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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SC
101
Sepio Capital
Utah
$25.3M +$648K +3,156 +3%
SF
102
Safeguard Financial
Wisconsin
$25M +$1.7M +8,289 +7%
BWM
103
Brickley Wealth Management
California
$24.5M +$1.22M +5,941 +5%
OWA
104
Opal Wealth Advisors
New York
$24.4M +$333K +1,620 +1%
PAG
105
Private Advisor Group
New Jersey
$24.2M +$959K +4,673 +4%
PPW
106
Pasadena Private Wealth
California
$23.4M +$67.9K +331 +0.3%
EWM
107
Empirical Wealth Management
Washington
$23M -$646K -3,149 -3%
KIM
108
Kestra Investment Management
Texas
$22.9M +$6.11M +29,746 +35%
AI
109
Atria Investments
North Carolina
$22.6M +$575K +2,801 +3%
AWAG
110
ARS Wealth Advisors Group
Florida
$21.4M +$339K +1,649 +2%
KAS
111
Kestra Advisory Services
Texas
$21.3M -$718K -3,497 -3%
GFWA
112
Grey Fox Wealth Advisors
Delaware
$20.8M +$459K +2,234 +2%
SIM
113
Studio Investment Management
Illinois
$20.2M -$390K -1,901 -2%
Fifth Third Bancorp
114
Fifth Third Bancorp
Ohio
$20.2M -$2.24M -10,923 -10%
SWM
115
Shakespeare Wealth Management
Wisconsin
$19.9M -$584K -2,846 -3%
RFS
116
Retirement Financial Solutions
Tennessee
$19.4M +$26.7K +130 +0.1%
SP
117
Symmetry Partners
Connecticut
$19.4M +$421K +2,049 +2%
TWP
118
Total Wealth Planning
Ohio
$19.2M -$266K -1,295 -1%
AWM
119
Avior Wealth Management
Nebraska
$19.1M +$4.62M +22,512 +30%
AWA
120
Aaron Wealth Advisors
Illinois
$19.1M +$1.77M +8,633 +10%
BPA
121
Beacon Pointe Advisors
California
$18.8M -$358K -1,744 -2%
PIFP
122
Partners in Financial Planning
Virginia
$18.6M +$201K +979 +1%
PP
123
PDS Planning
Ohio
$18.3M -$786K -3,828 -4%
GFA
124
Gallagher Fiduciary Advisors
Illinois
$17.7M -$2.56M -12,462 -12%
AW
125
Avion Wealth
Texas
$17.2M -$603K -2,938 -3%