates
Pennsylvania
$32.4M -$175K -732 -0.5%
PWMAG
128
Pinnacle Wealth Management Advisory Group
New Jersey
$32M +$1.6M +6,704 +5%
W
129
Wealthquest
Ohio
$31.8M -$258K -1,079 -0.7%
AFAS
130
Acorn Financial Advisory Services
Virginia
$30.8M -$3.4M -14,250 -9%
Legacy Financial Group (Iowa)
131
Legacy Financial Group (Iowa)
Iowa
$29.9M -$567K -2,376 -2%
BTWM
132
Brass Tax Wealth Management
Ohio
$29.9M +$464K +1,942 +1%
SA
133
Sanctuary Advisors
Indiana
$29.4M +$2.85M +11,915 +10%
SAM
134
SP Asset Management
California
$29.4M +$302K +1,266 +1%
SCA
135
Scott Capital Advisors
Oregon
$29.3M -$816K -3,418 -3%
WF
136
Whelan Financial
California
$29M -$200K -836 -0.6%
Northern Trust
137
Northern Trust
Illinois
$28.8M +$905K +3,791 +3%
RFC
138
Regions Financial Corp
Alabama
$28.7M +$790K +3,307 +3%
CSP
139
Cary Street Partners
Virginia
$28.3M +$19.7M +82,667 +184%
Brown Advisory
140
Brown Advisory
Maryland
$28.2M +$5.14M +21,504 +20%
CIAS
141
CBIZ Investment Advisory Services
Ohio
$28.1M +$153K +641 +0.5%
ANTB
142
AMG National Trust Bank
Colorado
$28M +$993K +4,159 +3%
MA
143
Montag & Associates
Georgia
$27.9M -$596K -2,495 -2%
AT
144
American Trust
Kentucky
$27.8M -$26.8M -112,069 -47%
CHP
145
Cable Hill Partners
Oregon
$26.9M +$1.2M +5,021 +4%
AWM
146
Avior Wealth Management
Nebraska
$26.7M -$887K -3,715 -3%
NW
147
NewEdge Wealth
Pennsylvania
$26.7M -$4.06M -16,996 -12%
RC
148
Randolph Company
Ohio
$26.6M -$276K -1,157 -1%
LIM
149
Leavell Investment Management
Alabama
$26.2M +$594K +2,489 +2%
BFA
150
Bluestem Financial Advisors
Illinois
$26M +$906K +3,792 +3%