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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
I
151
INVST
Indiana
$9.08M +$1.15M +7,306 +16%
BF
152
Blankinship & Foster
California
$8.99M +$8.55M +54,268 New
EI
153
Ellevest Inc
New York
$8.95M +$488K +3,097 +6%
NHC
154
Nicholas Hoffman & Company
Georgia
$8.89M +$1.5M +9,538 +22%
PWM
155
Praetorian Wealth Management
California
$8.88M +$173K +1,096 +2%
SCA
156
Spearhead Capital Advisors
Florida
$8.82M -$888K -5,636 -10%
AW
157
Avion Wealth
Texas
$8.8M +$67.4K +428 +0.8%
PCG
158
Private Capital Group
Connecticut
$8.76M -$860K -5,458 -9%
MCWS
159
McKinley Carter Wealth Services
West Virginia
$8.72M -$318K -2,021 -4%
PP
160
PrairieView Partners
Minnesota
$8.68M -$276K -1,755 -3%
Bank of New York Mellon
161
Bank of New York Mellon
New York
$8.65M +$1.24M +7,878 +18%
PPP
162
Private Portfolio Partners
New Jersey
$8.65M +$22.2K +141 +0.3%
AC
163
Apella Capital
Connecticut
$8.63M +$807K +5,124 +11%
CM
164
Columbus Macro
Pennsylvania
$8.57M -$1.28M -8,155 -14%
WFM
165
Wolff Financial Management
Michigan
$8.57M -$132K -839 -2%
CWM
166
Cornerstone Wealth Management
Missouri
$8.42M -$321K -2,039 -4%
PAS
167
Park Avenue Securities
New York
$8.39M +$2.38M +15,079 +42%
IFS
168
Ifrah Financial Services
Arkansas
$8.3M +$7.89M +50,125 New
TW
169
Towerpoint Wealth
California
$8.21M -$191K -1,215 -2%
Baird Financial Group
170
Baird Financial Group
Wisconsin
$8.21M +$821K +5,215 +12%
VWA
171
Visionary Wealth Advisors
Illinois
$8.17M +$693K +4,402 +10%
FA
172
FDx Advisors
Illinois
$7.93M -$345K -2,191 -4%
EWA
173
EP Wealth Advisors
California
$7.86M +$892K +5,663 +14%
MWA
174
Moser Wealth Advisors
Washington
$7.83M -$9.92K -63 -0.1%
Northern Trust
175
Northern Trust
Illinois
$7.8M +$130K +828 +2%