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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TAIM
26
TD Ameritrade Investment Management
Nebraska
$27.1M +$12.9M +101,736 +75%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$26.4M -$5.04M -39,824 -15%
ZF
28
Zhang Financial
Michigan
$26M +$10M +79,223 +53%
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$24.8M -$1.05M -8,329 -4%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$24.5M +$1.29M +10,211 +5%
MMA
31
Miracle Mile Advisors
California
$24M -$6.85M -54,166 -20%
BSW
32
Buckingham Strategic Wealth
Missouri
$24M +$7.83M +61,912 +42%
Deutsche Bank
33
Deutsche Bank
Germany
$22.9M +$15.2K +120 +0.1%
SI
34
Stephens Inc
Arkansas
$20.6M +$529K +4,177 +2%
JP Morgan Chase
35
JP Morgan Chase
New York
$20.5M -$6.33M -50,065 -22%
MML Investors Services
36
MML Investors Services
Massachusetts
$20.4M +$86.9K +687 +0.4%
SF
37
Summit Financial
New Jersey
$20.3M +$22.5M +177,627 New
Fifth Third Bancorp
38
Fifth Third Bancorp
Ohio
$20.2M +$22.1K +175 +0.1%
JMPWA
39
JP Morgan Private Wealth Advisors
California
$19.3M -$4.39M -34,657 -17%
WA
40
Wealth Architects
California
$19M -$469K -3,707 -2%
TC
41
Trilogy Capital
California
$18.7M -$660K -5,213 -3%
CPO
42
Cerity Partners OCIO
New York
$18.7M -$324K -2,561 -2%
MAG
43
Mokosak Advisory Group
Iowa
$18.6M -$4.68M -36,967 -19%
SP
44
Symmetry Partners
Connecticut
$18.2M +$1.88M +14,841 +10%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$18M -$7.33M -57,922 -27%
QI
46
QS Investors
New York
$17.2M -$27.5M -217,490 -59%
LNC
47
Lincoln National Corp
Pennsylvania
$16.7M +$1.36M +10,713 +8%
QCM
48
Quest Capital Management
Texas
$16.2M +$18M +142,438 New
Stifel Financial
49
Stifel Financial
Missouri
$16.2M +$1.86M +14,722 +12%
Creative Planning
50
Creative Planning
Kansas
$16.1M -$195K -1,538 -1%