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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
201
Northern Trust
Illinois
$6.69M -$648K -3,788 -9%
ACA
202
Ackerman Capital Advisors
Texas
$6.69M +$1M +5,846 +17%
FHA
203
First Horizon Advisors
Tennessee
$6.68M +$158K +921 +2%
CM
204
Cornerstone Management
Georgia
$6.65M +$219K +1,278 +3%
LFS
205
Lutz Financial Services
Nebraska
$6.63M +$660K +3,857 +11%
PP
206
Prosperity Planning
Missouri
$6.62M
SFG
207
Sage Financial Group
Pennsylvania
$6.59M -$168K -983 -2%
SS
208
Simplicity Solutions
Minnesota
$6.5M +$879K +5,136 +15%
PA
209
Parallel Advisors
California
$6.41M -$364K -2,129 -5%
FFG
210
Ford Financial Group
California
$6.41M +$477K +2,789 +8%
WIC
211
Whitegate Investment Counselors
New Hampshire
$6.21M +$775K +4,530 +14%
Susquehanna International Group
212
Susquehanna International Group
Pennsylvania
$6.21M +$2.49M +14,569 +66%
TIM
213
Tortoise Investment Management
New York
$6.11M +$120K +700 +2%
FAT
214
First American Trust
California
$6.04M -$218K -1,273 -3%
HIP
215
HUB Investment Partners
Texas
$5.92M +$1.05M +6,158 +21%
SFG
216
SNS Financial Group
Minnesota
$5.92M -$571K -3,333 -9%
CCP
217
Cardan Capital Partners
Colorado
$5.91M -$69.7K -407 -1%
FCI
218
Financial Counselors Inc
Kansas
$5.73M +$49.3K +288 +0.9%
CIM
219
Cambria Investment Management
California
$5.64M -$121K -707 -2%
CFS
220
Cannon Financial Strategists
Georgia
$5.6M -$280K -1,638 -5%
MPWT
221
MassMutual Private Wealth & Trust
Connecticut
$5.5M +$89.2K +521 +2%
CAWM
222
Capital Advisors Wealth Management
Washington
$5.49M +$155K +906 +3%
MFW
223
Mosaic Family Wealth
Missouri
$5.46M +$134K +783 +2%
SIA
224
Strategic Investment Advisors
Michigan
$5.36M +$173K +1,010 +3%
SPC
225
Sigma Planning Corp
Michigan
$5.31M -$119K -693 -2%