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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GT
126
Glenmede Trust
Pennsylvania
$20.6M -$299K -1,285 -1%
CWM
127
Capital Wealth Management
Rhode Island
$20.4M +$390K +1,675 +2%
RF
128
Robinswood Financial
Washington
$20.1M +$748K +3,217 +4%
IWA
129
Inspirion Wealth Advisors
Illinois
$19.8M -$4.36M -18,724 -19%
PPW
130
Presilium Private Wealth
Pennsylvania
$19.6M +$368K +1,584 +2%
GFA
131
Gallagher Fiduciary Advisors
Illinois
$19.3M +$742K +3,191 +4%
HWM
132
HB Wealth Management
Georgia
$19.2M +$3.64M +15,645 +25%
SLT
133
St Louis Trust
Missouri
$19.1M
BDF
134
Black Diamond Financial
Maryland
$19M +$934K +4,014 +5%
MWM
135
Meridian Wealth Management
Kentucky
$18.9M +$461K +1,983 +3%
DADC
136
D.A. Davidson & Co
Montana
$18.8M -$453K -1,947 -2%
LWP
137
LMG Wealth Partners
Louisiana
$18.5M +$118K +509 +0.7%
SIM
138
Studio Investment Management
Illinois
$18.2M -$962K -4,134 -5%
AAP
139
Arax Advisory Partners
Colorado
$18M -$3.23M -13,884 -16%
FC
140
Family CFO
California
$17.8M -$185K -795 -1%
SPIA
141
Steward Partners Investment Advisory
New York
$17.8M -$75.1K -323 -0.4%
AI
142
Arvest Investments
Arkansas
$17.8M +$484K +2,079 +3%
SFA
143
Sequoia Financial Advisors
Ohio
$17.1M -$382K -1,643 -2%
TWM
144
Tradition Wealth Management
Minnesota
$17.1M +$139K +596 +0.9%
CCA
145
Checchi Capital Advisers
California
$16.7M -$5.25M -22,554 -25%
TW
146
Traveka Wealth
California
$16.6M -$157K -674 -1%
BWFA
147
Baltimore-Washington Financial Advisors
Maryland
$16.5M +$583K +2,507 +4%
CFB
148
Cullen/Frost Bankers
Texas
$16.5M -$354K -1,522 -2%
William Blair & Company
149
William Blair & Company
Illinois
$16.4M +$1.94M +8,338 +14%
TYCC
150
Texas Yale Capital Corp
Florida
$16.4M +$233 +1 +0%