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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
$22.4M +$7.01M +37,858 +49%
SWM
102
Shakespeare Wealth Management
Wisconsin
$21.4M +$801K +4,327 +4%
TWP
103
Total Wealth Planning
Ohio
$21M +$1.56M +8,428 +8%
FA
104
Fiducient Advisors
Illinois
$20.7M +$9.04M +48,861 +86%
AWAG
105
ARS Wealth Advisors Group
Florida
$20.2M -$368K -1,986 -2%
AI
106
Atria Investments
North Carolina
$20.1M -$1.74M -9,384 -8%
BPA
107
Beacon Pointe Advisors
California
$19.8M +$1.5M +8,125 +9%
PIFP
108
Partners in Financial Planning
Virginia
$19.6M +$404K +2,185 +2%
PP
109
PDS Planning
Ohio
$19.5M -$959K -5,179 -5%
Natixis Advisors
110
Natixis Advisors
Massachusetts
$19.5M -$8.06M -43,537 -30%
RFS
111
Retirement Financial Solutions
Tennessee
$19.2M -$917K -4,955 -5%
CT
112
Coastline Trust
Rhode Island
$19.1M -$7.77M -41,951 -30%
AWA
113
Aaron Wealth Advisors
Illinois
$18.8M -$654K -3,533 -4%
AW
114
Avion Wealth
Texas
$18.4M +$1.39M +7,507 +9%
SIM
115
Studio Investment Management
Illinois
$18.3M -$1.17M -6,334 -6%
AAS
116
Avantax Advisory Services
Texas
$18.3M +$3.56M +19,241 +26%
WMWM
117
Whitaker-Myers Wealth Managers
Ohio
$18.2M +$1.59M +8,594 +10%
Kovitz Investment Group Partners
118
Kovitz Investment Group Partners
Illinois
$18.2M +$4.9M +26,488 +40%
AWM
119
Avior Wealth Management
Nebraska
$18.1M -$141K -763 -0.8%
TFP
120
TrueWealth Financial Partners
Washington
$17.3M +$489K +2,642 +3%
Fifth Third Bancorp
121
Fifth Third Bancorp
Ohio
$17.3M -$1.05M -5,666 -6%
GFA
122
Gallagher Fiduciary Advisors
Illinois
$17M -$476K -2,571 -3%
SIA
123
Strategic Investment Advisors
Michigan
$16.7M +$1.78M +9,617 +13%
EF
124
Empowered Funds
Pennsylvania
$16.6M +$14.8M +80,125 +1,558%
JIC
125
Johnson Investment Counsel
Ohio
$16.4M +$186K +1,006 +1%