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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FPIS
126
Financial Planning & Information Services
Wisconsin
$12.1M +$12.3K +72 +0.1%
AWAG
127
ARS Wealth Advisors Group
Florida
$12.1M +$12.2M +71,246 New
Baird Financial Group
128
Baird Financial Group
Wisconsin
$11.8M +$503K +2,940 +4%
AW
129
Avion Wealth
Texas
$11.7M +$630K +3,680 +6%
TYCC
130
Texas Yale Capital Corp
Florida
$11.6M +$116K +677 +1%
PGFC
131
Peapack-Gladstone Financial Corp
New Jersey
$11.6M -$370K -2,163 -3%
BAM
132
Baldrige Asset Management
Pennsylvania
$11.5M -$144K -840 -1%
PCIA
133
Prime Capital Investment Advisors
Kansas
$11.5M -$15.5M -90,572 -57%
PI
134
PFS Investments
Georgia
$11.4M +$10.5M +61,297 New
PFM
135
Phillips Financial Management
Indiana
$11.4M -$270K -1,576 -2%
JIC
136
Johnson Investment Counsel
Ohio
$11.3M -$352K -2,054 -3%
PIFP
137
Partners in Financial Planning
Virginia
$11.3M -$45.2K -264 -0.4%
FA
138
FDx Advisors
Illinois
$11.2M +$3.47M +20,267 +44%
EDRIA
139
Edmonds Duncan Registered Investment Advisors
Kansas
$10.9M +$398K +2,324 +4%
SWM
140
Shakespeare Wealth Management
Wisconsin
$10.8M +$190K +1,112 +2%
EI
141
Ellevest Inc
New York
$10.7M +$877K +5,125 +9%
FM
142
Foster & Motley
Ohio
$10.6M +$251K +1,466 +2%
HCMT
143
Highland Capital Management (Tennessee)
Tennessee
$10.6M -$63.9K -373 -0.6%
TM
144
Titan Managers
Arizona
$10.3M -$165K -962 -2%
CAN
145
Cetera Advisor Networks
California
$10.2M +$2.06M +12,018 +25%
BF
146
Blankinship & Foster
California
$10.2M +$211K +1,231 +2%
ASI
147
Advisory Services & Investments
Oregon
$10.1M +$227K +1,326 +2%
AFS
148
Annapolis Financial Services
Maryland
$9.95M -$487K -2,844 -5%
PWM
149
Praetorian Wealth Management
California
$9.89M +$88.3K +516 +0.9%
NHC
150
Nicholas Hoffman & Company
Georgia
$9.68M +$524K +3,061 +6%