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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Kovitz Investment Group Partners
201
Kovitz Investment Group Partners
Illinois
$9.85M +$9.23M +48,011 +1,723%
IHWM
202
Iron Horse Wealth Management
Iowa
$9.75M +$338K +1,757 +4%
SCM
203
Steele Capital Management
Iowa
$9.71M -$325K -1,693 -3%
HWM
204
HB Wealth Management
Georgia
$9.63M -$95.2K -495 -1%
FFP
205
Forbes Financial Planning
Rhode Island
$9.63M +$375K +1,951 +4%
CWM
206
Cornerstone Wealth Management
Missouri
$9.6M +$126K +655 +1%
CIM
207
Cambria Investment Management
California
$9.58M -$1.75M -9,125 -16%
FWP
208
Family Wealth Partners
North Carolina
$9.55M -$215K -1,120 -2%
FCM
209
Firestone Capital Management
Florida
$9.43M +$235K +1,224 +3%
ONB
210
Old National Bancorp
Indiana
$9.13M -$477K -2,482 -5%
KBFS
211
Kohmann Bosshard Financial Services
Ohio
$9.07M -$434K -2,258 -5%
CIA
212
Compass Ion Advisors
Pennsylvania
$9.04M -$341K -1,775 -4%
PA
213
Parallel Advisors
California
$9.04M -$693K -3,604 -7%
BFS
214
Bradley Foster & Sargent
Connecticut
$9.03M +$29K +151 +0.3%
E
215
ETFidea
New York
$8.99M +$61.3K +319 +0.7%
EWA
216
EP Wealth Advisors
California
$8.94M +$1.86M +9,695 +28%
AFS
217
Annapolis Financial Services
Maryland
$8.85M -$439K -2,284 -5%
RZH
218
Relyea Zuckerberg Hanson
Connecticut
$8.78M -$822K -4,276 -9%
ODA
219
One Degree Advisors
California
$8.59M +$58.1K +302 +0.7%
IFS
220
Ifrah Financial Services
Arkansas
$8.54M -$13.5K -70 -0.2%
FHA
221
First Horizon Advisors
Tennessee
$8.52M +$63.2K +329 +0.8%
SFG
222
Sage Financial Group
Pennsylvania
$8.49M +$192 +1 +0%
PSA
223
Plum Street Advisors
Louisiana
$8.44M -$185K -965 -2%
CWA
224
Cornerstone Wealth Advisors
Minnesota
$8.35M +$675K +3,511 +9%
SMWM
225
Silvia McColl Wealth Management
California
$8.29M +$757K +3,940 +11%