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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OWA
151
Octavia Wealth Advisors
Ohio
$10.8M +$1.98M +11,938 +21%
BCM
152
Brookstone Capital Management
Illinois
$10.7M -$1.18M -7,141 -10%
AAS
153
Avantax Advisory Services
Texas
$10.6M +$1.05M +6,325 +10%
SOWBOCOPL
154
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
$10.6M +$11.1M +66,960 New
AA
155
ALPS Advisors
Colorado
$10.6M -$9.98M -60,286 -47%
ML
156
McAdam LLC
Pennsylvania
$10.6M +$4.98M +30,085 +82%
SPIA
157
Steward Partners Investment Advisory
New York
$10.5M -$286K -1,727 -3%
NHC
158
Nicholas Hoffman & Company
Georgia
$10.5M +$280K +1,689 +3%
FC
159
Family CFO
California
$10.4M +$1.4M +8,428 +15%
PPP
160
Private Portfolio Partners
New Jersey
$10.4M +$340K +2,056 +3%
BAM
161
Baldrige Asset Management
Pennsylvania
$10.3M +$20K +121 +0.2%
CWM
162
Capital Wealth Management
Rhode Island
$10.2M +$5.83M +35,197 +122%
AWA
163
Aaron Wealth Advisors
Illinois
$10.2M +$1.63M +9,861 +18%
JIC
164
Johnson Investment Counsel
Ohio
$10.1M -$731K -4,414 -6%
Bank of New York Mellon
165
Bank of New York Mellon
New York
$10M -$5.95M -35,921 -36%
ASN
166
Advisory Services Network
Georgia
$9.79M +$2.42M +14,609 +31%
EDRIA
167
Edmonds Duncan Registered Investment Advisors
Kansas
$9.52M -$123K -745 -1%
HCMT
168
Highland Capital Management (Tennessee)
Tennessee
$9.37M -$1.82K -11 -0%
WANY
169
Wealthspire Advisors (New York)
New York
$9.35M -$1.88M -11,355 -16%
KL
170
KWMG LLC
Kansas
$9.32M +$281K +1,696 +3%
BF
171
Blankinship & Foster
California
$9.26M -$89.1K -538 -0.9%
DADC
172
D.A. Davidson & Co
Montana
$9.17M +$74.2K +448 +0.8%
William Blair & Company
173
William Blair & Company
Illinois
$9.14M +$124K +752 +1%
PP
174
Prosperity Planning
Missouri
$8.99M +$278K +1,681 +3%
CWM
175
Cornerstone Wealth Management
Missouri
$8.95M +$9.33M +56,384 New