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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EA
26
Efficient Advisors
Ohio
$90.9M +$2.22M +13,922 +2%
JMPWA
27
JP Morgan Private Wealth Advisors
California
$88.6M +$2.6M +16,343 +3%
Osaic Holdings
28
Osaic Holdings
Arizona
$76.5M +$5.58M +35,077 +8%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$75.1M -$4.67M -29,344 -6%
SP
30
Symmetry Partners
Connecticut
$74.9M +$13.4M +83,917 +22%
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$72.1M +$14.3M +89,889 +25%
TAIM
32
TD Ameritrade Investment Management
Nebraska
$72.1M -$5.09M -31,999 -7%
MIAS
33
Mason Investment Advisory Services
Virginia
$63.1M -$197K -1,240 -0.3%
FG
34
Foster Group
Iowa
$62.7M -$721K -4,528 -1%
RJA
35
Raymond James & Associates
Florida
$62M +$5.93M +37,235 +11%
Retirement Systems of Alabama
36
Retirement Systems of Alabama
Alabama
$60.7M
CFM
37
Comprehensive Financial Management
California
$60.3M
SC
38
Savant Capital
Illinois
$58.2M +$17.1M +107,128 +32%
SGAM
39
Stephens Group Asset Management
Arkansas
$57.7M -$854K -5,362 -1%
Mariner
40
Mariner
Kansas
$56.4M -$1.08M -6,755 -2%
EWA
41
Exencial Wealth Advisors
Oklahoma
$54.5M +$933K +5,858 +2%
MWM
42
Merriman Wealth Management
Washington
$53.8M -$4.28M -26,881 -7%
MPM
43
MBB Public Markets
Illinois
$51.8M +$12.9M +80,879 +33%
1832 Asset Management
44
1832 Asset Management
Ontario, Canada
$51.2M -$1.93M -12,097 -4%
VFP
45
Verus Financial Partners
Virginia
$50.6M -$166K -1,040 -0.4%
MCCA
46
Mill Creek Capital Advisors
Pennsylvania
$50.1M +$50.2M +315,252 New
Bessemer Group
47
Bessemer Group
New Jersey
$49.5M -$563K -3,536 -1%
RWP
48
RWA Wealth Partners
Massachusetts
$49.4M +$46.7M +293,165 +7,554%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$46M -$1.12M -7,064 -2%
PP
50
PDS Planning
Ohio
$45.6M +$1.47M +9,219 +3%