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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
101
Mercer Global Advisors
Colorado
$18.9M -$1.31M -7,889 -6%
FSWA
102
Financial Synergies Wealth Advisors
Texas
$18.7M -$225K -1,360 -1%
BTCPP
103
Border to Coast Pensions Partnership
United Kingdom
$18.7M +$8.19M +49,482 +73%
BWM
104
Brickley Wealth Management
California
$18.6M -$66.5K -402 -0.3%
Corient Private Wealth
105
Corient Private Wealth
Florida
$18.3M +$2.11M +12,755 +12%
EC
106
Estate Counselors
Wisconsin
$18.3M +$9.5M +57,390 +99%
GT
107
Glenmede Trust
Pennsylvania
$17.8M -$1.97M -11,922 -10%
SC
108
Sepio Capital
Utah
$17.6M -$359K -2,166 -2%
NA
109
NewEdge Advisors
Louisiana
$17.6M -$210K -1,268 -1%
AWM
110
Arista Wealth Management
Nevada
$17.5M -$4.96M -29,957 -21%
CT
111
Coastline Trust
Rhode Island
$17.1M +$9.58M +57,850 +116%
JCM
112
Jacobsen Capital Management
Utah
$16.8M +$539K +3,255 +3%
RVPG
113
Relative Value Partners Group
$16.4M +$1.33M +8,006 +8%
PPW
114
Pasadena Private Wealth
California
$16M -$808K -4,882 -5%
Janney Montgomery Scott
115
Janney Montgomery Scott
Pennsylvania
$15.9M +$16.6K +100 +0.1%
PAG
116
Private Advisor Group
New Jersey
$15.8M -$2.86M -17,289 -15%
SIM
117
Studio Investment Management
Illinois
$15.7M -$258K -1,558 -2%
LWP
118
LMG Wealth Partners
Louisiana
$15.5M +$394K +2,381 +3%
AWM
119
Avior Wealth Management
Nebraska
$15M -$281K -1,695 -2%
CCM
120
Carlson Capital Management
Minnesota
$15M -$140K -843 -0.9%
Fidelity Investments
121
Fidelity Investments
Massachusetts
$14.7M +$1.74M +10,529 +13%
UOMF
122
University of Maryland Foundation
Maryland
$14.5M – – –
Natixis Advisors
123
Natixis Advisors
Massachusetts
$14.3M -$3.22M -19,478 -18%
TWP
124
Total Wealth Planning
Ohio
$14.2M +$628K +3,793 +4%
PIFP
125
Partners in Financial Planning
Virginia
$13.8M +$134K +807 +0.9%