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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFA
51
Bragg Financial Advisors
North Carolina
$62.5M +$259K +1,237 +0.4%
MIAS
52
Mason Investment Advisory Services
Virginia
$60.4M +$777K +3,710 +1%
FAC
53
Financial Advisory Corporation
Michigan
$60.3M +$414K +1,978 +0.7%
SC
54
Savant Capital
Illinois
$59.7M -$3.8M -18,165 -6%
SI
55
Stephens Inc
Arkansas
$56.7M -$116K -553 -0.2%
Cerity Partners
56
Cerity Partners
New York
$56.4M +$2.21M +10,552 +4%
EWA
57
Exencial Wealth Advisors
Oklahoma
$55.8M -$877K -4,189 -2%
WL
58
WIT LLC
District of Columbia
$53M
B
59
Bailard
California
$52.8M +$291K +1,390 +0.6%
Charles Schwab
60
Charles Schwab
California
$52.2M -$1.86M -8,896 -3%
TSW
61
Thompson Siegel & Walmsley
Virginia
$50.8M +$132K +631 +0.3%
Truist Financial
62
Truist Financial
North Carolina
$48.1M +$2.72M +13,009 +6%
ZF
63
Zhang Financial
Michigan
$48M -$1.95M -9,337 -4%
APG
64
Abacus Planning Group
South Carolina
$45.7M +$577K +2,757 +1%
MML Investors Services
65
MML Investors Services
Massachusetts
$42.8M -$570K -2,721 -1%
WANY
66
Wealthspire Advisors (New York)
New York
$41.9M -$33.8M -161,467 -45%
SF
67
Summit Financial
New Jersey
$41.6M +$433K +2,066 +1%
EH
68
Equitable Holdings
New York
$40.9M -$3.57M -17,043 -8%
OWA
69
Opal Wealth Advisors
New York
$40.8M +$1.04M +4,947 +3%
FG
70
Foster Group
Iowa
$39.5M -$2.63M -12,544 -6%
CFM
71
Comprehensive Financial Management
California
$39M
SWA
72
Strategies Wealth Advisors
Michigan
$38.2M +$1.58M +7,554 +4%
KAS
73
Kestra Advisory Services
Texas
$37.6M +$7.29M +34,828 +24%
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$36.8M +$25.3M +120,819 +227%
SA
75
Sanctuary Advisors
Indiana
$35.7M +$3.08M +14,699 +10%