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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MMA
51
Miracle Mile Advisors
California
$6.84M -$8.51M -90,422 -57%
IWA
52
Inspirion Wealth Advisors
Illinois
$6.7M +$464K +4,935 +8%
PGFC
53
Peapack-Gladstone Financial Corp
New Jersey
$6.53M -$104K -1,102 -2%
MFS
54
MSI Financial Services
Massachusetts
$6.42M -$774K -8,229 -12%
JMPWA
55
JP Morgan Private Wealth Advisors
California
$6.24M -$172K -1,825 -3%
AIG
56
American International Group
New York
$5.96M +$3.24M +34,420 +143%
SC
57
Savant Capital
Illinois
$5.65M -$462K -4,907 -8%
BSW
58
Buckingham Strategic Wealth
Missouri
$5.55M +$131K +1,387 +3%
MWM
59
Merriman Wealth Management
Washington
$5.47M -$3.83M -40,702 -43%
GC
60
Garde Capital
Washington
$5.33M -$105K -1,119 -2%
MCM
61
Manchester Capital Management
Vermont
$5.26M +$239K +2,544 +5%
Mariner
62
Mariner
Kansas
$5.24M +$462K +4,911 +11%
CWM
63
Cranbrook Wealth Management
Michigan
$4.81M +$188K +1,999 +4%
PFM
64
Phillips Financial Management
Indiana
$4.77M +$15.4K +164 +0.4%
AWM
65
Avior Wealth Management
Nebraska
$4.74M +$230K +2,445 +6%
FCI
66
Financial Counselors Inc
Kansas
$4.71M +$113K +1,198 +3%
CWM
67
Cornerstone Wealth Management
Missouri
$4.67M +$4.22M +44,841 New
AMG
68
Asset Management Group
Connecticut
$4.48M -$49.8K -529 -1%
Bank of New York Mellon
69
Bank of New York Mellon
New York
$4.42M -$547K -5,810 -12%
FC
70
Forte Capital
New York
$4.41M -$1.75M -18,594 -30%
OFS
71
Orrstown Financial Services
Pennsylvania
$4.33M +$193K +2,053 +5%
Truist Financial
72
Truist Financial
North Carolina
$4.31M +$31K +329 +0.8%
GP
73
Girard Partners
Pennsylvania
$4.22M -$62.8K -667 -2%
GT
74
Glenmede Trust
Pennsylvania
$3.83M -$744K -7,905 -17%
SB
75
Simmons Bank
Arkansas
$3.82M +$3.53M +37,465 New