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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SC
51
Savant Capital
Illinois
$62.6M +$7.23M +35,360 +13%
CAM
52
Cresset Asset Management
Illinois
$62.4M +$3.47M +16,972 +6%
BFA
53
Bragg Financial Advisors
North Carolina
$61.4M -$2.55M -12,476 -4%
FAC
54
Financial Advisory Corporation
Michigan
$59M +$1.43M +6,976 +3%
MIAS
55
Mason Investment Advisory Services
Virginia
$58.7M +$74.2K +363 +0.1%
SI
56
Stephens Inc
Arkansas
$56M -$338K -1,652 -0.6%
EWA
57
Exencial Wealth Advisors
Oklahoma
$55.9M -$1.25M -6,130 -2%
Cerity Partners
58
Cerity Partners
New York
$53.4M +$372K +1,818 +0.7%
Charles Schwab
59
Charles Schwab
California
$53.3M -$2.58M -12,623 -5%
WL
60
WIT LLC
District of Columbia
$52.2M
B
61
Bailard
California
$51.7M +$234K +1,144 +0.5%
TSW
62
Thompson Siegel & Walmsley
Virginia
$49.9M +$79.7K +390 +0.2%
ZF
63
Zhang Financial
Michigan
$49.3M -$117K -573 -0.2%
IWA
64
Inspirion Wealth Advisors
Illinois
$45M -$1.55M -7,562 -3%
Truist Financial
65
Truist Financial
North Carolina
$44.7M +$2.19M +10,707 +5%
APG
66
Abacus Planning Group
South Carolina
$44.4M +$1.44M +7,028 +3%
EH
67
Equitable Holdings
New York
$43.9M +$4.51M +22,068 +12%
MML Investors Services
68
MML Investors Services
Massachusetts
$42.8M -$8.22M -40,212 -16%
FG
69
Foster Group
Iowa
$41.5M -$1.02M -5,009 -2%
SF
70
Summit Financial
New Jersey
$40.5M -$1.84M -9,007 -4%
2L
71
25 LLC
Missouri
$40.1M +$168K +823 +0.4%
OWA
72
Opal Wealth Advisors
New York
$39.2M +$777K +3,799 +2%
CFM
73
Comprehensive Financial Management
California
$38.7M
SWA
74
Strategies Wealth Advisors
Michigan
$36M +$326K +1,594 +0.9%
Mercer Global Advisors
75
Mercer Global Advisors
Colorado
$35.6M -$1.2M -5,860 -3%