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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
76
Cambridge Investment Research Advisors
Iowa
$35.1M -$1.08M -5,271 -3%
WPW
77
Waldron Private Wealth
Pennsylvania
$34.8M -$337K -1,646 -1%
MFG
78
Merit Financial Group
Georgia
$33.5M -$1.81M -8,844 -5%
SA
79
Sanctuary Advisors
Indiana
$32.1M +$835K +4,083 +3%
Pathstone Holdings
80
Pathstone Holdings
New Jersey
$31.9M -$1.96M -9,564 -6%
US Bancorp
81
US Bancorp
Minnesota
$31.7M +$765K +3,739 +3%
AMG
82
Asset Management Group
Connecticut
$31M -$146K -712 -0.5%
PAG
83
Private Advisor Group
New Jersey
$30.3M +$3.92M +19,150 +15%
VFP
84
Verus Financial Partners
Virginia
$30.2M -$788K -3,853 -3%
NA
85
NewEdge Advisors
Louisiana
$30.1M +$341K +1,668 +1%
KAS
86
Kestra Advisory Services
Texas
$29.8M +$4.55M +22,259 +18%
MAM
87
Marotta Asset Management
Virginia
$28.8M +$909K +4,447 +3%
Baird Financial Group
88
Baird Financial Group
Wisconsin
$28.7M -$2.66K -13 -0%
AWA
89
Aaron Wealth Advisors
Illinois
$28.5M +$8.2M +40,105 +42%
Comerica Bank
90
Comerica Bank
Texas
$28.3M -$1.18M -5,777 -4%
WA
91
Wealth Architects
California
$28M -$76.1K -372 -0.3%
NQWM
92
Northwest Quadrant Wealth Management
Oregon
$27.8M -$361K -1,765 -1%
Fidelity Investments
93
Fidelity Investments
Massachusetts
$27.8M +$276K +1,349 +1%
EWM
94
Empirical Wealth Management
Washington
$27.6M -$86.9K -425 -0.3%
WIA
95
World Investment Advisors
California
$27.5M +$25.4M +124,184 +1,650%
ML
96
McAdam LLC
Pennsylvania
$27.2M +$379K +1,853 +1%
FPAS
97
Focus Partners Advisor Solutions
Missouri
$27.1M -$1.85M -9,036 -6%
BWM
98
Brickley Wealth Management
California
$25.9M +$11.2K +55 +0%
GFWA
99
Grey Fox Wealth Advisors
Delaware
$25.2M +$1.07M +5,216 +5%
PMFA
100
Plante Moran Financial Advisors
Michigan
$24.7M +$701K +3,429 +3%