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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
$37.8M -$4.07M -30,295 -10%
MIS
27
Morningstar Investment Services
Illinois
$36.2M +$253K +1,885 +0.7%
QI
28
QS Investors
New York
$33.3M -$262K -1,953 -0.8%
JMPWA
29
JP Morgan Private Wealth Advisors
California
$29.8M +$3.86M +28,804 +15%
JP Morgan Chase
30
JP Morgan Chase
New York
$28.7M +$20.8M +154,945 +275%
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$27.6M
Deutsche Bank
32
Deutsche Bank
Germany
$27.3M -$14.1K -105 -0.1%
MAG
33
Mokosak Advisory Group
Iowa
$26.5M +$933K +6,952 +4%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$25.2M +$1.69M +12,606 +7%
Fifth Third Bancorp
35
Fifth Third Bancorp
Ohio
$24.6M +$2.36M +17,558 +11%
FPIS
36
Financial Planning & Information Services
Wisconsin
$24.3M -$809K -6,028 -3%
SE
37
Summit Equities
New Jersey
$23.9M -$531K -3,960 -2%
WA
38
Wealth Architects
California
$23.2M -$468K -3,487 -2%
SI
39
Stephens Inc
Arkansas
$23.1M +$22.8M +169,988 New
CPO
40
Cerity Partners OCIO
New York
$22.7M +$662K +4,930 +3%
A
41
AdvicePeriod
California
$22.5M -$1.3M -9,679 -6%
TC
42
Trilogy Capital
California
$22.5M +$1.19M +8,890 +6%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$22.3M -$4.21M -31,357 -16%
MML Investors Services
44
MML Investors Services
Massachusetts
$21.4M -$9.32M -69,492 -31%
ZF
45
Zhang Financial
Michigan
$20.7M -$266K -1,983 -1%
BSW
46
Buckingham Strategic Wealth
Missouri
$20M +$693K +5,166 +4%
MWM
47
Modera Wealth Management
New Jersey
$20M -$379K -2,823 -2%
SP
48
Symmetry Partners
Connecticut
$19.9M +$326K +2,429 +2%
Creative Planning
49
Creative Planning
Kansas
$19.5M -$158K -1,176 -0.8%
LNC
50
Lincoln National Corp
Pennsylvania
$17.9M +$370K +2,759 +2%