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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
151
Avantax Advisory Services
Texas
$3.77M -$1.02M -8,377 -16%
BWFA
152
Baltimore-Washington Financial Advisors
Maryland
$3.74M -$33.5K -276 -0.7%
FHA
153
First Horizon Advisors
Tennessee
$3.72M -$229K -1,890 -4%
PA
154
Parallel Advisors
California
$3.64M -$1.09M -8,992 -18%
BCM
155
Bridgeway Capital Management
Texas
$3.55M +$4.85M +40,000 New
GC
156
Garde Capital
Washington
$3.55M -$348K -2,865 -7%
EDRIA
157
Edmonds Duncan Registered Investment Advisors
Kansas
$3.52M +$4.81M +39,628 New
SFM
158
Signet Financial Management
New Jersey
$3.5M -$235K -1,935 -5%
NHC
159
Nicholas Hoffman & Company
Georgia
$3.45M +$1.65M +13,599 +54%
EI
160
Ellevest Inc
New York
$3.43M +$1.27M +10,455 +37%
SL
161
Systelligence LLC
Minnesota
$3.39M +$2.19M +18,079 +90%
WA
162
Waverly Advisors
Alabama
$3.38M +$510K +4,208 +12%
BAM
163
BTS Asset Management
Massachusetts
$3.37M +$4.6M +37,910 New
CI
164
CX Institutional
Indiana
$3.36M +$3.48M +28,689 +312%
TW
165
Towerpoint Wealth
California
$3.35M -$2.86M -23,578 -38%
NWM
166
Northwest Wealth Management
Iowa
$3.31M -$292K -2,404 -6%
BOPW
167
Brandywine Oak Private Wealth
Pennsylvania
$3.3M +$3.74M +30,818 +486%
CC
168
Courier Capital
New York
$3.22M +$73.4K +605 +2%
HC
169
HNP Capital
New York
$3.22M +$4.31M +35,548 New
WIC
170
Whitegate Investment Counselors
New Hampshire
$3.19M +$412K +3,395 +10%
NFC
171
Northeast Financial Consultants
Connecticut
$3.16M +$121K +1,000 +3%
NFG
172
Next Financial Group
Texas
$3.13M -$295K -2,431 -6%
3F
173
360 Financial
Minnesota
$3.09M +$78.8K +650 +2%
UB
174
UMB Bank
Missouri
$3M +$453K +3,733 +12%
KL
175
KWMG LLC
Kansas
$2.98M +$173K +1,424 +4%