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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
151
Capital Wealth Management
Rhode Island
$13.9M +$134K +699 +1%
TW
152
Traveka Wealth
California
$13.9M +$1.34M +6,985 +11%
JCM
153
Jacobsen Capital Management
Utah
$13.8M -$66.5K -346 -0.5%
DADC
154
D.A. Davidson & Co
Montana
$13.8M -$129K -671 -1%
AAS
155
Avantax Advisory Services
Texas
$13.7M -$309K -1,608 -2%
Pathstone Holdings
156
Pathstone Holdings
New Jersey
$13.6M -$93.8K -488 -0.7%
BF
157
Brooklyn FI
New York
$13.6M +$29.4K +153 +0.2%
TWM
158
Tradition Wealth Management
Minnesota
$13.6M +$265K +1,378 +2%
TYCC
159
Texas Yale Capital Corp
Florida
$13.5M -$1.73K -9 -0%
EI
160
Ellevest Inc
New York
$13.4M +$40K +208 +0.3%
FPIS
161
Financial Planning & Information Services
Wisconsin
$13.1M +$1.51M +7,833 +14%
PGFC
162
Peapack-Gladstone Financial Corp
New Jersey
$13.1M -$66.7K -347 -0.5%
SIA
163
Strategic Investment Advisors
Michigan
$13M +$598K +3,112 +5%
ASN
164
Advisory Services Network
Georgia
$12.9M
CWM
165
Congress Wealth Management
Massachusetts
$12.8M -$1.03M -5,353 -8%
HB
166
HTLF Bank
Colorado
$12.8M +$25.4K +132 +0.2%
HC
167
Hillman Company
Pennsylvania
$12.7M
WBG
168
Wharton Business Group
Pennsylvania
$12.6M -$571K -2,973 -5%
GC
169
Garde Capital
Washington
$12.5M -$244K -1,269 -2%
MWA
170
Moser Wealth Advisors
Washington
$12.5M +$52.1K +271 +0.4%
FA
171
Fiducient Advisors
Illinois
$12.5M +$10.6M +55,315 +825%
BCIM
172
Bishop & Co Investment Management
Pennsylvania
$12.4M +$142K +740 +1%
PPW
173
Presilium Private Wealth
Pennsylvania
$12.3M -$10.4K -54 -0.1%
AA
174
Ancora Advisors
Ohio
$12.2M -$3.41M -17,731 -23%
FSWA
175
Financial Synergies Wealth Advisors
Texas
$12.2M -$101K -526 -0.9%