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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
126
Parallel Advisors
California
$6.85M +$854K +6,449 +15%
Kovitz Investment Group Partners
127
Kovitz Investment Group Partners
Illinois
$6.8M -$738K -5,571 -10%
AIS
128
American Investment Services
Massachusetts
$6.74M +$160K +1,209 +3%
FCI
129
Financial Counselors Inc
Kansas
$6.74M +$65.4K +494 +1%
SWM
130
Shakespeare Wealth Management
Wisconsin
$6.73M +$301K +2,274 +5%
BFEC
131
Benjamin F. Edwards & Company
Missouri
$6.71M +$880K +6,644 +16%
EWA
132
EP Wealth Advisors
California
$6.68M +$6.46M +48,739 New
AWA
133
Arete Wealth Advisors
Illinois
$6.65M +$5.4M +40,759 +523%
CFS
134
Cannon Financial Strategists
Georgia
$6.65M -$1.06K -8 -0%
RWP
135
RWA Wealth Partners
Massachusetts
$6.52M +$215K +1,621 +4%
DADC
136
D.A. Davidson & Co
Montana
$6.37M +$372K +2,805 +6%
BCA
137
Biltmore Capital Advisors
New Jersey
$6.24M -$271K -2,046 -4%
CAN
138
Cetera Advisor Networks
California
$6.12M +$946K +7,140 +19%
Cetera Investment Advisers
139
Cetera Investment Advisers
Illinois
$6.07M +$992K +7,485 +20%
Northern Trust
140
Northern Trust
Illinois
$6.02M +$626K +4,722 +12%
FHA
141
First Horizon Advisors
Tennessee
$6M -$246K -1,860 -4%
GC
142
Garde Capital
Washington
$5.87M +$26.4K +199 +0.5%
BWFA
143
Baltimore-Washington Financial Advisors
Maryland
$5.81M -$241K -1,818 -4%
LIA
144
LS Investment Advisors
Michigan
$5.74M -$3.65M -27,543 -40%
FA
145
Fortis Advisors
Pennsylvania
$5.69M +$36.4K +275 +0.7%
WFM
146
Wolff Financial Management
Michigan
$5.68M +$22.4K +169 +0.4%
LFG
147
LifePlan Financial Group
Ohio
$5.53M +$41.5K +313 +0.8%
MPWT
148
MassMutual Private Wealth & Trust
Connecticut
$5.5M +$764K +5,766 +17%
AWM
149
AE Wealth Management
Kansas
$5.5M +$378K +2,852 +8%
NWM
150
Northwest Wealth Management
Iowa
$5.44M -$1.67M -12,616 -24%