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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CTWM
176
Cherry Tree Wealth Management
Minnesota
$11.5M +$243K +1,345 +2%
SIA
177
Strategic Investment Advisors
Michigan
$11.4M +$362K +2,004 +3%
PWM
178
Praetorian Wealth Management
California
$11.4M +$172K +951 +2%
CIM
179
Cambria Investment Management
California
$11.3M -$7.4K -41 -0.1%
TW
180
Traveka Wealth
California
$11.2M +$1.19M +6,601 +13%
BTIM
181
BancFirst Trust & Investment Management
Oklahoma
$11.2M
PPW
182
Presilium Private Wealth
Pennsylvania
$11.1M +$677K +3,753 +7%
CA
183
Cetera Advisors
Colorado
$10.9M +$4.62M +25,587 +81%
HCMT
184
Highland Capital Management (Tennessee)
Tennessee
$10.8M -$325K -1,799 -3%
GIA
185
Goodwin Investment Advisory
Georgia
$10.8M +$519K +2,874 +5%
ASN
186
Advisory Services Network
Georgia
$10.7M +$551K +3,055 +6%
FWI
187
Facet Wealth Inc
Maryland
$10.7M +$1.24M +6,899 +14%
FOFP
188
Fee-Only Financial Planning
South Carolina
$10.7M -$61.9K -343 -0.6%
WAM
189
Weinberger Asset Management
California
$10.4M +$213K +1,180 +2%
CAWM
190
Capital Advisors Wealth Management
Washington
$10.3M +$433K +2,399 +5%
SC
191
Swan Capital
Florida
$10.2M +$961K +5,326 +11%
ONB
192
Old National Bancorp
Indiana
$10.1M -$336K -1,860 -3%
WIC
193
Whitegate Investment Counselors
New Hampshire
$10M +$210K +1,163 +2%
CPA
194
Cardiff Park Advisors
California
$9.89M +$7.04K +39 +0.1%
BWFA
195
Baltimore-Washington Financial Advisors
Maryland
$9.78M +$265K +1,471 +3%
RZH
196
Relyea Zuckerberg Hanson
Connecticut
$9.74M -$543K -3,008 -6%
SCM
197
Steele Capital Management
Iowa
$9.6M -$1.11M -6,171 -11%
HWM
198
HB Wealth Management
Georgia
$9.29M -$45.3K -251 -0.5%
M&T Bank
199
M&T Bank
New York
$9.29M -$641K -3,550 -7%
CFG
200
Clayton Financial Group
Missouri
$9.16M +$585K +3,240 +7%