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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PLU
176
Performa Ltd (US)
South Carolina
$11.8M +$361K +1,759 +3%
BIP
177
Brandes Investment Partners
California
$11.7M +$10.3M +50,368 +574%
PWM
178
Praetorian Wealth Management
California
$11.7M +$78.6K +383 +0.7%
BTIM
179
BancFirst Trust & Investment Management
Oklahoma
$11.5M – – –
EP
180
Essential Planning
New Hampshire
$11.5M +$11.5M +55,956 New
CTWM
181
Cherry Tree Wealth Management
Minnesota
$11.4M -$72.7K -354 -0.6%
BWFA
182
Baltimore-Washington Financial Advisors
Maryland
$11.3M +$336K +1,638 +3%
CFG
183
Clayton Financial Group
Missouri
$11.3M +$631K +3,075 +6%
FA
184
Fiducient Advisors
Illinois
$11.1M -$1.2M -5,869 -9%
LI
185
LMCG Investments
Massachusetts
$11.1M -$178K -869 -2%
WAM
186
Weinberger Asset Management
California
$11M +$97.7K +476 +0.9%
JE
187
JMAC Enterprises
Pennsylvania
$11M +$640K +3,117 +6%
BDF
188
Black Diamond Financial
Maryland
$10.9M +$529K +2,579 +5%
MCM
189
MAI Capital Management
Ohio
$10.8M +$6.3M +30,706 +128%
MFG
190
Merit Financial Group
Georgia
$10.8M +$752K +3,665 +7%
HCMT
191
Highland Capital Management (Tennessee)
Tennessee
$10.8M +$10.9K +53 +0.1%
MWM
192
Meridian Wealth Management
Kentucky
$10.8M +$430K +2,097 +4%
FOFP
193
Fee-Only Financial Planning
South Carolina
$10.7M -$279K -1,360 -2%
William Blair & Company
194
William Blair & Company
Illinois
$10.7M +$469K +2,287 +4%
Carson Wealth (CWM LLC)
195
Carson Wealth (CWM LLC)
Nebraska
$10.3M +$471K +2,294 +5%
VFG
196
Victory Financial Group
Texas
$10.3M +$10.7M +51,956 New
OPAM
197
Ocean Park Asset Management
California
$10.2M +$3.14M +15,315 +42%
PCM
198
Payne Capital Management
New York
$10.1M +$10.5M +50,943 New
PP
199
Prosperity Planning
Missouri
$10.1M -$1.66M -8,082 -14%
CAWM
200
Capital Advisors Wealth Management
Washington
$10M +$133K +646 +1%