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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EDRIA
151
Edmonds Duncan Registered Investment Advisors
Kansas
$9.22M +$53.1K +334 +0.5%
PWM
152
Praetorian Wealth Management
California
$9.06M -$261K -1,644 -3%
AI
153
Atria Investments
North Carolina
$9.04M +$1.82M +11,468 +22%
PPP
154
Private Portfolio Partners
New Jersey
$9.01M +$312K +1,964 +3%
BF
155
Blankinship & Foster
California
$8.98M -$265K -1,670 -3%
WANY
156
Wealthspire Advisors (New York)
New York
$8.89M +$6.28M +39,510 +176%
Janney Montgomery Scott
157
Janney Montgomery Scott
Pennsylvania
$8.8M +$92.6K +583 +1%
NHC
158
Nicholas Hoffman & Company
Georgia
$8.8M +$185K +1,163 +2%
HCMT
159
Highland Capital Management (Tennessee)
Tennessee
$8.58M -$73.4K -462 -0.8%
PFO
160
Pathstone Family Office
New Jersey
$8.49M +$5.4M +33,969 +135%
FM
161
Foster & Motley
Ohio
$8.48M -$1.82M -11,474 -16%
Bank of New York Mellon
162
Bank of New York Mellon
New York
$8.31M +$195K +1,225 +2%
KL
163
KWMG LLC
Kansas
$8.09M +$304K +1,915 +4%
FC
164
Family CFO
California
$8.08M +$721K +4,541 +9%
M&T Bank
165
M&T Bank
New York
$8.06M -$1.47M -9,243 -14%
US Bancorp
166
US Bancorp
Minnesota
$7.98M +$198K +1,249 +2%
CFO
167
Collective Family Office
Pennsylvania
$7.9M -$940K -5,918 -10%
AFS
168
Annapolis Financial Services
Maryland
$7.88M +$12.1K +76 +0.1%
PP
169
Prosperity Planning
Missouri
$7.88M +$1.87M +11,768 +27%
AWA
170
Aaron Wealth Advisors
Illinois
$7.87M +$927K +5,835 +12%
MWA
171
Moser Wealth Advisors
Washington
$7.84M +$155K +975 +2%
QFA
172
Quattro Financial Advisors
Texas
$7.78M -$40.3K -254 -0.5%
CA
173
Capital Advantage
California
$7.71M -$345K -2,175 -4%
RFA
174
Radnor Financial Advisors
Pennsylvania
$7.69M +$20.6K +130 +0.2%
ONB
175
Old National Bancorp
Indiana
$7.67M -$175K -1,101 -2%