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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCG
126
Private Capital Group
Connecticut
$6.19M +$189K +1,688 +3%
CWM
127
Cornerstone Wealth Management
Missouri
$6.11M -$48.8K -435 -0.8%
Cetera Investment Advisers
128
Cetera Investment Advisers
Illinois
$6.08M +$129K +1,153 +2%
IA
129
Independence Advisors
Pennsylvania
$6.07M -$319K -2,849 -5%
AA
130
ALPS Advisors
Colorado
$6.01M +$326K +2,910 +6%
FM
131
Foster & Motley
Ohio
$6M +$710K +6,337 +13%
MA
132
MUFG Americas
New York
$5.97M +$405K +3,614 +7%
FA
133
FDx Advisors
Illinois
$5.95M -$420K -3,751 -7%
WFM
134
Wolff Financial Management
Michigan
$5.92M +$59K +526 +1%
SPIA
135
Steward Partners Investment Advisory
New York
$5.87M +$141K +1,254 +2%
FCI
136
Financial Counselors Inc
Kansas
$5.82M +$38.2K +341 +0.7%
SCA
137
Spearhead Capital Advisors
Florida
$5.82M +$84.9K +757 +1%
RIM
138
Rockbridge Investment Management
New York
$5.67M -$81.2K -724 -1%
PPP
139
Private Portfolio Partners
New Jersey
$5.66M -$591K -5,270 -9%
PWM
140
Praetorian Wealth Management
California
$5.61M +$508K +4,531 +10%
AAS
141
Avantax Advisory Services
Texas
$5.59M +$2.39M +21,342 +73%
TW
142
Towerpoint Wealth
California
$5.4M +$797K +7,110 +17%
MGIA
143
Moneta Group Investment Advisors
Missouri
$5.38M -$66.5K -593 -1%
EI
144
Ellevest Inc
New York
$5.37M +$744K +6,640 +16%
MWA
145
Moser Wealth Advisors
Washington
$5.27M -$255K -2,273 -5%
BCA
146
Biltmore Capital Advisors
New Jersey
$5.19M -$1.19M -10,621 -18%
RWB
147
RMR Wealth Builders
New Jersey
$5.12M +$5.19M +46,320 New
Bank of New York Mellon
148
Bank of New York Mellon
New York
$5.1M -$899K -8,021 -15%
I
149
INVST
Indiana
$5.1M +$4.63M +41,326 +978%
CWM
150
Connecticut Wealth Management
Connecticut
$5.09M -$16.4M -146,027 -76%