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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
I
226
INVST
Indiana
$6.18M -$254K -1,532 -4%
SF
227
Safeguard Financial
Wisconsin
$6.14M +$1.31M +7,889 +26%
FCM
228
Firestone Capital Management
Florida
$6.14M +$54.6K +330 +0.9%
FM
229
Foster & Motley
Ohio
$6.12M -$1.92M -11,627 -23%
PMFA
230
Plante Moran Financial Advisors
Michigan
$6.08M -$5.8M -35,038 -48%
FAAM
231
First Ascent Asset Management
Colorado
$6.01M -$84.4K -510 -1%
MCM
232
MAI Capital Management
Ohio
$5.98M -$190K -1,149 -3%
IHWM
233
Iron Horse Wealth Management
Iowa
$5.97M +$229K +1,381 +4%
H
234
HoyleCohen
California
$5.96M +$371K +2,244 +6%
BRWA
235
B. Riley Wealth Advisors
Florida
$5.93M +$252K +1,520 +4%
TRCT
236
Tower Research Capital (TRC)
New York
$5.93M +$6.18M +37,332 New
GC
237
Garde Capital
Washington
$5.89M -$110K -666 -2%
SMWM
238
Silvia McColl Wealth Management
California
$5.88M +$166K +1,003 +3%
Brown Advisory
239
Brown Advisory
Maryland
$5.87M +$137K +825 +2%
RFA
240
RTD Financial Advisors
Pennsylvania
$5.87M -$12.3K -74 -0.2%
AAP
241
Arax Advisory Partners
Colorado
$5.86M -$2.73M -16,505 -31%
First Manhattan
242
First Manhattan
New York
$5.84M -$267K -1,614 -4%
PCMC
243
Paragon Capital Management (Colorado)
Colorado
$5.82M -$786K -4,751 -11%
VCAM
244
Van Cleef Asset Management
Ohio
$5.77M -$43.4K -262 -0.7%
FCM
245
Fortis Capital Management
Washington
$5.71M +$1.62M +9,815 +38%
ES
246
Eagle Strategies
New York
$5.71M -$395K -2,385 -6%
BTIM
247
BancFirst Trust & Investment Management
Oklahoma
$5.71M
CFO
248
CVA Family Office
Colorado
$5.65M
MWM
249
MorganRosel Wealth Management
Colorado
$5.64M +$402K +2,427 +7%
WMWM
250
Whitaker-Myers Wealth Managers
Ohio
$5.64M +$1.14M +6,888 +24%