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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
$11M +$148K +803 +1%
FWI
177
Facet Wealth Inc
Maryland
$10.9M -$380K -2,059 -4%
CTWM
178
Cherry Tree Wealth Management
Minnesota
$10.9M -$74.8K -405 -0.7%
BTIM
179
BancFirst Trust & Investment Management
Oklahoma
$10.7M +$92.5K +501 +0.9%
FPIS
180
Financial Planning & Information Services
Wisconsin
$10.5M -$2.38M -12,880 -18%
LI
181
LMCG Investments
Massachusetts
$10.5M -$3.65M -19,762 -26%
CIM
182
Cambria Investment Management
California
$10.4M -$370K -2,003 -3%
WIC
183
Whitegate Investment Counselors
New Hampshire
$10.2M +$659K +3,566 +7%
FOFP
184
Fee-Only Financial Planning
South Carolina
$10.2M -$5.73K -31 -0.1%
HCMT
185
Highland Capital Management (Tennessee)
Tennessee
$10.2M -$165K -894 -2%
CFG
186
Clayton Financial Group
Missouri
$9.91M +$716K +3,874 +8%
CAWM
187
Capital Advisors Wealth Management
Washington
$9.85M +$87.2K +472 +0.9%
WAM
188
Weinberger Asset Management
California
$9.82M -$75.4K -408 -0.8%
BWFA
189
Baltimore-Washington Financial Advisors
Maryland
$9.56M +$260K +1,409 +3%
M&T Bank
190
M&T Bank
New York
$9.49M +$662K +3,586 +7%
GIA
191
Goodwin Investment Advisory
Georgia
$9.48M -$781K -4,226 -8%
CPA
192
Cardiff Park Advisors
California
$9.37M -$41.6K -225 -0.4%
SCM
193
Steele Capital Management
Iowa
$9.19M -$185 -1 -0%
BNP Paribas Financial Markets
194
BNP Paribas Financial Markets
France
$9.13M +$9.24M +50,000 New
Thrivent Financial for Lutherans
195
Thrivent Financial for Lutherans
Minnesota
$9M -$5.89M -31,892 -39%
CIA
196
Compass Ion Advisors
Pennsylvania
$8.98M
JE
197
JMAC Enterprises
Pennsylvania
$8.91M +$402K +2,176 +5%
FWP
198
Family Wealth Partners
North Carolina
$8.89M +$751K +4,065 +9%
PA
199
Parallel Advisors
California
$8.88M +$1.45M +7,836 +19%
HWM
200
HB Wealth Management
Georgia
$8.85M +$7.94K +43 +0.1%