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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FM
151
Foster & Motley
Ohio
$11.7M -$29.9K -172 -0.3%
JIC
152
Johnson Investment Counsel
Ohio
$11.7M -$130K -748 -1%
AA
153
Ancora Advisors
Ohio
$11.6M +$1.26M +7,220 +12%
RVPG
154
Relative Value Partners Group
$11.5M +$850K +4,889 +8%
TFP
155
TrueWealth Financial Partners
Washington
$11.5M +$257K +1,479 +2%
Bank of New York Mellon
156
Bank of New York Mellon
New York
$11.2M +$1.07M +6,138 +11%
BF
157
Blankinship & Foster
California
$11.1M +$167K +963 +2%
PWM
158
Praetorian Wealth Management
California
$11.1M +$498K +2,866 +5%
CFO
159
Collective Family Office
Pennsylvania
$10.9M +$1.61M +9,273 +18%
HCMT
160
Highland Capital Management (Tennessee)
Tennessee
$10.8M -$273K -1,568 -2%
Janney Montgomery Scott
161
Janney Montgomery Scott
Pennsylvania
$10.6M +$627K +3,605 +6%
NHC
162
Nicholas Hoffman & Company
Georgia
$10.5M +$172K +992 +2%
WIA
163
World Investment Advisors
California
$10.5M -$440K -2,528 -4%
AWS
164
Atria Wealth Solutions
New York
$10.5M +$10.4M +59,669 New
PPP
165
Private Portfolio Partners
New Jersey
$10.4M +$509K +2,925 +5%
ASI
166
Advisory Services & Investments
Oregon
$10.4M -$79.1K -455 -0.8%
OWA
167
Octavia Wealth Advisors
Ohio
$9.88M +$498K +2,864 +5%
EC
168
Estate Counselors
Wisconsin
$9.84M +$9.38M +53,945 +2,697%
DBT
169
Dubuque Bank & Trust
Iowa
$9.78M +$723K +4,157 +8%
BFS
170
Bradley Foster & Sargent
Connecticut
$9.77M +$587K +3,378 +6%
WA
171
Waverly Advisors
Alabama
$9.74M +$386K +2,220 +4%
AFS
172
Annapolis Financial Services
Maryland
$9.63M -$170K -976 -2%
RZH
173
Relyea Zuckerberg Hanson
Connecticut
$9.5M +$1.63M +9,403 +21%
SCA
174
Spearhead Capital Advisors
Florida
$9.5M -$98.9K -569 -1%
MWA
175
Moser Wealth Advisors
Washington
$9.46M +$290K +1,667 +3%