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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
176
Cornerstone Advisory
Maryland
$9.45M +$7.47M +42,967 +400%
RFA
177
Radnor Financial Advisors
Pennsylvania
$9.41M +$32.5K +187 +0.4%
RIM
178
Rockbridge Investment Management
New York
$9.4M -$84K -483 -0.9%
US Bancorp
179
US Bancorp
Minnesota
$9.3M +$1.51M +8,693 +20%
ONB
180
Old National Bancorp
Indiana
$9.24M +$28.7K +165 +0.3%
LI
181
LMCG Investments
Massachusetts
$9.17M +$9.07M +52,143 New
KL
182
KWMG LLC
Kansas
$9.11M +$438K +2,517 +5%
PP
183
PrairieView Partners
Minnesota
$9.11M +$434K +2,495 +5%
CA
184
Capital Advantage
California
$9.1M +$664K +3,818 +8%
WFM
185
Wolff Financial Management
Michigan
$9.01M +$10.1K +58 +0.1%
FC
186
Family CFO
California
$8.98M -$26.6K -153 -0.3%
EWA
187
EP Wealth Advisors
California
$8.97M +$762K +4,384 +9%
PP
188
Prosperity Planning
Missouri
$8.89M
PCG
189
Private Capital Group
Connecticut
$8.88M -$94.6K -544 -1%
CWM
190
Cornerstone Wealth Management
Missouri
$8.86M -$223K -1,284 -2%
FPAS
191
Focus Partners Advisor Solutions
Missouri
$8.84M +$8.72M +50,166 New
MWM
192
MinichMacGregor Wealth Management
New York
$8.73M +$8.63M +49,633 New
ST
193
Spinnaker Trust
Maine
$8.64M -$24K -138 -0.3%
PSUF
194
People's United Financial
Connecticut
$8.52M -$3.2M -18,405 -28%
IFS
195
Ifrah Financial Services
Arkansas
$8.47M +$22.3K +128 +0.3%
HWM
196
HB Wealth Management
Georgia
$8.38M +$3.28M +18,891 +66%
CPA
197
Cardiff Park Advisors
California
$8.35M +$110K +634 +1%
ML
198
McAdam LLC
Pennsylvania
$8.25M +$1.74M +10,029 +27%
IA
199
IndexIQ Advisors
New York
$8.22M +$7.57M +43,527 +1,362%
QAM
200
Q3 Asset Management
Michigan
$8.15M +$8.05M +46,305 New