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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MIAS
51
Mason Investment Advisory Services
Virginia
$61.5M -$483K -2,159 -0.8%
SC
52
Savant Capital
Illinois
$60.4M -$821K -3,674 -1%
SI
53
Stephens Inc
Arkansas
$59.5M +$1.32M +5,889 +2%
UCFA
54
United Capital Financial Advisors
Texas
$58.9M -$8.3M -37,111 -12%
Cerity Partners
55
Cerity Partners
New York
$58.1M +$270K +1,206 +0.5%
Goldman Sachs
56
Goldman Sachs
New York
$57.3M -$11.8M -52,746 -17%
EWA
57
Exencial Wealth Advisors
Oklahoma
$55.5M -$1.8M -8,035 -3%
B
58
Bailard
California
$55.1M +$995K +4,453 +2%
WL
59
WIT LLC
District of Columbia
$54.3M
Truist Financial
60
Truist Financial
North Carolina
$53.9M +$4.68M +20,923 +9%
TSW
61
Thompson Siegel & Walmsley
Virginia
$51.7M -$452K -2,020 -0.8%
DWS
62
Discipline Wealth Solutions
South Carolina
$51.6M +$33.6M +150,327 +172%
ZF
63
Zhang Financial
Michigan
$49.2M -$70.2K -314 -0.1%
Fifth Third Bancorp
64
Fifth Third Bancorp
Ohio
$48.5M +$31.1M +138,931 +165%
SF
65
Summit Financial
New Jersey
$46.9M +$4.36M +19,510 +10%
APG
66
Abacus Planning Group
South Carolina
$46.2M -$670K -2,999 -1%
WANY
67
Wealthspire Advisors (New York)
New York
$44.6M +$1.63M +7,311 +4%
OWA
68
Opal Wealth Advisors
New York
$43M +$1.19M +5,320 +3%
KAS
69
Kestra Advisory Services
Texas
$42.1M +$3.56M +15,929 +9%
FG
70
Foster Group
Iowa
$40.6M +$87.4K +391 +0.2%
CFM
71
Comprehensive Financial Management
California
$40.1M
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$40M +$2.33M +10,401 +6%
Mercer Global Advisors
73
Mercer Global Advisors
Colorado
$39.3M +$4.08M +18,245 +11%
BPA
74
Beacon Pointe Advisors
California
$39M +$4.8M +21,458 +14%
US Bancorp
75
US Bancorp
Minnesota
$38.3M +$4.61M +20,621 +13%