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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
26
United Capital Financial Advisors
Texas
$11.3M +$314K +3,108 +3%
SE
27
Summit Equities
New Jersey
$10.5M +$667K +6,606 +7%
ZF
28
Zhang Financial
Michigan
$10.2M +$164K +1,629 +2%
AWA
29
ARS Wealth Advisors
Florida
$9.96M +$764K +7,562 +9%
MMA
30
Miracle Mile Advisors
California
$9.91M +$9.49M +93,970 New
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$9.61M +$2.54M +25,161 +38%
QIM
32
Quest Investment Management
Oregon
$9.12M
LNC
33
Lincoln National Corp
Pennsylvania
$9.04M +$707K +7,002 +9%
HighTower Advisors
34
HighTower Advisors
Illinois
$9.03M +$735K +7,281 +9%
Fifth Third Bancorp
35
Fifth Third Bancorp
Ohio
$9M +$10.6K +105 +0.1%
TRCT
36
Tower Research Capital (TRC)
New York
$8.9M +$8.52M +84,331 New
OC
37
Oppenheimer & Co
New York
$8.89M +$25.3K +251 +0.3%
CCM
38
Carlson Capital Management
Minnesota
$8.88M -$246K -2,435 -3%
JMPWA
39
JP Morgan Private Wealth Advisors
California
$8.46M -$283K -2,801 -3%
IFS
40
Ifrah Financial Services
Arkansas
$8.29M -$91.9K -910 -1%
PGFC
41
Peapack-Gladstone Financial Corp
New Jersey
$6.86M -$263K -2,603 -4%
RJA
42
Raymond James & Associates
Florida
$6.71M +$363K +3,599 +6%
GC
43
Garde Capital
Washington
$6.09M +$5.83M +57,777 New
BSW
44
Buckingham Strategic Wealth
Missouri
$5.82M -$132K -1,309 -2%
CAN
45
Cetera Advisor Networks
California
$5.37M +$1.96M +19,398 +61%
PFM
46
Phillips Financial Management
Indiana
$5.28M -$9.29K -92 -0.2%
CPO
47
Cerity Partners OCIO
New York
$5.2M +$800K +7,924 +19%
LTFS
48
Ladenburg Thalmann Financial Services
Florida
$4.9M +$85K +842 +2%
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$4.72M -$5.22M -51,707 -54%
FCI
50
Financial Counselors Inc
Kansas
$4.68M -$233K -2,306 -5%