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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
126
Avantax Advisory Services
Texas
$6.96M +$2.23M +16,818 +49%
PA
127
Parallel Advisors
California
$6.85M +$854K +6,449 +15%
Kovitz Investment Group Partners
128
Kovitz Investment Group Partners
Illinois
$6.8M -$738K -5,571 -10%
AIS
129
American Investment Services
Massachusetts
$6.74M +$160K +1,209 +3%
FCI
130
Financial Counselors Inc
Kansas
$6.74M +$65.4K +494 +1%
SWM
131
Shakespeare Wealth Management
Wisconsin
$6.73M +$301K +2,274 +5%
BFEC
132
Benjamin F. Edwards & Company
Missouri
$6.71M +$880K +6,644 +16%
EWA
133
EP Wealth Advisors
California
$6.68M +$6.46M +48,739 New
AWA
134
Arete Wealth Advisors
Illinois
$6.65M +$5.4M +40,759 +523%
CFS
135
Cannon Financial Strategists
Georgia
$6.65M -$1.06K -8 -0%
RWP
136
RWA Wealth Partners
Massachusetts
$6.52M +$215K +1,621 +4%
DADC
137
D.A. Davidson & Co
Montana
$6.37M +$372K +2,805 +6%
BCA
138
Biltmore Capital Advisors
New Jersey
$6.24M -$271K -2,046 -4%
CAN
139
Cetera Advisor Networks
California
$6.12M +$946K +7,140 +19%
Cetera Investment Advisers
140
Cetera Investment Advisers
Illinois
$6.07M +$992K +7,485 +20%
Northern Trust
141
Northern Trust
Illinois
$6.02M +$626K +4,722 +12%
FHA
142
First Horizon Advisors
Tennessee
$6M -$246K -1,860 -4%
GC
143
Garde Capital
Washington
$5.87M +$26.4K +199 +0.5%
BWFA
144
Baltimore-Washington Financial Advisors
Maryland
$5.81M -$241K -1,818 -4%
LIA
145
LS Investment Advisors
Michigan
$5.74M -$3.65M -27,543 -40%
FA
146
Fortis Advisors
Pennsylvania
$5.69M +$36.4K +275 +0.7%
WFM
147
Wolff Financial Management
Michigan
$5.68M +$22.4K +169 +0.4%
LFG
148
LifePlan Financial Group
Ohio
$5.53M +$41.5K +313 +0.8%
MPWT
149
MassMutual Private Wealth & Trust
Connecticut
$5.5M +$764K +5,766 +17%
AWM
150
AE Wealth Management
Kansas
$5.5M +$378K +2,852 +8%