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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
101
Cerity Partners
New York
$21M -$15.5M -92,517 -41%
Baird Financial Group
102
Baird Financial Group
Wisconsin
$20.7M +$1.09M +6,546 +5%
Corient Private Wealth
103
Corient Private Wealth
Florida
$20.7M +$2.62M +15,652 +14%
Fifth Third Bancorp
104
Fifth Third Bancorp
Ohio
$20.6M -$863K -5,164 -4%
NQWM
105
Northwest Quadrant Wealth Management
Oregon
$20.4M +$468K +2,801 +2%
WIA
106
World Investment Advisors
California
$20M +$20.2M +120,915 +2,858%
EWM
107
Empirical Wealth Management
Washington
$19.7M -$1.81M -10,799 -8%
SC
108
Sepio Capital
Utah
$19.6M +$114K +679 +0.6%
AC
109
Apella Capital
Connecticut
$19.4M -$2.3M -13,743 -10%
AWM
110
AE Wealth Management
Kansas
$19.4M +$1.84M +11,033 +10%
SIM
111
Studio Investment Management
Illinois
$19.3M +$1.66M +9,937 +9%
Natixis Advisors
112
Natixis Advisors
Massachusetts
$19.1M +$7.74M +46,313 +63%
BWM
113
Brickley Wealth Management
California
$18.6M -$117K -700 -0.6%
PPW
114
Pasadena Private Wealth
California
$18.3M +$1.08M +6,455 +6%
JCM
115
Jacobsen Capital Management
Utah
$18.1M +$57.7K +345 +0.3%
CCM
116
Carlson Capital Management
Minnesota
$18M -$102K -611 -0.5%
PAG
117
Private Advisor Group
New Jersey
$16.1M -$483K -2,891 -3%
AWM
118
Avior Wealth Management
Nebraska
$15.5M +$411K +2,461 +3%
PFO
119
Pathstone Family Office
New Jersey
$15.3M +$11.1M +66,492 +224%
BF
120
Brooklyn FI
New York
$15.3M +$1.03M +6,164 +7%
AW
121
Avion Wealth
Texas
$15.2M +$244K +1,458 +2%
KAS
122
Kestra Advisory Services
Texas
$15M +$3.81M +22,762 +32%
TWP
123
Total Wealth Planning
Ohio
$15M +$13K +78 +0.1%
LWP
124
LMG Wealth Partners
Louisiana
$14.7M -$863K -5,160 -5%
ML
125
McAdam LLC
Pennsylvania
$14.6M +$1.95M +11,671 +15%