Cassaday & Co Wealth Management »

MRGN STNLY PTHWY SML Cap Eqty ETF shares owned by Cassaday & Co Wealth Management

Quarter-by-quarter ownership of MRGN STNLY PTHWY SML Cap Eqty ETF (MSSM) shares owned by Cassaday & Co Wealth Management from 13F filings

Historical chart of Cassaday & Co Wealth Management investment in MRGN STNLY PTHWY SML Cap Eqty ETF

Tip: Access up to 7 years of quarterly data

All positions including MRGN STNLY PTHWY SML Cap Eqty ETF held by Cassaday & Co Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in MRGN STNLY PTHWY SML Cap Eqty ETF by Cassaday & Co Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.4k 27 51.63

More positions owned by Cassaday & Co Wealth Management

Vanguard World Mega Grwth Ind (MGK)
World Gold Tr Spdr Gld Minis (GLDM)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Rus 2000 Grw Etf (IWO)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Rus Mdcp Val Etf (IWS)
Select Sector Spdr Tr State Street Rea (XLRE)
Ishares Tr Rus 2000 Val Etf (IWN)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Ishares Tr Rus 1000 Val Etf (IWD)
Proshares Tr S&p 500 Dv Arist (NOBL)
Barclays Bank Djubs Cmdt Etn36 (DJP)

View all positions for Cassaday & Co Wealth Management

Top funds holding MRGN STNLY PTHWY SML Cap Eqty ETF

Morgan Stanley
Susquehanna International
Brian McDonald
Fifth Third Bancorp
Citadel Advisors
Royal Bank of Canada
Steward Partners Investment Advisory
Northwestern Mutual Wealth Management Company
Truvestments Capital
Jones Financial Companies, L.L
Vanguard Advisers
Trust Co Of Vermont
Colonial Asset Management
Beaird Harris Wealth Management
Advisor Group Holdings

View all funds holding MRGN STNLY PTHWY SML Cap Eqty ETF