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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
151
MassMutual Private Wealth & Trust
Connecticut
$13.4M +$6.8M +41,630 +126%
QIM
152
Quest Investment Management
Oregon
$13.4M
AWA
153
Aaron Wealth Advisors
Illinois
$13.4M -$36.7K -225 -0.3%
BF
154
Brooklyn FI
New York
$13.2M -$3.63M -22,206 -23%
SCI
155
Silver Coast Investments
United States
$13.2M +$12M +73,496 New
AWM
156
Avior Wealth Management
Nebraska
$13.2M -$3.93M -24,068 -25%
FC
157
Family CFO
California
$13.1M +$695K +4,255 +6%
RF
158
Robinswood Financial
Washington
$13M +$107K +653 +0.9%
FPIS
159
Financial Planning & Information Services
Wisconsin
$13M +$119K +727 +1%
JIC
160
Johnson Investment Counsel
Ohio
$12.9M +$1.44M +8,837 +14%
GFWA
161
Grey Fox Wealth Advisors
Delaware
$12.8M +$1.65M +10,096 +17%
CA
162
Capital Advantage
California
$12.4M -$177K -1,085 -2%
SOWBOCOPL
163
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
$12.4M
PGFC
164
Peapack-Gladstone Financial Corp
New Jersey
$12.3M -$122K -747 -1%
GC
165
Garde Capital
Washington
$12.2M +$5.18M +31,725 +87%
PP
166
Prosperity Planning
Missouri
$12.2M +$573K +3,510 +5%
EDRIA
167
Edmonds Duncan Registered Investment Advisors
Kansas
$12.2M +$24.5K +150 +0.2%
CWM
168
Capital Wealth Management
Rhode Island
$12.1M +$29.1K +178 +0.3%
TYCC
169
Texas Yale Capital Corp
Florida
$12.1M +$32.6K +200 +0.3%
AAS
170
Avantax Advisory Services
Texas
$12.1M -$3.09M -18,936 -22%
Bank of New York Mellon
171
Bank of New York Mellon
New York
$12.1M -$977K -5,987 -8%
PPP
172
Private Portfolio Partners
New Jersey
$11.9M +$166K +1,014 +2%
WBG
173
Wharton Business Group
Pennsylvania
$11.8M -$146K -894 -1%
EI
174
Ellevest Inc
New York
$11.7M +$88.2K +540 +0.8%
TWM
175
Tradition Wealth Management
Minnesota
$11.5M -$15.5M -94,854 -60%