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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AA
151
ALPS Advisors
Colorado
$7.46M -$240K -1,860 -3%
PPP
152
Private Portfolio Partners
New Jersey
$7.41M +$123K +950 +2%
FCI
153
Financial Counselors Inc
Kansas
$7.28M -$183K -1,419 -3%
EI
154
Ellevest Inc
New York
$7.24M +$306K +2,372 +5%
TW
155
Towerpoint Wealth
California
$7.23M +$256K +1,985 +4%
FA
156
FDx Advisors
Illinois
$7.12M -$483K -3,743 -7%
WA
157
Waverly Advisors
Alabama
$7.12M +$323K +2,502 +6%
RIM
158
Rockbridge Investment Management
New York
$6.99M -$274K -2,127 -4%
TC
159
Tacita Capital
Ontario, Canada
$6.88M +$6.25M +48,416 New
WPWM
160
Windward Private Wealth Management
Kansas
$6.86M +$6.22M +48,247 New
MWA
161
Moser Wealth Advisors
Washington
$6.73M -$43.7K -339 -0.7%
AC
162
Apella Capital
Connecticut
$6.68M +$849K +6,580 +16%
Northern Trust
163
Northern Trust
Illinois
$6.58M +$122K +947 +2%
CC
164
Courier Capital
New York
$6.56M +$490K +3,799 +9%
BFS
165
Bradley Foster & Sargent
Connecticut
$6.54M +$696K +5,397 +13%
I
166
INVST
Indiana
$6.46M -$17.3K -134 -0.3%
VWA
167
Visionary Wealth Advisors
Illinois
$6.39M +$5.8M +44,949 New
Baird Financial Group
168
Baird Financial Group
Wisconsin
$6.31M +$471K +3,649 +9%
Bank of New York Mellon
169
Bank of New York Mellon
New York
$6.31M -$225K -1,747 -4%
NHC
170
Nicholas Hoffman & Company
Georgia
$6.28M +$194K +1,500 +4%
KL
171
KWMG LLC
Kansas
$6.24M +$265K +2,051 +5%
JCM
172
Jacobsen Capital Management
Utah
$6.18M +$1.83M +14,182 +48%
SG Americas Securities
173
SG Americas Securities
New York
$6.1M +$5.54M +42,922 New
EWA
174
EP Wealth Advisors
California
$5.95M +$2.2M +17,065 +69%
AIS
175
American Investment Services
Massachusetts
$5.88M +$249K +1,930 +5%