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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MA
101
MUFG Americas
New York
$8.38M -$128K -1,004 -2%
ONB
102
Old National Bancorp
Indiana
$8M -$1.95M -15,301 -20%
RWM
103
Rezny Wealth Management
Florida
$7.92M -$837K -6,580 -10%
IFS
104
Ifrah Financial Services
Arkansas
$7.86M -$79.2K -623 -1%
PGFC
105
Peapack-Gladstone Financial Corp
New Jersey
$7.82M -$14.5K -114 -0.2%
TWP
106
Total Wealth Planning
Ohio
$7.59M -$151K -1,187 -2%
FHA
107
First Horizon Advisors
Tennessee
$7.49M +$226K +1,775 +3%
WPW
108
Waldron Private Wealth
Pennsylvania
$7.44M +$1.47M +11,555 +25%
Kovitz Investment Group Partners
109
Kovitz Investment Group Partners
Illinois
$7.42M +$7.33M +57,621 New
HCMT
110
Highland Capital Management (Tennessee)
Tennessee
$7.39M +$397K +3,118 +6%
TW
111
Towerpoint Wealth
California
$7.33M +$628K +4,941 +9%
WSTAM
112
Wilbanks Smith & Thomas Asset Management
Virginia
$7.32M +$752K +5,913 +12%
BWM
113
Brickley Wealth Management
California
$7.31M +$30.1K +237 +0.4%
RWP
114
RWA Wealth Partners
Massachusetts
$7.07M +$2.59M +20,350 +59%
NWM
115
Northwest Wealth Management
Iowa
$6.88M -$91.5K -719 -1%
CWM
116
Cornerstone Wealth Management
Missouri
$6.78M +$324K +2,544 +5%
FCI
117
Financial Counselors Inc
Kansas
$6.26M -$47.7K -375 -0.8%
GWA
118
Guidant Wealth Advisors
Illinois
$6.2M +$812K +6,381 +15%
SPIA
119
Steward Partners Investment Advisory
New York
$6.13M +$211K +1,657 +4%
BWFA
120
Baltimore-Washington Financial Advisors
Maryland
$6.06M +$37.7K +296 +0.6%
Rockefeller Capital Management
121
Rockefeller Capital Management
New York
$6.05M +$1.71M +13,454 +40%
AWM
122
Avior Wealth Management
Nebraska
$5.93M -$890 -7 -0%
Truist Financial
123
Truist Financial
North Carolina
$5.74M -$15.4K -121 -0.3%
Vanguard Group
124
Vanguard Group
Pennsylvania
$5.64M -$55.5K -436 -1%
Bank of New York Mellon
125
Bank of New York Mellon
New York
$5.64M -$159K -1,252 -3%