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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
176
Thrivent Financial for Lutherans
Minnesota
$11.9M +$1.91M +9,945 +20%
PP
177
Prosperity Planning
Missouri
$11.8M -$1.32M -6,865 -10%
PWM
178
Praetorian Wealth Management
California
$11.8M -$288K -1,497 -2%
BTIM
179
BancFirst Trust & Investment Management
Oklahoma
$11.7M -$96.3K -501 -0.9%
CTWM
180
Cherry Tree Wealth Management
Minnesota
$11.6M -$345K -1,796 -3%
PLU
181
Performa Ltd (US)
South Carolina
$11.6M +$2.08M +10,804 +23%
LI
182
LMCG Investments
Massachusetts
$11.4M -$95.2K -495 -0.9%
WIC
183
Whitegate Investment Counselors
New Hampshire
$11.2M +$27.1K +141 +0.3%
FOFP
184
Fee-Only Financial Planning
South Carolina
$11.1M -$80.5K -419 -0.8%
BWFA
185
Baltimore-Washington Financial Advisors
Maryland
$11.1M +$571K +2,969 +6%
WAM
186
Weinberger Asset Management
California
$11.1M +$270K +1,405 +3%
HCMT
187
Highland Capital Management (Tennessee)
Tennessee
$10.9M -$242K -1,259 -2%
GIA
188
Goodwin Investment Advisory
Georgia
$10.9M +$409K +2,129 +4%
CFG
189
Clayton Financial Group
Missouri
$10.8M +$423K +2,200 +4%
M&T Bank
190
M&T Bank
New York
$10.6M +$139K +722 +1%
JE
191
JMAC Enterprises
Pennsylvania
$10.5M +$675K +3,511 +7%
BDF
192
Black Diamond Financial
Maryland
$10.5M +$2.35M +12,224 +31%
MWM
193
Meridian Wealth Management
Kentucky
$10.5M +$10M +52,233 New
William Blair & Company
194
William Blair & Company
Illinois
$10.4M +$1.27M +6,606 +15%
CPA
195
Cardiff Park Advisors
California
$10.3M +$5.38K +28 +0.1%
FWI
196
Facet Wealth Inc
Maryland
$10.3M -$699K -3,635 -7%
MFG
197
Merit Financial Group
Georgia
$10.2M +$619K +3,219 +7%
CIA
198
Concurrent Investment Advisors
Florida
$10.2M +$679K +3,532 +7%
CAWM
199
Capital Advisors Wealth Management
Washington
$10M -$753K -3,916 -7%
Carson Wealth (CWM LLC)
200
Carson Wealth (CWM LLC)
Nebraska
$9.99M +$463K +2,408 +5%