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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
$27.8M +$13.5M +109,677 +94%
TAIM
27
TD Ameritrade Investment Management
Nebraska
$25.4M -$8.51M -69,301 -25%
HI
28
Horizon Investments
North Carolina
$25.1M -$49.2M -400,197 -66%
SEI Investments
29
SEI Investments
Pennsylvania
$24.7M +$3.2M +26,048 +15%
USAA
30
United Services Automobile Association
Texas
$22.2M -$12M -97,590 -35%
FPIS
31
Financial Planning & Information Services
Wisconsin
$22M -$248K -2,016 -1%
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$21.9M +$658K +5,359 +3%
Fifth Third Bancorp
33
Fifth Third Bancorp
Ohio
$20.3M +$934K +7,601 +5%
JMPWA
34
JP Morgan Private Wealth Advisors
California
$20.1M +$14M +113,744 +226%
ZF
35
Zhang Financial
Michigan
$20M -$122K -992 -0.7%
WA
36
Wealth Architects
California
$19.6M -$82.2K -669 -0.4%
SE
37
Summit Equities
New Jersey
$18.8M +$814K +6,628 +5%
MWM
38
Modera Wealth Management
New Jersey
$18.6M -$1.02M -8,327 -5%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$18.1M +$1.34M +10,911 +8%
LNC
40
Lincoln National Corp
Pennsylvania
$17.9M +$1.33M +10,831 +8%
CPO
41
Cerity Partners OCIO
New York
$16.9M +$95.7K +779 +0.6%
AA
42
ALPS Advisors
Colorado
$16.9M -$22.7K -185 -0.1%
PFA
43
Pinnacle Family Advisors
Missouri
$16.8M +$4.87M +39,680 +41%
PAG
44
Private Advisor Group
New Jersey
$16.4M +$1.48M +12,083 +10%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$15.8M +$1.89M +15,388 +14%
Creative Planning
46
Creative Planning
Kansas
$15.2M -$623K -5,070 -4%
REMPR
47
Roof Eidam Maycock Peralta (REMP)
California
$15M +$1.22M +9,919 +9%
SP
48
Symmetry Partners
Connecticut
$14.7M +$1.42M +11,576 +11%
AIM
49
Allen Investment Management
New York
$14.3M +$297K +2,417 +2%
PSUF
50
People's United Financial
Connecticut
$13.6M +$215K +1,754 +2%