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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SF
76
Summit Financial
New Jersey
$35.4M +$278K +1,505 +0.8%
SFP
77
Shepherd Financial Partners
Massachusetts
$34.5M +$192K +1,039 +0.6%
Cambridge Investment Research Advisors
78
Cambridge Investment Research Advisors
Iowa
$33.5M -$2.27M -12,308 -6%
WPW
79
Waldron Private Wealth
Pennsylvania
$33.2M -$751K -4,066 -2%
AI
80
Atria Investments
North Carolina
$32.4M -$5.48M -29,668 -14%
HC
81
Henshaw Capital
Massachusetts
$32.3M
2L
82
25 LLC
Missouri
$32.1M +$103K +555 +0.3%
Corient Private Wealth
83
Corient Private Wealth
Florida
$31M +$257K +1,389 +0.8%
Fidelity Investments
84
Fidelity Investments
Massachusetts
$30.2M +$1.05M +5,691 +4%
GFA
85
Gallagher Fiduciary Advisors
Illinois
$29.5M -$4.9M -26,506 -14%
SWA
86
Strategies Wealth Advisors
Michigan
$28.6M -$781K -4,226 -3%
NA
87
NewEdge Advisors
Louisiana
$28.6M +$1.91M +10,363 +7%
AMG
88
Asset Management Group
Connecticut
$25.9M +$611K +3,308 +2%
Baird Financial Group
89
Baird Financial Group
Wisconsin
$25.7M +$412K +2,230 +2%
CT
90
Coastline Trust
Rhode Island
$25.6M -$296K -1,600 -1%
US Bancorp
91
US Bancorp
Minnesota
$24.7M -$449K -2,431 -2%
Comerica Bank
92
Comerica Bank
Texas
$24.5M -$533K -2,888 -2%
MAM
93
Marotta Asset Management
Virginia
$24.4M -$55.6K -301 -0.2%
WA
94
Wealth Architects
California
$24.1M -$197K -1,069 -0.8%
BIA
95
BHK Investment Advisors
Alabama
$23.7M -$818K -4,426 -3%
NQWM
96
Northwest Quadrant Wealth Management
Oregon
$23.6M +$70.4K +381 +0.3%
Natixis Advisors
97
Natixis Advisors
Massachusetts
$23.4M +$8.82M +47,761 +59%
SA
98
Sanctuary Advisors
Indiana
$23.3M +$23.5M +127,484 New
ML
99
McAdam LLC
Pennsylvania
$22.3M +$2.32M +12,566 +11%
PAG
100
Private Advisor Group
New Jersey
$22.2M +$896K +4,848 +4%