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Vanguard Morningstar Small-Cap Value ETF
VBR

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Goldman Sachs
51
Goldman Sachs
New York
USD 63.5 M -USD 621 k -2,671 -1%
Financial Advisory Corporation
52
Financial Advisory Corporation
Michigan
USD 62.8 M -USD 6.09 M -26,192 -9%
United Capital Financial Advisors
53
United Capital Financial Advisors
Texas
USD 62.7 M -USD 3.07 M -13,178 -5%
Bailard
54
Bailard
California
USD 62.6 M +USD 881 k +3,789 +1%
Everhart Financial Group
55
Everhart Financial Group
Ohio
USD 62.1 M +USD 46.3 M +198,989 +353%
Cerity Partners
56
Cerity Partners
New York
USD 60.4 M -USD 4.33 M -18,626 -7%
Discipline Wealth Solutions
57
Discipline Wealth Solutions
South Carolina
USD 60.3 M +USD 2.39 M +10,272 +4%
WIT LLC
58
WIT LLC
District of Columbia
USD 58.9 M -USD 1.81 M -7,778 -3%
Thompson Siegel & Walmsley
59
Thompson Siegel & Walmsley
Virginia
USD 57.3 M -USD 448 k -1,924 -0.8%
Zhang Financial
60
Zhang Financial
Michigan
USD 54.9 M -USD 107 k -459 -0.2%
Summit Financial
61
Summit Financial
New Jersey
USD 54.3 M +USD 1.81 M +7,786 +4%
Abacus Planning Group
62
Abacus Planning Group
South Carolina
USD 53.8 M +USD 2.07 M +8,894 +4%
Fifth Third Bancorp
63
Fifth Third Bancorp
Ohio
USD 53 M -USD 1.2 M -5,179 -2%
Wealthspire Advisors (New York)
64
Wealthspire Advisors (New York)
New York
USD 52.8 M +USD 2.78 M +11,940 +6%
Corient Private Wealth
65
Corient Private Wealth
Florida
USD 51.2 M -USD 30.1 M -129,206 -38%
Opal Wealth Advisors
66
Opal Wealth Advisors
New York
USD 48.5 M +USD 327 k +1,405 +0.7%
Beacon Pointe Advisors
67
Beacon Pointe Advisors
California
USD 47.6 M +USD 3.88 M +16,690 +9%
Kestra Advisory Services
68
Kestra Advisory Services
Texas
USD 46.9 M -USD 161 k -690 -0.4%
US Bancorp
69
US Bancorp
Minnesota
USD 45.7 M +USD 2.76 M +11,877 +7%
MML Investors Services
70
MML Investors Services
Massachusetts
USD 45.5 M +USD 3.05 M +13,116 +8%
Foster Group
71
Foster Group
Iowa
USD 44.9 M -USD 461 k -1,982 -1%
CFM
72
Comprehensive Financial Management
California
USD 44.8 M – – –
Mercer Global Advisors
73
Mercer Global Advisors
Colorado
USD 44.1 M +USD 182 k +782 +0.4%
Cambridge Investment Research Advisors
74
Cambridge Investment Research Advisors
Iowa
USD 43 M +USD 226 k +972 +0.6%
Sanctuary Advisors
75
Sanctuary Advisors
Indiana
USD 42.5 M +USD 1.28 M +5,517 +3%
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