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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TYCC
151
Texas Yale Capital Corp
Florida
$14.2M +$2.66K +13 +0%
PGFC
152
Peapack-Gladstone Financial Corp
New Jersey
$13.9M +$579K +2,831 +4%
Bank of New York Mellon
153
Bank of New York Mellon
New York
$13.9M +$1.44M +7,050 +12%
BTIM
154
BancFirst Trust & Investment Management
Oklahoma
$13.7M +$575K +2,810 +4%
VFG
155
Victory Financial Group
Texas
$13.7M +$882K +4,312 +7%
ASN
156
Advisory Services Network
Georgia
$13.4M +$360K +1,761 +3%
AC
157
Apella Capital
Connecticut
$13.4M +$206K +1,007 +2%
AA
158
Ancora Advisors
Ohio
$13.3M +$49.1K +240 +0.4%
MCM
159
MAI Capital Management
Ohio
$13.1M +$1.97M +9,621 +18%
HWM
160
HB Wealth Management
Georgia
$12.9M -$16.8K -82 -0.1%
WAM
161
Weinberger Asset Management
California
$12.7M +$283K +1,382 +2%
PCM
162
Payne Capital Management
New York
$12.6M +$1.49M +7,310 +14%
BWFA
163
Baltimore-Washington Financial Advisors
Maryland
$12.6M +$1.72M +8,394 +16%
FSWA
164
Financial Synergies Wealth Advisors
Texas
$12.4M +$15.3K +75 +0.1%
AFG
165
Atomi Financial Group
New York
$12.3M +$370K +1,811 +3%
JE
166
JMAC Enterprises
Pennsylvania
$12.2M +$315K +1,541 +3%
SFP
167
Shepherd Financial Partners
Massachusetts
$12.2M -$271K -1,324 -2%
CTWM
168
Cherry Tree Wealth Management
Minnesota
$12.2M +$205K +1,004 +2%
FCM
169
Fourpath Capital Management
Oklahoma
$12.2M +$11.9M +58,341 New
CFFP
170
Center for Financial Planning
Michigan
$12.1M -$106K -520 -0.9%
GC
171
Garde Capital
Washington
$12.1M -$219K -1,071 -2%
FPW
172
Flywheel Private Wealth
California
$12M +$804K +3,932 +7%
ES
173
Eagle Strategies
New York
$11.9M +$1.91M +9,339 +20%
PWM
174
Praetorian Wealth Management
California
$11.8M +$94.1K +460 +0.8%
PFA
175
Pure Financial Advisors
California
$11.7M +$394K +1,929 +4%