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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
176
Praetorian Wealth Management
California
$14M +$52.3K +225 +0.4%
FMTCOCP
177
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$14M +$200K +858 +2%
PRP
178
Peak Retirement Planning
Ohio
$13.7M +$1.46M +6,293 +13%
CFFP
179
Center for Financial Planning
Michigan
$13.6M +$58.4K +251 +0.5%
CA
180
Capital Advantage
California
$13.4M +$200K +859 +2%
IWM
181
Inlight Wealth Management
Georgia
$13.4M +$1.89M +8,133 +17%
CIA
182
Concurrent Investment Advisors
Florida
$13.2M +$799K +3,433 +7%
FCM
183
Firestone Capital Management
Florida
$13.2M +$479K +2,061 +4%
FFP
184
Forbes Financial Planning
Rhode Island
$13.1M -$72.6K -312 -0.6%
KBFS
185
Kohmann Bosshard Financial Services
Ohio
$12.8M +$188K +808 +2%
GFA
186
Gladwyn Financial Advisors
Virginia
$12.7M +$286K +1,231 +2%
SC
187
Sepio Capital
Utah
$12.7M -$145K -625 -1%
OP
188
Oath Planning
Oklahoma
$12.6M +$1.31M +5,653 +12%
FOFP
189
Fee-Only Financial Planning
South Carolina
$12.6M -$158K -679 -1%
LSA
190
Lansing Street Advisors
Pennsylvania
$12.5M +$33K +142 +0.3%
PAG
191
Private Advisor Group
New Jersey
$12.4M -$11.8M -50,619 -50%
ODA
192
One Degree Advisors
California
$12.4M +$149K +640 +1%
BW
193
Balance Wealth
Ohio
$12.3M +$390K +1,677 +3%
M&T Bank
194
M&T Bank
New York
$12.3M +$1.57M +6,738 +15%
CWWM
195
Clear Wave Wealth Management
New Jersey
$12.1M +$202K +869 +2%
ML
196
Mayport LLC
Massachusetts
$12.1M +$334K +1,434 +3%
PFM
197
Phillips Financial Management
Indiana
$12M -$1.64M -7,035 -12%
JIC
198
Joel Isaacson & Co
New York
$12M +$25.4K +109 +0.2%
ACA
199
Atlas Capital Advisors
Wyoming
$11.9M +$2.01M +8,661 +22%
AWM
200
AE Wealth Management
Kansas
$11.9M +$434K +1,867 +4%