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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
$37.5M +$2.91M +23,569 +9%
MML Investors Services
27
MML Investors Services
Massachusetts
$31.5M +$1.45M +11,792 +5%
MMA
28
Miracle Mile Advisors
California
$31.4M +$2.29M +18,547 +8%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$27M +$6.65M +53,967 +34%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$25.8M +$1.73M +14,062 +7%
FPIS
31
Financial Planning & Information Services
Wisconsin
$24.6M +$484K +3,924 +2%
USAA
32
United Services Automobile Association
Texas
$24.3M
JMPWA
33
JP Morgan Private Wealth Advisors
California
$22.8M +$814K +6,603 +4%
SE
34
Summit Equities
New Jersey
$22M +$1.22M +9,924 +6%
CPO
35
Cerity Partners OCIO
New York
$21.8M +$3.13M +25,361 +17%
WA
36
Wealth Architects
California
$21.5M +$345K +2,796 +2%
Fifth Third Bancorp
37
Fifth Third Bancorp
Ohio
$20.5M +$162K +1,314 +0.8%
MIS
38
Morningstar Investment Services
Illinois
$20.4M -$6.26M -50,797 -24%
ZF
39
Zhang Financial
Michigan
$19.4M +$62.1K +504 +0.3%
MWM
40
Modera Wealth Management
New Jersey
$19.2M -$113K -919 -0.6%
PAG
41
Private Advisor Group
New Jersey
$19M +$1.27M +10,301 +8%
Creative Planning
42
Creative Planning
Kansas
$17.6M +$154K +1,250 +0.9%
LNC
43
Lincoln National Corp
Pennsylvania
$17.2M +$966K +7,832 +6%
Goldman Sachs
44
Goldman Sachs
New York
$16.5M +$2.08M +16,852 +15%
SP
45
Symmetry Partners
Connecticut
$16.2M +$167K +1,356 +1%
REMPR
46
Roof Eidam Maycock Peralta (REMP)
California
$15.3M -$249K -2,022 -2%
PSUF
47
People's United Financial
Connecticut
$14.9M +$310K +2,512 +2%
CCM
48
Carlson Capital Management
Minnesota
$14.6M +$994K +8,060 +8%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$14M -$2.09M -16,954 -13%
SB
50
Suntrust Banks
Georgia
$13.9M +$1.34M +10,884 +11%