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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
176
Cornerstone Wealth Management
Missouri
$9.77M +$426K +2,705 +5%
MWA
177
Moser Wealth Advisors
Washington
$9.58M +$9.12M +57,900 New
DADC
178
D.A. Davidson & Co
Montana
$9.44M -$115K -728 -1%
RZH
179
Relyea Zuckerberg Hanson
Connecticut
$9.41M +$663K +4,212 +8%
PPW
180
Presilium Private Wealth
Pennsylvania
$9.32M +$1M +6,358 +13%
FOFP
181
Fee-Only Financial Planning
South Carolina
$9.1M -$49.1K -312 -0.6%
WANY
182
Wealthspire Advisors (New York)
New York
$8.99M -$713K -4,532 -8%
DBT
183
Dubuque Bank & Trust
Iowa
$8.95M -$217K -1,377 -2%
AFS
184
Annapolis Financial Services
Maryland
$8.92M +$33.8K +215 +0.4%
WAM
185
Weinberger Asset Management
California
$8.78M +$137K +869 +2%
BFS
186
Bradley Foster & Sargent
Connecticut
$8.65M -$137K -871 -2%
CCA
187
Checchi Capital Advisers
California
$8.62M +$1.53M +9,726 +23%
AWM
188
Apollon Wealth Management
South Carolina
$8.62M +$4.51M +28,627 +122%
M&T Bank
189
M&T Bank
New York
$8.55M +$427K +2,712 +6%
BWFA
190
Baltimore-Washington Financial Advisors
Maryland
$8.47M -$402K -2,551 -5%
WIC
191
Whitegate Investment Counselors
New Hampshire
$8.34M -$305K -1,935 -4%
CAWM
192
Capital Advisors Wealth Management
Washington
$8.32M -$280K -1,781 -3%
CPA
193
Cardiff Park Advisors
California
$8.29M -$91.5K -581 -1%
LI
194
LMCG Investments
Massachusetts
$8.19M -$356K -2,261 -4%
ACS
195
Archford Capital Strategies
Illinois
$8.17M -$62.5K -397 -0.8%
SF
196
Safeguard Financial
Wisconsin
$8.16M +$1.68M +10,670 +28%
FAT
197
First American Trust
California
$8.05M +$403K +2,557 +6%
SPIA
198
Steward Partners Investment Advisory
New York
$8.02M -$2.77M -17,608 -27%
William Blair & Company
199
William Blair & Company
Illinois
$7.87M -$1.57M -9,956 -17%
BPA
200
Beacon Pointe Advisors
California
$7.82M -$3.72M -23,626 -33%