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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PGFC
51
Peapack-Gladstone Financial Corp
New Jersey
$6.44M +$223K +2,188 +3%
JMPWA
52
JP Morgan Private Wealth Advisors
California
$6.23M -$961K -9,423 -13%
FC
53
Forte Capital
New York
$6.11M +$161K +1,575 +3%
IWA
54
Inspirion Wealth Advisors
Illinois
$6.01M +$163K +1,599 +3%
SC
55
Savant Capital
Illinois
$5.97M +$143K +1,405 +2%
Natixis Advisors
56
Natixis Advisors
Massachusetts
$5.67M +$4.35M +42,672 +289%
Stifel Financial
57
Stifel Financial
Missouri
$5.32M +$1.46M +14,301 +36%
GC
58
Garde Capital
Washington
$5.28M -$229K -2,242 -4%
BSW
59
Buckingham Strategic Wealth
Missouri
$5.25M -$180K -1,764 -3%
AWA
60
ARS Wealth Advisors
Florida
$5.24M -$6.06M -59,447 -53%
FHA
61
First Horizon Advisors
Tennessee
$5.08M -$287K -2,810 -5%
SEI Investments
62
SEI Investments
Pennsylvania
$5.01M -$1.23M -12,099 -19%
Bank of New York Mellon
63
Bank of New York Mellon
New York
$4.86M -$17M -166,462 -77%
MCM
64
Manchester Capital Management
Vermont
$4.85M +$4.99M +48,935 +26,887%
Mariner
65
Mariner
Kansas
$4.59M +$3.88M +38,080 +454%
CC
66
Cassaday & Co
Virginia
$4.57M +$4.66M +45,731 +7,858%
GT
67
Glenmede Trust
Pennsylvania
$4.5M +$1.36M +13,330 +41%
CWM
68
Cranbrook Wealth Management
Michigan
$4.46M +$100K +981 +2%
FCI
69
Financial Counselors Inc
Kansas
$4.45M -$31.6K -310 -0.7%
CS
70
Credit Suisse
Switzerland
$4.4M -$1.32M -12,946 -23%
AMG
71
Asset Management Group
Connecticut
$4.39M +$547K +5,361 +14%
AWM
72
Avior Wealth Management
Nebraska
$4.35M +$83.1K +815 +2%
Janney Montgomery Scott
73
Janney Montgomery Scott
Pennsylvania
$4.19M +$21.4K +210 +0.5%
PFM
74
Phillips Financial Management
Indiana
$4.18M -$16.3K -160 -0.3%
GP
75
Girard Partners
Pennsylvania
$4.16M +$94.4K +926 +2%