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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
126
Janney Montgomery Scott
Pennsylvania
$17.2M +$2.25M +10,949 +14%
TFP
127
TrueWealth Financial Partners
Washington
$16.9M +$278K +1,353 +2%
GT
128
Glenmede Trust
Pennsylvania
$16.7M -$101K -492 -0.6%
CCA
129
Checchi Capital Advisers
California
$16.5M +$2.74M +13,335 +19%
SPIA
130
Steward Partners Investment Advisory
New York
$16.3M +$705K +3,434 +4%
JIC
131
Johnson Investment Counsel
Ohio
$16.2M +$482K +2,349 +3%
Brown Advisory
132
Brown Advisory
Maryland
$15.9M +$9.28M +45,193 +129%
JC
133
JBGlobal.com
New York
$15.9M +$16.5M +80,173 New
NECFA
134
New England Capital Financial Advisors
Connecticut
$15.8M -$50.1K -244 -0.3%
CA
135
Capital Advantage
California
$15.6M -$167K -812 -1%
Prudential Financial
136
Prudential Financial
New Jersey
$15.5M -$5.25M -25,565 -25%
PMFA
137
Plante Moran Financial Advisors
Michigan
$15.4M -$364K -1,773 -2%
WMWM
138
Whitaker-Myers Wealth Managers
Ohio
$15.4M +$626K +3,047 +4%
LWP
139
LMG Wealth Partners
Louisiana
$14.9M -$77.2K -376 -0.5%
FC
140
Family CFO
California
$14.9M +$464K +2,262 +3%
BCWM
141
Bartlett & Co Wealth Management
Ohio
$14.8M -$248K -1,208 -2%
QIM
142
Quest Investment Management
Oregon
$14.7M
AAS
143
Avantax Advisory Services
Texas
$14.7M +$1.17M +5,699 +8%
ASN
144
Advisory Services Network
Georgia
$14.6M +$635K +3,091 +4%
TW
145
Traveka Wealth
California
$14.5M +$852K +4,152 +6%
BEI
146
Benjamin Edwards Inc
Missouri
$14.5M -$146K -710 -1%
RF
147
Robinswood Financial
Washington
$14.4M +$150K +729 +1%
AC
148
Apella Capital
Connecticut
$14.3M -$1.66M -8,063 -10%
PPP
149
Private Portfolio Partners
New Jersey
$14.2M +$173K +845 +1%
TYCC
150
Texas Yale Capital Corp
Florida
$13.7M +$439K +2,140 +3%