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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SC
176
Sepio Capital
Utah
$10.7M -$15.1M -81,609 -60%
WIC
177
Willis Investment Counsel
Georgia
$10.6M +$4.74M +25,603 +89%
PFA
178
Pure Financial Advisors
California
$10.6M -$2.61M -14,084 -21%
SP
179
Symmetry Partners
Connecticut
$10.6M -$3M -16,217 -23%
FOFP
180
Fee-Only Financial Planning
South Carolina
$10.5M +$3.52K +19 +0%
SC
181
Swan Capital
Florida
$10.4M +$4.84M +26,134 +95%
FPW
182
Flywheel Private Wealth
California
$10.4M +$1.18M +6,348 +14%
MCM
183
MAI Capital Management
Ohio
$10.4M -$127K -686 -1%
PCM
184
Payne Capital Management
New York
$10.3M -$3.15K -17 -0%
JC
185
JBGlobal.com
New York
$10.2M -$3.86M -20,849 -28%
VC
186
Veery Capital
Delaware
$10.2M +$570K +3,078 +6%
LI
187
LMCG Investments
Massachusetts
$10.2M -$439K -2,373 -4%
BWFA
188
Baltimore-Washington Financial Advisors
Maryland
$10.1M -$895K -4,835 -9%
HCMT
189
Highland Capital Management (Tennessee)
Tennessee
$10.1M -$44.6K -241 -0.5%
William Blair & Company
190
William Blair & Company
Illinois
$10.1M -$669K -3,616 -7%
CIA
191
Concurrent Investment Advisors
Florida
$9.89M +$123K +662 +1%
FCM
192
Firestone Capital Management
Florida
$9.84M +$329K +1,778 +4%
JIC
193
Joel Isaacson & Co
New York
$9.64M +$2.07M +11,172 +29%
GFA
194
Gladwyn Financial Advisors
Virginia
$9.63M +$9.14M +49,372 New
Citadel Advisors
195
Citadel Advisors
Florida
$9.53M +$5.59M +30,176 +161%
LSA
196
Lansing Street Advisors
Pennsylvania
$9.52M +$4.54M +24,528 +102%
CA
197
Capital Advantage
California
$9.52M -$5.57M -30,066 -38%
BCIM
198
Bishop & Co Investment Management
Pennsylvania
$9.5M -$83.7K -452 -0.9%
CI
199
CX Institutional
Indiana
$9.38M +$2.26M +12,194 +34%
FWP
200
Family Wealth Partners
North Carolina
$9.28M -$280K -1,512 -3%