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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MMA
26
Miracle Mile Advisors
California
$10.4M +$1.06M +10,225 +11%
AWA
27
ARS Wealth Advisors
Florida
$9.9M +$503K +4,853 +5%
ZF
28
Zhang Financial
Michigan
$9.68M +$21.7K +210 +0.2%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$9.17M +$90.8K +877 +1%
HighTower Advisors
30
HighTower Advisors
Illinois
$8.81M +$277K +2,677 +3%
LNC
31
Lincoln National Corp
Pennsylvania
$8.65M +$115K +1,113 +1%
QIM
32
Quest Investment Management
Oregon
$8.62M
OC
33
Oppenheimer & Co
New York
$8.55M +$146K +1,414 +2%
Fifth Third Bancorp
34
Fifth Third Bancorp
Ohio
$8.42M -$90.1K -870 -1%
CCM
35
Carlson Capital Management
Minnesota
$8.27M -$131K -1,269 -2%
JMPWA
36
JP Morgan Private Wealth Advisors
California
$8.18M +$183K +1,763 +2%
IFS
37
Ifrah Financial Services
Arkansas
$7.82M -$25.3K -244 -0.3%
Creative Planning
38
Creative Planning
Kansas
$6.91M +$5.33M +51,432 +288%
PGFC
39
Peapack-Gladstone Financial Corp
New Jersey
$6.34M -$152K -1,467 -2%
FC
40
Forte Capital
New York
$5.99M +$6.22M +60,070 New
GC
41
Garde Capital
Washington
$5.69M -$78.8K -761 -1%
RJA
42
Raymond James & Associates
Florida
$5.45M -$932K -8,998 -14%
BSW
43
Buckingham Strategic Wealth
Missouri
$5.43M -$72.2K -697 -1%
CPO
44
Cerity Partners OCIO
New York
$5.24M +$338K +3,263 +7%
LTFS
45
Ladenburg Thalmann Financial Services
Florida
$4.87M +$246K +2,374 +5%
PFM
46
Phillips Financial Management
Indiana
$4.75M -$108K -1,038 -2%
SC
47
Savant Capital
Illinois
$4.48M +$81.5K +787 +2%
MFS
48
MSI Financial Services
Massachusetts
$4.44M +$403K +3,895 +10%
IA
49
Ibbotson Associates
Illinois
$4.4M +$1.14M +11,015 +33%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$4.12M -$349K -3,372 -8%