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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PIFP
126
Partners in Financial Planning
Virginia
$13.7M +$31.4K +197 +0.2%
TWP
127
Total Wealth Planning
Ohio
$13.6M -$577K -3,624 -4%
KCPG
128
Kavar Capital Partners Group
Kansas
$13.5M +$3.66K +23 +0%
Wealth Enhancement Advisory Services
129
Wealth Enhancement Advisory Services
Minnesota
$13.3M -$166K -1,042 -1%
Fidelity Investments
130
Fidelity Investments
Massachusetts
$13M -$560K -3,517 -4%
BFEC
131
Benjamin F. Edwards & Company
Missouri
$13M -$131K -823 -1%
AWAG
132
ARS Wealth Advisors Group
Florida
$13M +$778K +4,887 +6%
BC
133
Bartlett & Co
Ohio
$13M -$218K -1,367 -2%
BCWM
134
Bartlett & Co Wealth Management
Ohio
$13M -$218K -1,367 -2%
EWA
135
EP Wealth Advisors
California
$12.8M -$302K -1,895 -2%
BWP
136
Baldwin Wealth Partners
Massachusetts
$12.8M +$12.4M +78,020 +2,738%
KBFS
137
Kohmann Bosshard Financial Services
Ohio
$12.7M +$40.6K +255 +0.3%
EI
138
Ellevest Inc
New York
$12.3M +$258K +1,621 +2%
NECFA
139
New England Capital Financial Advisors
Connecticut
$12.2M +$11.6M +72,972 New
SWM
140
Shakespeare Wealth Management
Wisconsin
$12.2M +$822K +5,166 +7%
BCM
141
Brookstone Capital Management
Illinois
$12.1M -$859K -5,396 -7%
AA
142
Ancora Advisors
Ohio
$12M +$841K +5,285 +7%
TWM
143
Tradition Wealth Management
Minnesota
$11.9M +$366K +2,298 +3%
AW
144
Avion Wealth
Texas
$11.9M
AWS
145
Atria Wealth Solutions
New York
$11.9M +$1.19M +7,482 +11%
QIM
146
Quest Investment Management
Oregon
$11.8M
JIR
147
James Investment Research
Ohio
$11.7M -$389K -2,443 -3%
FPIS
148
Financial Planning & Information Services
Wisconsin
$11.7M -$20.4K -128 -0.2%
PMFA
149
Plante Moran Financial Advisors
Michigan
$11.6M +$7.21M +45,314 +162%
TYCC
150
Texas Yale Capital Corp
Florida
$11.3M +$108K +677 +1%