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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWP
101
Total Wealth Planning
Ohio
$8.2M +$506K +3,953 +7%
PGFC
102
Peapack-Gladstone Financial Corp
New Jersey
$8.12M +$176K +1,378 +2%
TW
103
Towerpoint Wealth
California
$7.91M +$147K +1,146 +2%
WPW
104
Waldron Private Wealth
Pennsylvania
$7.88M -$164K -1,281 -2%
MA
105
MUFG Americas
New York
$7.81M +$267K +2,086 +4%
Baird Financial Group
106
Baird Financial Group
Wisconsin
$7.79M -$151K -1,177 -2%
BWM
107
Brickley Wealth Management
California
$7.69M +$344K +2,687 +5%
EWA
108
Exencial Wealth Advisors
Oklahoma
$7.66M +$5.91M +46,166 +347%
CWM
109
Cornerstone Wealth Management
Missouri
$7.65M +$10.4K +81 +0.1%
IFS
110
Ifrah Financial Services
Arkansas
$7.52M -$322K -2,513 -4%
GFPC
111
Global Financial Private Capital
Florida
$7.37M +$238K +1,861 +3%
GWA
112
Guidant Wealth Advisors
Illinois
$7.28M +$826K +6,454 +13%
ONB
113
Old National Bancorp
Indiana
$7.2M -$301K -2,348 -4%
Kovitz Investment Group Partners
114
Kovitz Investment Group Partners
Illinois
$7.11M -$330K -2,575 -4%
SS
115
Simplicity Solutions
Minnesota
$7M +$603K +4,714 +10%
NWM
116
Northwest Wealth Management
Iowa
$6.74M -$498K -3,888 -7%
PPP
117
Private Portfolio Partners
New Jersey
$6.54M +$462K +3,612 +8%
SPIA
118
Steward Partners Investment Advisory
New York
$6.44M +$93.2K +728 +1%
Bank of New York Mellon
119
Bank of New York Mellon
New York
$6.3M +$148K +1,153 +2%
FCI
120
Financial Counselors Inc
Kansas
$6.27M -$55.2K -431 -0.9%
CFS
121
Cannon Financial Strategists
Georgia
$6.25M -$6.86M -53,574 -52%
AIS
122
American Investment Services
Massachusetts
$6.18M +$292K +2,284 +5%
BCA
123
Biltmore Capital Advisors
New Jersey
$6.13M +$476K +3,721 +8%
SWM
124
Shakespeare Wealth Management
Wisconsin
$6.04M +$228K +1,784 +4%
AWM
125
Avior Wealth Management
Nebraska
$6.01M +$38K +297 +0.6%