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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
76
Strategies Wealth Advisors
Michigan
$33.4M +$23K +124 +0.1%
MFG
77
Merit Financial Group
Georgia
$33.1M +$25.3M +136,943 +420%
WPW
78
Waldron Private Wealth
Pennsylvania
$32.9M -$75.7K -409 -0.2%
Pathstone Holdings
79
Pathstone Holdings
New Jersey
$30.2M +$13.7M +73,922 +84%
VFP
80
Verus Financial Partners
Virginia
$29.9M -$26.7M -144,367 -49%
SA
81
Sanctuary Advisors
Indiana
$29.2M -$598K -3,233 -2%
AMG
82
Asset Management Group
Connecticut
$29.1M -$239K -1,292 -0.9%
US Bancorp
83
US Bancorp
Minnesota
$28.9M +$346K +1,869 +1%
NA
84
NewEdge Advisors
Louisiana
$27.8M +$146K +790 +0.6%
Comerica Bank
85
Comerica Bank
Texas
$27.5M +$112K +606 +0.4%
FPAS
86
Focus Partners Advisor Solutions
Missouri
$27.2M -$176K -953 -0.7%
Baird Financial Group
87
Baird Financial Group
Wisconsin
$26.8M -$508K -2,743 -2%
NQWM
88
Northwest Quadrant Wealth Management
Oregon
$26.4M +$103K +559 +0.4%
WA
89
Wealth Architects
California
$26.2M +$1.26M +6,792 +5%
MAM
90
Marotta Asset Management
Virginia
$25.9M -$730K -3,944 -3%
EWM
91
Empirical Wealth Management
Washington
$25.9M +$1.75M +9,475 +8%
Fidelity Investments
92
Fidelity Investments
Massachusetts
$25.7M -$6.12M -33,056 -20%
ML
93
McAdam LLC
Pennsylvania
$25.1M +$316K +1,709 +1%
PAG
94
Private Advisor Group
New Jersey
$24.6M -$25.2K -136 -0.1%
BWM
95
Brickley Wealth Management
California
$24.2M +$104K +564 +0.5%
KAS
96
Kestra Advisory Services
Texas
$23.5M +$1.69M +9,116 +8%
SCI
97
Silver Coast Investments
United States
$23M +$9.24M +49,933 +74%
BIA
98
BHK Investment Advisors
Alabama
$22.9M +$371K +2,003 +2%
PPW
99
Pasadena Private Wealth
California
$22.9M -$1.33M -7,204 -6%
GFWA
100
Grey Fox Wealth Advisors
Delaware
$22.5M +$989K +5,342 +5%