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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BIP
201
Brandes Investment Partners
California
$10.4M +$9.97M +47,633 +3,661%
FWP
202
Family Wealth Partners
North Carolina
$10.3M -$219K -1,045 -2%
KPWS
203
Kestra Private Wealth Services
Texas
$10.2M +$207K +989 +2%
BW
204
Balance Wealth
Ohio
$10.1M -$11M -52,673 -52%
LI
205
LMCG Investments
Massachusetts
$10.1M -$453K -2,165 -4%
Thrivent Financial for Lutherans
206
Thrivent Financial for Lutherans
Minnesota
$9.98M +$9.48M +45,256 +2,927%
KBFS
207
Kohmann Bosshard Financial Services
Ohio
$9.94M +$1.5M +7,187 +18%
SFG
208
Sage Financial Group
Pennsylvania
$9.88M +$78.5K +375 +0.8%
FMTCOCP
209
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$9.84M +$290K +1,384 +3%
EWA
210
EP Wealth Advisors
California
$9.75M +$9.64M +46,055 New
PA
211
Parallel Advisors
California
$9.73M -$129K -616 -1%
AWM
212
AE Wealth Management
Kansas
$9.73M +$448K +2,141 +5%
DC
213
Davenport & Co
Virginia
$9.71M +$74.3K +355 +0.8%
CPA
214
Cardiff Park Advisors
California
$9.7M -$176K -842 -2%
FTS
215
Fifth Third Securities
Ohio
$9.69M +$544K +2,599 +6%
SIA
216
Spectrum Investment Advisors
Wisconsin
$9.54M +$133K +633 +1%
ML
217
Mayport LLC
Massachusetts
$9.53M +$639K +3,050 +7%
HA
218
Hegarty Advisors
New York
$9.49M +$9.38M +44,812 New
SLWA
219
San Luis Wealth Advisors
California
$9.43M +$1.52M +7,237 +19%
GRP
220
Global Retirement Partners
California
$9.43M +$6.88M +32,871 +282%
QCM
221
Quantinno Capital Management
New York
$9.41M +$5.49M +26,218 +144%
WFP
222
Wrenne Financial Planning
Kentucky
$9.31M +$164K +784 +2%
CIBC Private Wealth Group
223
CIBC Private Wealth Group
Georgia
$9.27M +$6.89M +32,895 +303%
AllianceBernstein
224
AllianceBernstein
Tennessee
$9.09M -$26.4K -126 -0.3%
CFG
225
Clayton Financial Group
Missouri
$9.05M +$2.01M +9,581 +29%