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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWFA
176
Baltimore-Washington Financial Advisors
Maryland
$10.6M -$49.2K -249 -0.4%
FA
177
Fiducient Advisors
Illinois
$10.5M +$84.4K +427 +0.8%
JE
178
JMAC Enterprises
Pennsylvania
$10.5M +$207K +1,048 +2%
WAM
179
Weinberger Asset Management
California
$10.3M -$69.3K -351 -0.6%
William Blair & Company
180
William Blair & Company
Illinois
$10.3M +$249K +1,259 +2%
Susquehanna International Group
181
Susquehanna International Group
Pennsylvania
$10.2M +$7.98M +40,377 +282%
LI
182
LMCG Investments
Massachusetts
$10.1M -$302K -1,531 -3%
MCM
183
MAI Capital Management
Ohio
$10.1M -$139K -702 -1%
FOFP
184
Fee-Only Financial Planning
South Carolina
$10M -$70.3K -356 -0.7%
PCM
185
Payne Capital Management
New York
$9.89M +$422K +2,136 +4%
BDF
186
Black Diamond Financial
Maryland
$9.84M -$401K -2,028 -4%
HCMT
187
Highland Capital Management (Tennessee)
Tennessee
$9.67M -$496K -2,513 -5%
GWM
188
Geneos Wealth Management
Colorado
$9.49M +$7.06M +35,722 +235%
CAWM
189
Capital Advisors Wealth Management
Washington
$9.33M -$116K -589 -1%
CIA
190
Concurrent Investment Advisors
Florida
$9.32M -$125K -635 -1%
FWI
191
Facet Wealth Inc
Maryland
$9.21M +$5.06M +25,591 +104%
M&T Bank
192
M&T Bank
New York
$9.2M -$2.03M -10,293 -17%
BCIM
193
Bishop & Co Investment Management
Pennsylvania
$9.16M -$2.67M -13,521 -22%
VC
194
Veery Capital
Delaware
$9.15M +$458K +2,320 +5%
FWP
195
Family Wealth Partners
North Carolina
$9.15M -$188K -950 -2%
AIM
196
Alhambra Investment Management
Florida
$9.13M +$1.65M +8,338 +20%
FCM
197
Firestone Capital Management
Florida
$9.07M +$322K +1,630 +3%
KPWS
198
Kestra Private Wealth Services
Texas
$8.89M +$840K +4,253 +10%
PP
199
Prosperity Planning
Missouri
$8.87M -$616K -3,118 -6%
FFP
200
Forbes Financial Planning
Rhode Island
$8.82M -$146K -739 -2%