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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFFP
176
Center for Financial Planning
Michigan
$12.1M -$152K -724 -1%
PWM
177
Praetorian Wealth Management
California
$12.1M +$101K +484 +0.9%
AFG
178
Atomi Financial Group
New York
$12.1M -$419K -2,001 -3%
SFP
179
Shepherd Financial Partners
Massachusetts
$11.9M -$499K -2,384 -4%
VC
180
Veery Capital
Delaware
$11.6M +$141K +673 +1%
WBG
181
Wharton Business Group
Pennsylvania
$11.5M -$133K -633 -1%
CA
182
Capital Advantage
California
$11.5M +$912K +4,354 +9%
SC
183
Sepio Capital
Utah
$11.4M +$99.5K +475 +0.9%
PFPG
184
Pinnacle Financial Partners (Georgia)
Georgia
$11.3M +$11.2M +53,487 New
FOFP
185
Fee-Only Financial Planning
South Carolina
$11.2M -$36.4K -174 -0.3%
SCM
186
Steele Capital Management
Iowa
$11.1M +$257K +1,227 +2%
FFP
187
Forbes Financial Planning
Rhode Island
$11.1M +$1.45M +6,920 +15%
Janney Montgomery Scott
188
Janney Montgomery Scott
Pennsylvania
$11M -$389K -1,856 -3%
LSA
189
Lansing Street Advisors
Pennsylvania
$10.9M -$20.1K -96 -0.2%
FCM
190
Fourpath Capital Management
Oklahoma
$10.9M -$1.44M -6,897 -12%
FCM
191
Firestone Capital Management
Florida
$10.8M -$90.2K -431 -0.8%
CIA
192
Concurrent Investment Advisors
Florida
$10.8M +$275K +1,313 +3%
JIC
193
Joel Isaacson & Co
New York
$10.7M +$88.1K +421 +0.8%
GFA
194
Gladwyn Financial Advisors
Virginia
$10.7M +$160K +765 +2%
HCMT
195
Highland Capital Management (Tennessee)
Tennessee
$10.7M -$41.5K -198 -0.4%
ODA
196
One Degree Advisors
California
$10.6M +$327K +1,563 +3%
BCIM
197
Bishop & Co Investment Management
Pennsylvania
$10.6M -$7.75K -37 -0.1%
CI
198
CX Institutional
Indiana
$10.6M +$260K +1,242 +3%
M&T Bank
199
M&T Bank
New York
$10.5M -$1.16M -5,519 -10%
BIP
200
Brandes Investment Partners
California
$10.4M +$9.97M +47,633 +3,661%