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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
$38.2M +$2.26M +10,114 +6%
SWA
77
Strategies Wealth Advisors
Michigan
$38M -$1.17M -5,235 -3%
MML Investors Services
78
MML Investors Services
Massachusetts
$37.8M -$6.33M -28,299 -14%
SA
79
Sanctuary Advisors
Indiana
$36.8M +$207K +928 +0.6%
Natixis Advisors
80
Natixis Advisors
Massachusetts
$34.8M +$74.7K +334 +0.2%
Fidelity Investments
81
Fidelity Investments
Massachusetts
$34.8M +$3.58M +15,995 +11%
WFPG
82
Waller Financial Planning Group
Ohio
$34.2M +$2.25M +10,069 +7%
WPW
83
Waldron Private Wealth
Pennsylvania
$34.2M -$1.15M -5,122 -3%
Pathstone Holdings
84
Pathstone Holdings
New Jersey
$34.1M +$2.18M +9,731 +7%
NA
85
NewEdge Advisors
Louisiana
$33.4M +$1.41M +6,299 +4%
AMG
86
Asset Management Group
Connecticut
$33.2M +$614K +2,745 +2%
Baird Financial Group
87
Baird Financial Group
Wisconsin
$33M +$1.79M +7,994 +6%
AWA
88
Aaron Wealth Advisors
Illinois
$32.8M +$2.84M +12,726 +9%
MAM
89
Marotta Asset Management
Virginia
$32.2M +$865K +3,871 +3%
EH
90
Equitable Holdings
New York
$32.2M -$9.24M -41,343 -21%
Charles Schwab
91
Charles Schwab
California
$31M -$23.2M -103,868 -42%
VFP
92
Verus Financial Partners
Virginia
$30.7M -$704K -3,149 -2%
MFG
93
Merit Financial Group
Georgia
$30.7M -$558K -2,494 -2%
GSF
94
Grove Street Fiduciary
New Hampshire
$29.9M -$853K -3,817 -3%
NQWM
95
Northwest Quadrant Wealth Management
Oregon
$29.7M +$178K +796 +0.6%
ML
96
McAdam LLC
Pennsylvania
$29M -$70.4K -315 -0.2%
FPAS
97
Focus Partners Advisor Solutions
Missouri
$28.7M -$389K -1,742 -1%
WA
98
Wealth Architects
California
$28.6M -$271K -1,214 -0.9%
2L
99
25 LLC
Missouri
$28.5M -$296K -1,326 -1%
PMFA
100
Plante Moran Financial Advisors
Michigan
$28.4M -$1.34M -5,992 -4%