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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GT
126
Glenmede Trust
Pennsylvania
$15.3M -$393K -1,990 -2%
WIA
127
World Investment Advisors
California
$15.2M +$12.8M +64,652 +377%
Janney Montgomery Scott
128
Janney Montgomery Scott
Pennsylvania
$14.7M -$1.5M -7,583 -9%
PMFA
129
Plante Moran Financial Advisors
Michigan
$14.4M -$119K -600 -0.8%
FC
130
Family CFO
California
$14.2M +$290K +1,469 +2%
SIA
131
Strategic Investment Advisors
Michigan
$14.1M +$1.29M +6,554 +9%
LWP
132
LMG Wealth Partners
Louisiana
$14.1M +$57.7K +292 +0.4%
TW
133
Traveka Wealth
California
$14M +$348K +1,760 +2%
AAS
134
Avantax Advisory Services
Texas
$13.9M +$86.9K +440 +0.6%
RF
135
Robinswood Financial
Washington
$13.8M +$293K +1,483 +2%
QIM
136
Quest Investment Management
Oregon
$13.8M
JC
137
JBGlobal.com
New York
$13.6M -$1.37M -6,950 -9%
CCA
138
Checchi Capital Advisers
California
$13.6M -$1.97M -9,984 -12%
BF
139
Brooklyn FI
New York
$13.6M +$896K +4,538 +7%
BEI
140
Benjamin Edwards Inc
Missouri
$13.3M -$296K -1,498 -2%
BCWM
141
Bartlett & Co Wealth Management
Ohio
$13.3M -$645K -3,266 -4%
SP
142
Symmetry Partners
Connecticut
$13.1M -$5.44M -27,538 -28%
CWM
143
Capital Wealth Management
Rhode Island
$12.9M +$155K +787 +1%
AI
144
Arvest Investments
Arkansas
$12.9M +$405K +2,051 +3%
PLU
145
Performa Ltd (US)
South Carolina
$12.9M +$1.9M +9,612 +16%
PFM
146
Phillips Financial Management
Indiana
$12.8M -$81K -410 -0.6%
PFA
147
Pure Financial Advisors
California
$12.7M +$7.24M +36,646 +116%
TWM
148
Tradition Wealth Management
Minnesota
$12.7M +$84.4K +427 +0.6%
JCM
149
Jacobsen Capital Management
Utah
$12.7M -$83.8K -424 -0.6%
PPW
150
Presilium Private Wealth
Pennsylvania
$12.7M +$1.23M +6,234 +10%