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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFA
151
BBJS Financial Advisors
Washington
$11.3M +$11.3M +71,076 New
PFM
152
Phillips Financial Management
Indiana
$11.2M -$205K -1,285 -2%
PGFC
153
Peapack-Gladstone Financial Corp
New Jersey
$11.2M -$31.8K -200 -0.3%
WANY
154
Wealthspire Advisors (New York)
New York
$11.2M +$1.32M +8,271 +13%
TFP
155
TrueWealth Financial Partners
Washington
$11.1M +$292K +1,835 +3%
PWM
156
Praetorian Wealth Management
California
$11M +$973K +6,109 +10%
FPAS
157
Focus Partners Advisor Solutions
Missouri
$10.9M +$331K +2,081 +3%
JIC
158
Johnson Investment Counsel
Ohio
$10.8M +$58.9K +370 +0.5%
CA
159
Capital Advantage
California
$10.8M +$2.29M +14,400 +27%
BTCPP
160
Border to Coast Pensions Partnership
United Kingdom
$10.8M +$10.8M +68,000 New
SPIA
161
Steward Partners Investment Advisory
New York
$10.8M -$1.79M -11,267 -14%
NA
162
NewEdge Advisors
Louisiana
$10.7M +$3.59M +22,564 +25%
BAM
163
Baldrige Asset Management
Pennsylvania
$10.3M -$157K -985 -1%
NHC
164
Nicholas Hoffman & Company
Georgia
$10.2M +$470K +2,954 +5%
AI
165
Atria Investments
North Carolina
$10.2M +$142K +891 +1%
PPP
166
Private Portfolio Partners
New Jersey
$10.1M +$83.1K +522 +0.8%
Carson Wealth (CWM LLC)
167
Carson Wealth (CWM LLC)
Nebraska
$10M +$2.61M +16,419 +35%
BPA
168
Beacon Pointe Advisors
California
$9.98M -$377K -2,368 -4%
EDRIA
169
Edmonds Duncan Registered Investment Advisors
Kansas
$9.64M -$569K -3,571 -6%
AAS
170
Avantax Advisory Services
Texas
$9.64M +$2.29M +14,404 +31%
BF
171
Brooklyn FI
New York
$9.38M -$1.73M -10,883 -30%
HCMT
172
Highland Capital Management (Tennessee)
Tennessee
$9.38M -$130K -816 -1%
BF
173
Blankinship & Foster
California
$9.34M -$601K -3,772 -6%
ONB
174
Old National Bancorp
Indiana
$9.19M +$690K +4,334 +8%
EC
175
Estate Counselors
Wisconsin
$9.19M +$8.95M +56,210 +3,427%