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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
101
Citigroup
New York
$9.97M -$75.4K -569 -0.8%
Bank of New York Mellon
102
Bank of New York Mellon
New York
$9.25M +$2.47M +18,635 +38%
FPIS
103
Financial Planning & Information Services
Wisconsin
$9.12M -$54.7K -413 -0.6%
CWM
104
Connecticut Wealth Management
Connecticut
$8.95M -$259K -1,958 -3%
NQWM
105
Northwest Quadrant Wealth Management
Oregon
$8.89M +$7.44M +56,168 +633%
TWP
106
Total Wealth Planning
Ohio
$8.88M +$154K +1,160 +2%
PGFC
107
Peapack-Gladstone Financial Corp
New Jersey
$8.72M +$81.5K +615 +1%
MA
108
MUFG Americas
New York
$8.71M +$394K +2,973 +5%
GFPC
109
Global Financial Private Capital
Florida
$8.54M +$676K +5,100 +9%
FA
110
FDx Advisors
Illinois
$8.52M -$496K -3,747 -6%
BWM
111
Brickley Wealth Management
California
$8.45M +$253K +1,910 +3%
TW
112
Towerpoint Wealth
California
$8.4M -$13.8K -104 -0.2%
PCG
113
Private Capital Group
Connecticut
$8.35M -$1.52M -11,445 -16%
CWM
114
Cornerstone Wealth Management
Missouri
$8.14M +$1.59K +12 +0%
SS
115
Simplicity Solutions
Minnesota
$7.91M +$447K +3,374 +6%
IFS
116
Ifrah Financial Services
Arkansas
$7.89M -$109K -823 -1%
CHP
117
Cable Hill Partners
Oregon
$7.85M +$7.59M +57,273 New
ONB
118
Old National Bancorp
Indiana
$7.78M +$117K +886 +2%
SC
119
Savant Capital
Illinois
$7.42M +$2.36M +17,832 +49%
MWA
120
Moser Wealth Advisors
Washington
$7.4M +$7.15M +53,981 New
Baird Financial Group
121
Baird Financial Group
Wisconsin
$7.37M -$884K -6,675 -11%
PPP
122
Private Portfolio Partners
New Jersey
$7.22M +$256K +1,933 +4%
SPIA
123
Steward Partners Investment Advisory
New York
$7.18M +$325K +2,450 +5%
IA
124
Independence Advisors
Pennsylvania
$6.97M -$5.55M -41,889 -45%
AAS
125
Avantax Advisory Services
Texas
$6.96M +$2.23M +16,818 +49%