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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HB
176
HTLF Bank
Colorado
$11.4M +$10.4M +63,409 New
KCPG
177
Kavar Capital Partners Group
Kansas
$11.1M +$4.87M +29,844 +94%
CWM
178
Congress Wealth Management
Massachusetts
$10.9M +$213K +1,306 +2%
MWA
179
Moser Wealth Advisors
Washington
$10.8M +$172K +1,052 +2%
DADC
180
D.A. Davidson & Co
Montana
$10.7M +$98.8K +605 +1%
BTIM
181
BancFirst Trust & Investment Management
Oklahoma
$10.6M
CIM
182
Cambria Investment Management
California
$10.6M +$9.61M +58,872 New
CTWM
183
Cherry Tree Wealth Management
Minnesota
$10.5M -$1.5M -9,186 -14%
HCMT
184
Highland Capital Management (Tennessee)
Tennessee
$10.5M -$31.2K -191 -0.3%
PWM
185
Praetorian Wealth Management
California
$10.5M -$736K -4,506 -7%
SIA
186
Strategic Investment Advisors
Michigan
$10.3M +$125K +766 +1%
William Blair & Company
187
William Blair & Company
Illinois
$10.2M +$236K +1,443 +3%
SCM
188
Steele Capital Management
Iowa
$10.1M +$9.18M +56,218 New
FOFP
189
Fee-Only Financial Planning
South Carolina
$10.1M +$64.2K +393 +0.7%
SPIA
190
Steward Partners Investment Advisory
New York
$9.95M +$239K +1,463 +3%
ONB
191
Old National Bancorp
Indiana
$9.79M -$179K -1,094 -2%
PCIA
192
Prime Capital Investment Advisors
Kansas
$9.77M +$7.69M +47,127 +658%
PPW
193
Presilium Private Wealth
Pennsylvania
$9.75M -$618K -3,784 -7%
WIA
194
World Investment Advisors
California
$9.69M -$11.6M -71,327 -57%
RZH
195
Relyea Zuckerberg Hanson
Connecticut
$9.68M +$238K +1,460 +3%
WMWM
196
Whitaker-Myers Wealth Managers
Ohio
$9.67M +$851K +5,216 +11%
GIA
197
Goodwin Investment Advisory
Georgia
$9.59M +$2.26M +13,815 +35%
WAM
198
Weinberger Asset Management
California
$9.55M -$148K -909 -2%
ASN
199
Advisory Services Network
Georgia
$9.5M +$906K +5,552 +12%
RVPG
200
Relative Value Partners Group
$9.36M -$4.27M -26,137 -33%