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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TW
151
Traveka Wealth
California
$15M -$723K -3,234 -4%
AC
152
Apella Capital
Connecticut
$14.9M +$748K +3,344 +6%
PGFC
153
Peapack-Gladstone Financial Corp
New Jersey
$14.8M -$232K -1,039 -1%
UB
154
UMB Bank
Missouri
$14.8M -$605K -2,707 -4%
TYCC
155
Texas Yale Capital Corp
Florida
$14.7M -$44.7K -200 -0.3%
VFG
156
Victory Financial Group
Texas
$14.2M +$667K +2,985 +5%
AA
157
Ancora Advisors
Ohio
$14.2M +$421K +1,881 +3%
BWFA
158
Baltimore-Washington Financial Advisors
Maryland
$14.2M +$768K +3,435 +6%
BCWM
159
Bartlett & Co Wealth Management
Ohio
$14.1M -$930K -4,160 -6%
BTIM
160
BancFirst Trust & Investment Management
Oklahoma
$14M -$11.4K -51 -0.1%
JCM
161
Jacobsen Capital Management
Utah
$13.9M -$458K -2,050 -3%
HWM
162
HB Wealth Management
Georgia
$13.8M -$162K -726 -1%
PCM
163
Payne Capital Management
New York
$13.8M +$201K +901 +1%
ASN
164
Advisory Services Network
Georgia
$13.6M -$2.08M -9,297 -13%
CBU
165
CIBC Bancorp USA
Illinois
$13.5M +$14M +62,486 New
Bank of New York Mellon
166
Bank of New York Mellon
New York
$13.5M -$49.4K -221 -0.4%
JE
167
JMAC Enterprises
Pennsylvania
$13.2M +$146K +655 +1%
AFG
168
Atomi Financial Group
New York
$13.2M +$791K +3,540 +6%
WAM
169
Weinberger Asset Management
California
$13.1M +$24.6K +110 +0.2%
FPW
170
Flywheel Private Wealth
California
$13.1M +$140K +626 +1%
CT
171
Coastline Trust
Rhode Island
$12.9M -$8.41M -37,601 -39%
PWM
172
Praetorian Wealth Management
California
$12.9M +$24.6K +110 +0.2%
William Blair & Company
173
William Blair & Company
Illinois
$12.9M +$162K +723 +1%
FA
174
Fiducient Advisors
Illinois
$12.8M -$10.6M -47,228 -44%
FSWA
175
Financial Synergies Wealth Advisors
Texas
$12.8M -$224K -1,002 -2%