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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFA
176
Pure Financial Advisors
California
$12.8M
ES
177
Eagle Strategies
New York
$12.6M -$103K -461 -0.8%
HI
178
Harbour Investments
Wisconsin
$12.5M +$8.69M +38,860 +209%
GC
179
Garde Capital
Washington
$12.4M -$59.9K -268 -0.5%
PFM
180
Phillips Financial Management
Indiana
$12.3M -$2.5M -11,189 -17%
FMTCOCP
181
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$12.3M +$2.27M +10,143 +22%
EFG
182
Everhart Financial Group
Ohio
$12.3M +$4.07M +18,188 +48%
CTWM
183
Cherry Tree Wealth Management
Minnesota
$12.2M -$551K -2,463 -4%
VC
184
Veery Capital
Delaware
$12.2M +$342K +1,530 +3%
CFFP
185
Center for Financial Planning
Michigan
$12.1M -$343K -1,536 -3%
Janney Montgomery Scott
186
Janney Montgomery Scott
Pennsylvania
$11.9M +$727K +3,251 +6%
CA
187
Capital Advantage
California
$11.8M +$81.2K +363 +0.7%
SFP
188
Shepherd Financial Partners
Massachusetts
$11.8M -$419K -1,875 -3%
FFP
189
Forbes Financial Planning
Rhode Island
$11.7M +$410K +1,833 +4%
WBG
190
Wharton Business Group
Pennsylvania
$11.6M -$150K -669 -1%
SC
191
Sepio Capital
Utah
$11.5M -$220K -984 -2%
FOFP
192
Fee-Only Financial Planning
South Carolina
$11.4M -$38.7K -173 -0.3%
FCM
193
Firestone Capital Management
Florida
$11.3M +$224K +1,003 +2%
KBFS
194
Kohmann Bosshard Financial Services
Ohio
$11.2M +$1.08M +4,829 +10%
LSA
195
Lansing Street Advisors
Pennsylvania
$11.2M -$37.8K -169 -0.3%
GFA
196
Gladwyn Financial Advisors
Virginia
$11.1M +$79.4K +355 +0.7%
CIA
197
Concurrent Investment Advisors
Florida
$11M -$46.9K -210 -0.4%
ODA
198
One Degree Advisors
California
$10.9M +$86.3K +386 +0.8%
PRP
199
Peak Retirement Planning
Ohio
$10.9M +$3.46M +15,469 +45%
QCM
200
Quantinno Capital Management
New York
$10.7M +$1.07M +4,806 +11%