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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFA
76
Sequoia Financial Advisors
Ohio
$35.9M +$34.9M +170,238 +1,546%
2L
77
25 LLC
Missouri
$35.7M +$691K +3,367 +2%
Cambridge Investment Research Advisors
78
Cambridge Investment Research Advisors
Iowa
$35.3M -$2.75M -13,395 -7%
HC
79
Henshaw Capital
Massachusetts
$35.1M
WPW
80
Waldron Private Wealth
Pennsylvania
$34.3M +$130K +631 +0.4%
WANY
81
Wealthspire Advisors (New York)
New York
$34.1M +$3.79M +18,449 +12%
Fidelity Investments
82
Fidelity Investments
Massachusetts
$33.7M +$1.48M +7,220 +4%
SWA
83
Strategies Wealth Advisors
Michigan
$33.5M +$1.58M +7,677 +5%
Natixis Advisors
84
Natixis Advisors
Massachusetts
$32M +$13.6M +66,422 +70%
SA
85
Sanctuary Advisors
Indiana
$30.9M +$2.77M +13,505 +10%
Baird Financial Group
86
Baird Financial Group
Wisconsin
$30.3M +$2.1M +10,223 +7%
AMG
87
Asset Management Group
Connecticut
$29.2M +$401K +1,951 +1%
KWM
88
Kaydan Wealth Management
Michigan
$28.2M -$450K -2,194 -2%
Comerica Bank
89
Comerica Bank
Texas
$27.9M +$2.43M +11,853 +9%
CT
90
Coastline Trust
Rhode Island
$27.9M
NA
91
NewEdge Advisors
Louisiana
$27.9M -$4.03M -19,652 -12%
Corient Private Wealth
92
Corient Private Wealth
Florida
$27.5M -$7.36M -35,848 -20%
US Bancorp
93
US Bancorp
Minnesota
$27.2M -$209K -1,017 -0.7%
NQWM
94
Northwest Quadrant Wealth Management
Oregon
$26.5M +$717K +3,495 +3%
FPAS
95
Focus Partners Advisor Solutions
Missouri
$26.5M +$6.37M +31,049 +30%
CJH
96
Christopher J. Hasenberg
Wisconsin
$25.9M +$26.8M +130,774 New
MAM
97
Marotta Asset Management
Virginia
$25.7M -$1.41M -6,872 -5%
WA
98
Wealth Architects
California
$25.7M -$461K -2,246 -2%
BIA
99
BHK Investment Advisors
Alabama
$25.4M -$122K -595 -0.5%
ML
100
McAdam LLC
Pennsylvania
$25.4M +$1.17M +5,715 +5%