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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
51
Goldman Sachs
New York
$63.5M -$621K -2,671 -1%
FAC
52
Financial Advisory Corporation
Michigan
$62.8M -$6.09M -26,192 -9%
UCFA
53
United Capital Financial Advisors
Texas
$62.7M -$3.07M -13,178 -5%
B
54
Bailard
California
$62.6M +$881K +3,789 +1%
EFG
55
Everhart Financial Group
Ohio
$62.1M +$46.3M +198,989 +353%
Cerity Partners
56
Cerity Partners
New York
$60.4M -$4.33M -18,626 -7%
DWS
57
Discipline Wealth Solutions
South Carolina
$60.3M +$2.39M +10,272 +4%
WL
58
WIT LLC
District of Columbia
$58.9M -$1.81M -7,778 -3%
TSW
59
Thompson Siegel & Walmsley
Virginia
$57.3M -$448K -1,924 -0.8%
ZF
60
Zhang Financial
Michigan
$54.9M -$107K -459 -0.2%
SF
61
Summit Financial
New Jersey
$54.3M +$1.81M +7,786 +4%
APG
62
Abacus Planning Group
South Carolina
$53.8M +$2.07M +8,894 +4%
Fifth Third Bancorp
63
Fifth Third Bancorp
Ohio
$53M -$1.2M -5,179 -2%
Corient Private Wealth
64
Corient Private Wealth
Florida
$52.9M -$28.4M -122,261 -36%
WANY
65
Wealthspire Advisors (New York)
New York
$52.8M +$2.78M +11,940 +6%
OWA
66
Opal Wealth Advisors
New York
$48.5M +$327K +1,405 +0.7%
BPA
67
Beacon Pointe Advisors
California
$47.6M +$3.88M +16,690 +9%
KAS
68
Kestra Advisory Services
Texas
$46.9M -$161K -690 -0.4%
US Bancorp
69
US Bancorp
Minnesota
$45.7M +$2.76M +11,877 +7%
MML Investors Services
70
MML Investors Services
Massachusetts
$45.5M +$3.05M +13,116 +8%
FG
71
Foster Group
Iowa
$44.9M -$461K -1,982 -1%
CFM
72
Comprehensive Financial Management
California
$44.8M
Mercer Global Advisors
73
Mercer Global Advisors
Colorado
$44.1M +$182K +782 +0.4%
Cambridge Investment Research Advisors
74
Cambridge Investment Research Advisors
Iowa
$43M +$226K +972 +0.6%
SA
75
Sanctuary Advisors
Indiana
$42.5M +$1.28M +5,517 +3%