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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
76
Merriman Wealth Management
Washington
$6.26M -$332K -2,899 -5%
CWM
77
Cornerstone Wealth Management
Missouri
$6.15M +$401K +3,495 +7%
LPL Financial
78
LPL Financial
California
$6.09M +$68.2K +595 +1%
JMPWA
79
JP Morgan Private Wealth Advisors
California
$6.08M +$200K +1,740 +4%
GC
80
Garde Capital
Washington
$6.05M -$652K -5,682 -10%
AWM
81
Avior Wealth Management
Nebraska
$5.95M +$112K +976 +2%
Baird Financial Group
82
Baird Financial Group
Wisconsin
$5.89M +$143K +1,251 +3%
NFG
83
Noven Financial Group
Colorado
$5.78M +$1.77M +15,447 +48%
ICOA
84
Investment Centers of America
North Dakota
$5.68M +$1.92M +16,709 +55%
B
85
Bailard
California
$5.63M +$691K +6,025 +15%
JP Morgan Chase
86
JP Morgan Chase
New York
$5.63M +$2.48M +21,585 +87%
GT
87
Glenmede Trust
Pennsylvania
$5.55M +$509K +4,435 +11%
RWM
88
Rezny Wealth Management
Florida
$5.49M +$5.21M +45,404 New
PA
89
Probity Advisors
Texas
$5.48M -$270K -2,358 -5%
FCI
90
Financial Counselors Inc
Kansas
$5.48M +$5.19M +45,264 New
Truist Financial
91
Truist Financial
North Carolina
$5.46M -$19.5K -170 -0.4%
GP
92
Girard Partners
Pennsylvania
$5.38M +$89.8K +783 +2%
PFM
93
Phillips Financial Management
Indiana
$5.38M -$81.9K -714 -2%
SPIA
94
Steward Partners Investment Advisory
New York
$5.31M +$5.03M +43,902 New
FAAS
95
First Allied Advisory Services
California
$5.3M +$886K +7,722 +21%
JIC
96
JRM Investment Counsel
Nebraska
$5.19M +$174K +1,515 +4%
MCM
97
Manchester Capital Management
Vermont
$5.07M -$446K -3,889 -8%
SFM
98
Signet Financial Management
New Jersey
$4.92M +$441K +3,843 +10%
NFG
99
NewFocus Financial Group
Washington
$4.82M -$3.67M -31,969 -45%
HCMT
100
Highland Capital Management (Tennessee)
Tennessee
$4.8M +$254K +2,218 +6%