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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
326
Plante Moran Financial Advisors
Michigan
$2.91M +$92.5K +534 +3%
FAIM
327
Financial Advocates Investment Management
Washington
$2.9M -$3.61M -20,832 -55%
CDH
328
Charles D. Hyman
$2.88M
WA
329
WP Advisors
California
$2.87M +$66.5K +384 +2%
MAS
330
Managed Account Services
Florida
$2.84M -$120K -694 -4%
CFA
331
Cahill Financial Advisors
Minnesota
$2.77M -$20.8K -120 -0.7%
DY
332
Dowling & Yahnke
California
$2.77M -$313K -1,805 -10%
HMS
333
Hanseatic Management Services
New Mexico
$2.69M +$714K +4,119 +36%
FFG
334
Fullen Financial Group
Ohio
$2.64M -$21.3K -123 -0.8%
KOMWMG
335
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$2.63M +$261K +1,505 +11%
WANY
336
Wealthspire Advisors (New York)
New York
$2.57M -$66.2K -382 -3%
WTFG
337
Wells Trecaso Financial Group
Ohio
$2.57M +$1.73K +10 +0.1%
VC
338
Veery Capital
Delaware
$2.54M +$140K +808 +6%
ATC
339
Argent Trust Co
Tennessee
$2.53M
PAI
340
Pittenger & Anderson Inc
Nebraska
$2.45M +$2.34M +13,490 +2,267%
CF
341
Corrigan Financial
Rhode Island
$2.44M -$53.9K -311 -2%
CFAM
342
Center For Asset Management
Florida
$2.44M -$152K -878 -6%
TA
343
TruWealth Advisors
Louisiana
$2.42M +$2.42M +13,945 New
WSTAM
344
Wilbanks Smith & Thomas Asset Management
Virginia
$2.42M -$41.2K -238 -2%
RGC
345
Roberts, Glore & Co
Illinois
$2.42M -$11.6K -67 -0.5%
TFP
346
Triune Financial Partners
Kansas
$2.41M +$2.41M +13,887 New
PMG
347
ProVise Management Group
Florida
$2.4M -$1.54M -8,910 -39%
KeyBank National Association
348
KeyBank National Association
Ohio
$2.37M -$351K -2,023 -13%
Lido Advisors
349
Lido Advisors
California
$2.37M -$23.7K -137 -1%
MCCP
350
Mission Creek Capital Partners
California
$2.37M +$301K +1,738 +15%