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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GFWA
126
Grey Fox Wealth Advisors
Delaware
$15.4M +$859K +4,652 +6%
KIM
127
Kestra Investment Management
Texas
$15.2M +$15.4M +83,429 New
BFA
128
BBJS Financial Advisors
Washington
$15.1M -$667K -3,612 -4%
PMFA
129
Plante Moran Financial Advisors
Michigan
$15.1M -$95.3K -516 -0.6%
AC
130
Apella Capital
Connecticut
$14.9M -$1.26M -6,845 -8%
CA
131
Capital Advantage
California
$14.8M +$2.05M +11,100 +16%
SCI
132
Silver Coast Investments
United States
$14.6M +$2.9M +15,675 +24%
NECFA
133
New England Capital Financial Advisors
Connecticut
$14.5M +$239K +1,294 +2%
AA
134
Ancora Advisors
Ohio
$14.4M -$213K -1,154 -1%
JIC
135
Johnson Investment Counsel
Ohio
$14.2M +$623K +3,375 +5%
BCWM
136
Bartlett & Co Wealth Management
Ohio
$14M -$98.8K -535 -0.7%
AWA
137
Aaron Wealth Advisors
Illinois
$14M +$219K +1,186 +2%
LWP
138
LMG Wealth Partners
Louisiana
$13.9M -$234K -1,265 -2%
AT
139
Arden Trust
Delaware
$13.9M -$94.2K -510 -0.7%
QIM
140
Quest Investment Management
Oregon
$13.6M
PFM
141
Phillips Financial Management
Indiana
$13.5M -$88.1K -477 -0.6%
FC
142
Family CFO
California
$13.2M -$50.6K -274 -0.4%
AI
143
Arvest Investments
Arkansas
$13.1M -$413K -2,236 -3%
BFEC
144
Benjamin F. Edwards & Company
Missouri
$13M -$674K -3,648 -5%
WMWM
145
Whitaker-Myers Wealth Managers
Ohio
$12.9M +$1.5M +8,098 +13%
ASN
146
Advisory Services Network
Georgia
$12.9M +$2.76M +14,957 +27%
Bank of New York Mellon
147
Bank of New York Mellon
New York
$12.8M +$675K +3,656 +6%
AAS
148
Avantax Advisory Services
Texas
$12.8M +$1.02M +5,504 +9%
RF
149
Robinswood Financial
Washington
$12.7M +$211K +1,144 +2%
CCA
150
Checchi Capital Advisers
California
$12.7M -$8.87K -48 -0.1%