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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWAG
126
ARS Wealth Advisors Group
Florida
$13.3M +$257K +1,555 +2%
BWP
127
Baldwin Wealth Partners
Massachusetts
$12.9M +$114K +689 +0.9%
BC
128
Bartlett & Co
Ohio
$12.8M -$148K -894 -1%
BCWM
129
Bartlett & Co Wealth Management
Ohio
$12.8M -$148K -894 -1%
KBFS
130
Kohmann Bosshard Financial Services
Ohio
$12.8M +$122K +735 +0.9%
EI
131
Ellevest Inc
New York
$12.6M +$357K +2,159 +3%
AA
132
Ancora Advisors
Ohio
$12.6M +$553K +3,340 +4%
SWM
133
Shakespeare Wealth Management
Wisconsin
$12.3M +$158K +957 +1%
KAS
134
Kestra Advisory Services
Texas
$12.3M -$8.4M -50,772 -40%
AWS
135
Atria Wealth Solutions
New York
$12.1M +$295K +1,785 +2%
TFP
136
TrueWealth Financial Partners
Washington
$12M +$901K +5,441 +8%
FPAS
137
Focus Partners Advisor Solutions
Missouri
$11.9M +$1.11M +6,723 +10%
QIM
138
Quest Investment Management
Oregon
$11.8M
NECFA
139
New England Capital Financial Advisors
Connecticut
$11.6M +$11.4K +69 +0.1%
BFEC
140
Benjamin F. Edwards & Company
Missouri
$11.6M -$1.53M -9,219 -11%
FPIS
141
Financial Planning & Information Services
Wisconsin
$11.5M -$201K -1,215 -2%
JIR
142
James Investment Research
Ohio
$11.5M -$228K -1,376 -2%
PWM
143
Praetorian Wealth Management
California
$11.3M +$360K +2,173 +3%
TYCC
144
Texas Yale Capital Corp
Florida
$11.3M -$3.48K -21 -0%
PFM
145
Phillips Financial Management
Indiana
$11.3M +$68.7K +415 +0.6%
BPA
146
Beacon Pointe Advisors
California
$11.3M +$1.34M +8,072 +13%
BFA
147
BBJS Financial Advisors
Washington
$11.2M -$115K -693 -1%
PGFC
148
Peapack-Gladstone Financial Corp
New Jersey
$11.1M -$102K -615 -0.9%
Carson Wealth (CWM LLC)
149
Carson Wealth (CWM LLC)
Nebraska
$10.9M +$938K +5,664 +9%
CA
150
Capital Advantage
California
$10.9M +$245K +1,481 +2%