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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
101
Plante Moran Financial Advisors
Michigan
$28.2M -$3.43M -14,743 -11%
FPAS
102
Focus Partners Advisor Solutions
Missouri
$27.9M -$3.93M -16,878 -13%
WMWM
103
Whitaker-Myers Wealth Managers
Ohio
$27.9M +$1.58M +6,809 +6%
JIC
104
Johnson Investment Counsel
Ohio
$27.8M +$2.62M +11,276 +11%
Thrivent Financial for Lutherans
105
Thrivent Financial for Lutherans
Minnesota
$27.7M +$15.7M +67,332 +144%
PLU
106
Performa Ltd (US)
South Carolina
$27M +$2.92M +12,538 +13%
WIA
107
World Investment Advisors
California
$26.9M -$108K -464 -0.4%
OCA
108
OpenArc Corporate Advisory
Georgia
$26.4M +$2.55M +10,960 +11%
SIA
109
Strategic Investment Advisors
Michigan
$26.1M +$464K +1,996 +2%
SCI
110
Silver Coast Investments
United States
$25.7M -$469K -2,017 -2%
AI
111
Atria Investments
North Carolina
$25.6M +$1.83M +7,880 +8%
HC
112
Hillman Company
Pennsylvania
$25.4M +$6.03M +25,929 +33%
PPW
113
Pasadena Private Wealth
California
$25M +$280K +1,204 +1%
PIFP
114
Partners in Financial Planning
Virginia
$24.2M -$532K -2,286 -2%
ERWM
115
E&R Wealth Management
South Carolina
$24.2M +$2.08M +8,954 +10%
PP
116
PDS Planning
Ohio
$23.8M -$259K -1,114 -1%
TFP
117
TrueWealth Financial Partners
Washington
$23.3M +$248K +1,066 +1%
AW
118
Avion Wealth
Texas
$23.2M +$113K +485 +0.5%
RPGK
119
Retirement Planning Group (Kansas)
Kansas
$22.2M +$19.7M +84,847 +1,281%
AWM
120
Avior Wealth Management
Nebraska
$22M -$758K -3,257 -3%
AQR Capital Management
121
AQR Capital Management
Connecticut
$21.7M +$550K +2,363 +3%
Janney Montgomery Scott
122
Janney Montgomery Scott
Pennsylvania
$21.6M +$7.87M +33,821 +61%
BF
123
Brooklyn FI
New York
$21.5M +$584K +2,509 +3%
MCM
124
MAI Capital Management
Ohio
$21.3M +$2.08M +8,957 +11%
BEI
125
Benjamin Edwards Inc
Missouri
$21M +$685K +2,944 +4%