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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MG
26
Mather Group
Illinois
$39.5M -$4.11M -29,295 -9%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$37.8M -$947K -6,753 -2%
MMA
28
Miracle Mile Advisors
California
$36.9M -$3.62M -25,797 -9%
JP Morgan Chase
29
JP Morgan Chase
New York
$32M +$2.62M +18,700 +9%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$31.4M +$1.69M +12,058 +6%
A
31
AdvicePeriod
California
$30.4M +$7.36M +52,523 +32%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$30M +$7.15M +50,994 +31%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$28.5M +$2.58M +18,409 +10%
JMPWA
34
JP Morgan Private Wealth Advisors
California
$28.4M -$2.21M -15,773 -7%
Deutsche Bank
35
Deutsche Bank
Germany
$28M
MAG
36
Mokosak Advisory Group
Iowa
$27.9M +$594K +4,236 +2%
SE
37
Summit Equities
New Jersey
$24.8M +$240K +1,714 +1%
MML Investors Services
38
MML Investors Services
Massachusetts
$24.8M +$2.8M +19,934 +13%
Fifth Third Bancorp
39
Fifth Third Bancorp
Ohio
$24.6M -$662K -4,718 -3%
SI
40
Stephens Inc
Arkansas
$24.6M +$878K +6,259 +4%
WA
41
Wealth Architects
California
$23.7M -$78.8K -562 -0.3%
TC
42
Trilogy Capital
California
$23.6M +$516K +3,682 +2%
CPO
43
Cerity Partners OCIO
New York
$23.2M -$145K -1,034 -0.6%
FPIS
44
Financial Planning & Information Services
Wisconsin
$21.3M -$3.71M -26,458 -15%
BSW
45
Buckingham Strategic Wealth
Missouri
$20.6M +$113K +807 +0.5%
ZF
46
Zhang Financial
Michigan
$20.6M -$384K -2,740 -2%
SP
47
Symmetry Partners
Connecticut
$20.2M -$233K -1,661 -1%
MWM
48
Modera Wealth Management
New Jersey
$20.1M -$447K -3,186 -2%
Creative Planning
49
Creative Planning
Kansas
$19.9M -$146K -1,038 -0.7%
TAIM
50
TD Ameritrade Investment Management
Nebraska
$19M +$1.11M +7,904 +6%