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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
51
Cresset Asset Management
Illinois
$54.9M -$5.21M -28,169 -9%
MIAS
52
Mason Investment Advisory Services
Virginia
$54.8M -$333K -1,798 -0.6%
FAC
53
Financial Advisory Corporation
Michigan
$53.8M +$1.33M +7,187 +3%
EWA
54
Exencial Wealth Advisors
Oklahoma
$53.4M +$2.03M +10,970 +4%
SI
55
Stephens Inc
Arkansas
$52.7M +$831K +4,490 +2%
Charles Schwab
56
Charles Schwab
California
$52.3M -$105K -566 -0.2%
SC
57
Savant Capital
Illinois
$51.6M +$556K +3,006 +1%
Cerity Partners
58
Cerity Partners
New York
$49.5M +$2.27M +12,257 +5%
WL
59
WIT LLC
District of Columbia
$48.8M +$46.3M +250,167 New
B
60
Bailard
California
$48.1M +$168K +907 +0.4%
MML Investors Services
61
MML Investors Services
Massachusetts
$47.8M +$416K +2,247 +0.9%
TSW
62
Thompson Siegel & Walmsley
Virginia
$46.6M +$61.6K +333 +0.1%
ZF
63
Zhang Financial
Michigan
$46.2M -$1.53M -8,253 -3%
IWA
64
Inspirion Wealth Advisors
Illinois
$45.2M -$501K -2,709 -1%
APG
65
Abacus Planning Group
South Carolina
$40.1M -$2.12M -11,442 -5%
SF
66
Summit Financial
New Jersey
$39.8M +$2.2M +11,888 +6%
FG
67
Foster Group
Iowa
$39.8M -$245K -1,323 -0.6%
Truist Financial
68
Truist Financial
North Carolina
$39.7M -$3.39M -18,324 -8%
Corient Private Wealth
69
Corient Private Wealth
Florida
$38.8M -$4.07M -21,977 -10%
2L
70
25 LLC
Missouri
$37.3M +$1.29M +6,985 +4%
EH
71
Equitable Holdings
New York
$36.7M +$777K +4,200 +2%
CFM
72
Comprehensive Financial Management
California
$36.1M
OWA
73
Opal Wealth Advisors
New York
$35.9M +$2.06M +11,130 +6%
Mercer Global Advisors
74
Mercer Global Advisors
Colorado
$34.4M -$9.73M -52,569 -23%
Cambridge Investment Research Advisors
75
Cambridge Investment Research Advisors
Iowa
$33.8M -$2.22M -12,011 -6%