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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$28.6M +$26.8M +233,468 +7,887%
FPIS
27
Financial Planning & Information Services
Wisconsin
$21.9M -$328K -2,860 -2%
SEI Investments
28
SEI Investments
Pennsylvania
$21.2M -$2.61M -22,761 -11%
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$20.9M +$1.92M +16,744 +11%
WA
30
Wealth Architects
California
$19.4M -$347K -3,022 -2%
MWM
31
Modera Wealth Management
New Jersey
$19.3M -$1.06M -9,261 -5%
Fifth Third Bancorp
32
Fifth Third Bancorp
Ohio
$19.1M +$641K +5,589 +4%
ZF
33
Zhang Financial
Michigan
$18.2M -$253K -2,203 -1%
SE
34
Summit Equities
New Jersey
$17.7M +$293K +2,557 +2%
AA
35
ALPS Advisors
Colorado
$16.7M +$1.94M +16,942 +14%
CPO
36
Cerity Partners OCIO
New York
$16.6M +$241K +2,099 +2%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$16.5M +$782K +6,822 +5%
LNC
38
Lincoln National Corp
Pennsylvania
$16.3M -$445K -3,880 -3%
Creative Planning
39
Creative Planning
Kansas
$15.6M -$1.36M -11,901 -8%
IA
40
IndexIQ Advisors
New York
$15.4M +$14.2M +123,704 +3,211%
PAG
41
Private Advisor Group
New Jersey
$15.2M +$3.42M +29,835 +32%
MMA
42
Miracle Mile Advisors
California
$14.1M +$825K +7,192 +7%
AIM
43
Allen Investment Management
New York
$13.8M +$8.92M +77,794 +214%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$13.7M +$2.9M +25,253 +29%
Goldman Sachs
45
Goldman Sachs
New York
$13.7M -$7.32M -63,823 -36%
REMPR
46
Roof Eidam Maycock Peralta (REMP)
California
$13.6M +$417K +3,640 +3%
Stifel Financial
47
Stifel Financial
Missouri
$13.4M +$1.54M +13,404 +14%
CCM
48
Carlson Capital Management
Minnesota
$13.4M +$288K +2,511 +2%
PSUF
49
People's United Financial
Connecticut
$13.2M +$12.4M +107,966 +10,401%
SP
50
Symmetry Partners
Connecticut
$13.1M +$12.4M +108,424 New