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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
201
AE Wealth Management
Kansas
$11.9M +$434K +1,867 +4%
AA
202
Advisory Alpha
Michigan
$11.8M +$646K +2,775 +6%
EWA
203
EP Wealth Advisors
California
$11.6M +$946K +4,065 +9%
FWP
204
Family Wealth Partners
North Carolina
$11.5M -$48.8K -210 -0.4%
CFG
205
Clayton Financial Group
Missouri
$11.4M +$624K +2,683 +6%
SIA
206
Spectrum Investment Advisors
Wisconsin
$11.4M +$23K +99 +0.2%
GRP
207
Global Retirement Partners
California
$11.3M +$10.8M +46,486 New
ONB
208
Old National Bancorp
Indiana
$11.3M +$112K +481 +1%
SFG
209
Sage Financial Group
Pennsylvania
$11.3M -$105K -453 -1%
RZH
210
Relyea Zuckerberg Hanson
Connecticut
$11.2M +$2.16M +9,305 +25%
TIAA Trust, National Association
211
TIAA Trust, National Association
North Carolina
$11.2M +$198K +851 +2%
PA
212
Parallel Advisors
California
$11.1M -$7.68K -33 -0.1%
NFW
213
Noble Family Wealth
Florida
$11M +$613K +2,634 +6%
FTS
214
Fifth Third Securities
Ohio
$11M -$576K -2,478 -5%
FFA
215
Farther Finance Advisors
California
$11M +$769K +3,308 +8%
SFP
216
Shepherd Financial Partners
Massachusetts
$11M -$2.12M -9,117 -17%
KPWS
217
Kestra Private Wealth Services
Texas
$10.9M -$188K -807 -2%
HA
218
Hegarty Advisors
New York
$10.9M -$16.1K -69 -0.2%
SLWA
219
San Luis Wealth Advisors
California
$10.9M -$345K -1,481 -3%
WFP
220
Wrenne Financial Planning
Kentucky
$10.9M -$698 -3 -0%
LI
221
LMCG Investments
Massachusetts
$10.9M -$421K -1,809 -4%
PFPG
222
Pinnacle Financial Partners (Georgia)
Georgia
$10.8M -$374K -1,608 -3%
BW
223
BIP Wealth
Georgia
$10.8M +$4.18M +17,986 +68%
DC
224
Davenport & Co
Virginia
$10.8M -$705K -3,032 -6%
MFG
225
Mainsail Financial Group
Washington
$10.7M +$3.2M +13,763 +45%