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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WPW
51
Waldron Private Wealth
Pennsylvania
$34.8M -$3.4M -19,877 -9%
Truist Financial
52
Truist Financial
North Carolina
$34.5M +$948K +5,540 +3%
Rockefeller Capital Management
53
Rockefeller Capital Management
New York
$34M +$3.91M +22,842 +13%
MML Investors Services
54
MML Investors Services
Massachusetts
$33.7M +$3.6M +21,019 +12%
IWA
55
Inspirion Wealth Advisors
Illinois
$32.4M +$1.43M +8,380 +5%
BSW
56
Buckingham Strategic Wealth
Missouri
$31.6M +$2.01M +11,740 +7%
SF
57
Summit Financial
New Jersey
$31.6M +$607K +3,544 +2%
TSW
58
Thompson Siegel & Walmsley
Virginia
$31.4M +$268K +1,565 +0.9%
B
59
Bailard
California
$31.4M +$415K +2,427 +1%
JRP
60
Jasper Ridge Partners
California
$31M -$4.01M -23,448 -11%
PP
61
PDS Planning
Ohio
$30.6M +$3.29M +19,231 +12%
BFA
62
Bragg Financial Advisors
North Carolina
$30.2M +$2.23M +13,028 +8%
Creative Planning
63
Creative Planning
Kansas
$30.1M +$8.04M +46,972 +36%
SC
64
Savant Capital
Illinois
$30M +$1.43M +8,380 +5%
Stifel Financial
65
Stifel Financial
Missouri
$28.7M +$1.14M +6,650 +4%
CAM
66
Cresset Asset Management
Illinois
$27.4M +$201K +1,174 +0.7%
PPW
67
Parcion Private Wealth
Washington
$26.8M -$7.7M -44,990 -23%
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$26.4M +$468K +2,732 +2%
Cetera Investment Advisers
69
Cetera Investment Advisers
Illinois
$26.2M +$1.39M +8,101 +6%
FSWA
70
Financial Synergies Wealth Advisors
Texas
$24.8M -$1.39M -8,117 -5%
WA
71
Wealth Architects
California
$24.2M -$820K -4,790 -3%
Franklin Resources
72
Franklin Resources
California
$24.1M +$24.1M +140,507 +8,495%
AWA
73
Arete Wealth Advisors
Illinois
$23.9M +$719K +4,198 +3%
MWM
74
Modera Wealth Management
New Jersey
$23M -$285K -1,662 -1%
CAPTRUST Financial Advisors
75
CAPTRUST Financial Advisors
North Carolina
$22.9M +$7.61M +44,478 +49%