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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
126
Wealth Enhancement Advisory Services
Minnesota
$11.7M -$22.6K -142 -0.2%
BCM
127
Brookstone Capital Management
Illinois
$11.7M -$947K -5,959 -7%
CCA
128
Checchi Capital Advisers
California
$11.6M +$4.48M +28,191 +54%
KBFS
129
Kohmann Bosshard Financial Services
Ohio
$11.4M +$1.42M +8,913 +13%
SPIA
130
Steward Partners Investment Advisory
New York
$11.3M +$283K +1,781 +2%
ARMC
131
American Research & Management Company
Massachusetts
$11.3M +$218K +1,371 +2%
AWAG
132
ARS Wealth Advisors Group
Florida
$11M +$427K +2,687 +4%
JIR
133
James Investment Research
Ohio
$10.9M -$1.34M -8,450 -10%
EI
134
Ellevest Inc
New York
$10.8M +$519K +3,266 +5%
QIM
135
Quest Investment Management
Oregon
$10.7M
FPIS
136
Financial Planning & Information Services
Wisconsin
$10.6M +$140K +883 +1%
TWM
137
Tradition Wealth Management
Minnesota
$10.4M -$2.53M -15,932 -18%
Natixis Advisors
138
Natixis Advisors
Massachusetts
$10.3M -$1.57M -9,897 -12%
PFM
139
Phillips Financial Management
Indiana
$10.3M +$242K +1,524 +2%
SWM
140
Shakespeare Wealth Management
Wisconsin
$10.2M +$331K +2,083 +3%
PGFC
141
Peapack-Gladstone Financial Corp
New Jersey
$10.1M +$210K +1,319 +2%
TYCC
142
Texas Yale Capital Corp
Florida
$10.1M -$50.4K -317 -0.4%
AA
143
Ancora Advisors
Ohio
$10.1M +$422K +2,659 +4%
Jane Street
144
Jane Street
New York
$9.83M +$10.9M +68,527 New
TFP
145
TrueWealth Financial Partners
Washington
$9.77M +$113K +713 +1%
JIC
146
Johnson Investment Counsel
Ohio
$9.73M +$233K +1,467 +2%
AWS
147
Atria Wealth Solutions
New York
$9.63M +$2.69M +16,935 +34%
FPAS
148
Focus Partners Advisor Solutions
Missouri
$9.51M +$817K +5,141 +8%
BAM
149
Baldrige Asset Management
Pennsylvania
$9.43M -$477 -3 -0%
BPA
150
Beacon Pointe Advisors
California
$9.34M -$1.11M -6,987 -10%