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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
126
Bank of New York Mellon
New York
$5.79M -$552K -5,503 -9%
Cetera Investment Advisers
127
Cetera Investment Advisers
Illinois
$5.76M +$327K +3,256 +6%
IFS
128
Ifrah Financial Services
Arkansas
$5.72M -$146K -1,451 -3%
LFG
129
LifePlan Financial Group
Ohio
$5.66M +$871K +8,676 +20%
WFM
130
Wolff Financial Management
Michigan
$5.66M -$273K -2,722 -5%
RFA
131
Radnor Financial Advisors
Pennsylvania
$5.63M
EWM
132
Empirical Wealth Management
Washington
$5.6M +$411K +4,091 +8%
FCI
133
Financial Counselors Inc
Kansas
$5.59M +$373K +3,714 +8%
RIM
134
Rockbridge Investment Management
New York
$5.56M +$5.22M +52,023 New
SCA
135
Spearhead Capital Advisors
Florida
$5.54M +$3.61M +35,938 +226%
SPIA
136
Steward Partners Investment Advisory
New York
$5.54M -$269K -2,681 -5%
AA
137
ALPS Advisors
Colorado
$5.5M
EWA
138
EP Wealth Advisors
California
$5.47M -$356K -3,548 -6%
MA
139
MUFG Americas
New York
$5.39M -$911K -9,081 -15%
MWA
140
Moser Wealth Advisors
Washington
$5.34M -$311K -3,101 -6%
CCP
141
Cardan Capital Partners
Colorado
$5.27M -$87K -867 -2%
MGIA
142
Moneta Group Investment Advisors
Missouri
$5.26M -$218K -2,175 -4%
FM
143
Foster & Motley
Ohio
$5.12M -$695K -6,930 -13%
PWM
144
Praetorian Wealth Management
California
$4.94M +$4.63M +46,165 New
Northern Trust
145
Northern Trust
Illinois
$4.92M +$217K +2,167 +5%
WA
146
Waverly Advisors
Alabama
$4.91M +$385K +3,835 +10%
PMFA
147
Plante Moran Financial Advisors
Michigan
$4.6M +$4.1M +40,850 +1,854%
PA
148
Parallel Advisors
California
$4.54M +$147K +1,462 +4%
NFG
149
Next Financial Group
Texas
$4.51M +$690K +6,878 +20%
BWFA
150
Baltimore-Washington Financial Advisors
Maryland
$4.49M -$12.5K -125 -0.3%