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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWA
76
Inspirion Wealth Advisors
Illinois
$14.7M +$166K +1,253 +1%
BIA
77
BHK Investment Advisors
Alabama
$13.8M +$2.36M +17,847 +22%
EH
78
Equitable Holdings
New York
$13.7M +$13.3M +100,296 New
FAAS
79
First Allied Advisory Services
California
$13.7M +$1.81M +13,684 +16%
TYCC
80
Texas Yale Capital Corp
Florida
$13.4M +$109K +825 +0.9%
BCWM
81
Bartlett & Co Wealth Management
Ohio
$12.8M +$3.31K +25 +0%
RRC
82
Relaxing Retirement Coach
Massachusetts
$12.8M -$101K -759 -0.8%
CA
83
Cornerstone Advisory
Maryland
$12.7M -$305K -2,304 -2%
PAG
84
Private Advisor Group
New Jersey
$12.6M -$296K -2,231 -2%
CM
85
Columbus Macro
Pennsylvania
$12.1M +$2.09M +15,771 +22%
QCM
86
Quest Capital Management
Texas
$12.1M -$2.96M -22,376 -20%
QIM
87
Quest Investment Management
Oregon
$11.8M – – –
REMPR
88
Roof Eidam Maycock Peralta (REMP)
California
$11.4M +$181K +1,368 +2%
SCA
89
Spearhead Capital Advisors
Florida
$11.4M +$159K +1,198 +1%
FM
90
Foster & Motley
Ohio
$11.3M -$4.37K -33 -0%
BCIM
91
Bishop & Co Investment Management
Pennsylvania
$11.1M +$886K +6,687 +9%
Comerica Bank
92
Comerica Bank
Texas
$11.1M +$313K +2,360 +3%
F
93
F3Logic
Minnesota
$11M +$165K +1,244 +2%
Mercer Global Advisors
94
Mercer Global Advisors
Colorado
$11M +$4.72M +35,626 +79%
MD
95
Money Design
Japan
$10.6M +$9.79M +73,882 +1,991%
HCMT
96
Highland Capital Management (Tennessee)
Tennessee
$10.4M +$318K +2,399 +3%
AWM
97
Avior Wealth Management
Nebraska
$10.3M +$3.76M +28,364 +61%
PPW
98
Pasadena Private Wealth
California
$10.2M +$18.3K +138 +0.2%
MGIA
99
Moneta Group Investment Advisors
Missouri
$10.1M +$4.11K +31 +0%
WPW
100
Waldron Private Wealth
Pennsylvania
$9.98M +$1.55M +11,698 +19%