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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NA
101
NewEdge Advisors
Louisiana
$20.5M +$2.09M +13,264 +12%
Baird Financial Group
102
Baird Financial Group
Wisconsin
$20.4M -$113K -716 -0.6%
SC
103
Sepio Capital
Utah
$20.3M +$1.81M +11,490 +10%
Mercer Global Advisors
104
Mercer Global Advisors
Colorado
$19.4M -$327K -2,074 -2%
BWM
105
Brickley Wealth Management
California
$19.4M +$5.35K +34 +0%
Corient Private Wealth
106
Corient Private Wealth
Florida
$18.9M -$214K -1,359 -1%
CCM
107
Carlson Capital Management
Minnesota
$18.8M +$3.06M +19,420 +21%
JCM
108
Jacobsen Capital Management
Utah
$18.7M +$1.16M +7,363 +7%
EC
109
Estate Counselors
Wisconsin
$18.6M -$468K -2,970 -3%
SIA
110
Strategic Investment Advisors
Michigan
$18.5M +$9.12M +57,955 +107%
SIM
111
Studio Investment Management
Illinois
$18.4M +$1.97M +12,518 +13%
AWM
112
AE Wealth Management
Kansas
$18.3M -$3.33M -21,154 -16%
PPW
113
Pasadena Private Wealth
California
$17.9M +$1.26M +8,004 +8%
GT
114
Glenmede Trust
Pennsylvania
$17.8M
PAG
115
Private Advisor Group
New Jersey
$17.5M +$736K +4,678 +5%
RVPG
116
Relative Value Partners Group
$17.5M +$363K +2,305 +2%
LWP
117
LMG Wealth Partners
Louisiana
$16.1M +$37.9K +241 +0.2%
AWM
118
Avior Wealth Management
Nebraska
$15.7M +$17.9K +114 +0.1%
TWP
119
Total Wealth Planning
Ohio
$15.5M +$707K +4,488 +5%
AW
120
Avion Wealth
Texas
$15.5M +$1.24M +7,901 +9%
FPAS
121
Focus Partners Advisor Solutions
Missouri
$15.2M +$2.61M +16,602 +22%
UOMF
122
University of Maryland Foundation
Maryland
$15.1M
BCM
123
BlueCrest Capital Management
Jersey
$15M +$14.3M +90,983 New
Fidelity Investments
124
Fidelity Investments
Massachusetts
$14.9M -$361K -2,294 -2%
BF
125
Brooklyn FI
New York
$14.8M +$8.28M +52,596 +142%