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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACA
226
Ackerman Capital Advisors
Texas
$5.85M +$723K +4,170 +14%
FCI
227
Financial Counselors Inc
Kansas
$5.82M -$35.5K -205 -0.6%
SS
228
Simplicity Solutions
Minnesota
$5.78M -$303K -1,748 -5%
RVPG
229
Relative Value Partners Group
$5.72M +$2.04M +11,745 +55%
WIC
230
Whitegate Investment Counselors
New Hampshire
$5.59M +$545K +3,146 +11%
SPC
231
Sigma Planning Corp
Michigan
$5.57M +$74.2K +428 +1%
MPWT
232
MassMutual Private Wealth & Trust
Connecticut
$5.55M +$255K +1,471 +5%
BWFA
233
Baltimore-Washington Financial Advisors
Maryland
$5.51M +$1.39K +8 +0%
CAWM
234
Capital Advisors Wealth Management
Washington
$5.47M +$260K +1,503 +5%
MFW
235
Mosaic Family Wealth
Missouri
$5.46M +$410K +2,365 +8%
HI
236
Harbour Investments
Wisconsin
$5.42M +$205K +1,182 +4%
PCP
237
Proficio Capital Partners
Massachusetts
$5.4M +$2.73M +15,751 +103%
MMA
238
Miracle Mile Advisors
California
$5.37M -$333K -1,923 -6%
WPWM
239
Windward Private Wealth Management
Kansas
$5.36M -$849K -4,898 -14%
MIS
240
Morningstar Investment Services
Illinois
$5.35M -$54.7M -315,548 -91%
SIA
241
Strategic Investment Advisors
Michigan
$5.33M -$471K -2,719 -8%
William Blair & Company
242
William Blair & Company
Illinois
$5.18M +$491K +2,835 +11%
CI
243
CX Institutional
Indiana
$5.06M -$182K -1,048 -3%
NFG
244
Next Financial Group
Texas
$5.02M -$318K -1,833 -6%
HIP
245
HUB Investment Partners
Texas
$5.01M +$948K +5,473 +23%
SW
246
SVB Wealth
Massachusetts
$5M +$1.91M +11,012 +62%
BI
247
Berkeley Inc
Idaho
$4.99M -$2.95K -17 -0.1%
PFPT
248
Pinnacle Financial Partners (Tennessee)
Tennessee
$4.95M -$1.36M -7,840 -22%
PWA
249
Pinnacle Wealth Advisors
Tennessee
$4.95M +$4.94M +28,497 New
CA
250
CGN Advisors
Kansas
$4.87M -$21.7K -125 -0.4%