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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WIC
176
Willis Investment Counsel
Georgia
$10.6M +$4.74M +25,603 +89%
PFA
177
Pure Financial Advisors
California
$10.6M -$2.61M -14,084 -21%
SP
178
Symmetry Partners
Connecticut
$10.6M -$3M -16,217 -23%
FOFP
179
Fee-Only Financial Planning
South Carolina
$10.5M +$3.52K +19 +0%
SC
180
Swan Capital
Florida
$10.4M +$4.84M +26,134 +95%
FPW
181
Flywheel Private Wealth
California
$10.4M +$1.18M +6,348 +14%
MCM
182
MAI Capital Management
Ohio
$10.4M -$127K -686 -1%
PCM
183
Payne Capital Management
New York
$10.3M -$3.15K -17 -0%
JC
184
JBGlobal.com
New York
$10.2M -$3.86M -20,849 -28%
VC
185
Veery Capital
Delaware
$10.2M +$570K +3,078 +6%
LI
186
LMCG Investments
Massachusetts
$10.2M -$439K -2,373 -4%
BWFA
187
Baltimore-Washington Financial Advisors
Maryland
$10.1M -$895K -4,835 -9%
HCMT
188
Highland Capital Management (Tennessee)
Tennessee
$10.1M -$44.6K -241 -0.5%
William Blair & Company
189
William Blair & Company
Illinois
$10.1M -$669K -3,616 -7%
CIA
190
Concurrent Investment Advisors
Florida
$9.89M +$123K +662 +1%
FCM
191
Firestone Capital Management
Florida
$9.84M +$329K +1,778 +4%
JIC
192
Joel Isaacson & Co
New York
$9.64M +$2.07M +11,172 +29%
GFA
193
Gladwyn Financial Advisors
Virginia
$9.63M +$9.14M +49,372 New
Citadel Advisors
194
Citadel Advisors
Florida
$9.53M +$5.59M +30,176 +161%
LSA
195
Lansing Street Advisors
Pennsylvania
$9.52M +$4.54M +24,528 +102%
CA
196
Capital Advantage
California
$9.52M -$5.57M -30,066 -38%
BCIM
197
Bishop & Co Investment Management
Pennsylvania
$9.5M -$83.7K -452 -0.9%
CI
198
CX Institutional
Indiana
$9.38M +$2.26M +12,194 +34%
FWP
199
Family Wealth Partners
North Carolina
$9.28M -$280K -1,512 -3%
ES
200
Eagle Strategies
New York
$9.27M +$1.35M +7,304 +18%