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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TAIM
51
TD Ameritrade Investment Management
Nebraska
$13.7M +$387K +3,141 +3%
RJA
52
Raymond James & Associates
Florida
$13.3M -$613K -4,974 -5%
Stifel Financial
53
Stifel Financial
Missouri
$12.7M -$767K -6,225 -6%
LIC
54
Lodestar Investment Counsel
Illinois
$12.7M -$225K -1,827 -2%
TYCC
55
Texas Yale Capital Corp
Florida
$12.5M +$15K +122 +0.1%
IWA
56
Inspirion Wealth Advisors
Illinois
$11.9M +$341K +2,762 +3%
FM
57
Foster & Motley
Ohio
$11.1M +$294K +2,383 +3%
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$11.1M -$580K -4,708 -5%
QIM
59
Quest Investment Management
Oregon
$11M
AMG
60
Asset Management Group
Connecticut
$10.9M +$636K +5,159 +6%
CL
61
Choreo LLC
Illinois
$10.7M +$3.28M +26,645 +47%
FHA
62
First Horizon Advisors
Tennessee
$9.97M -$3.99M -32,355 -29%
RWM
63
Rezny Wealth Management
Florida
$9.82M +$1.89M +15,339 +25%
BSW
64
Buckingham Strategic Wealth
Missouri
$9.59M -$561K -4,550 -6%
Mariner
65
Mariner
Kansas
$8.46M +$304K +2,465 +4%
HighTower Advisors
66
HighTower Advisors
Illinois
$8.37M +$948K +7,686 +13%
SFI
67
SPC Financial Inc
Maryland
$8.24M +$285K +2,310 +4%
OBWP
68
O'Brien Wealth Partners
Massachusetts
$8.23M +$249K +2,016 +3%
AG
69
Advisor Group
Arizona
$8M +$540K +4,383 +8%
PGFC
70
Peapack-Gladstone Financial Corp
New Jersey
$7.96M +$105K +849 +1%
IFS
71
Ifrah Financial Services
Arkansas
$7.84M -$72.7K -590 -1%
SC
72
Savant Capital
Illinois
$7.81M +$180K +1,458 +2%
Bank of New York Mellon
73
Bank of New York Mellon
New York
$7.75M +$231K +1,870 +3%
NCMW
74
Northern Capital Management (Wisconsin)
Wisconsin
$7.66M +$3.17M +25,699 +75%
GT
75
Glenmede Trust
Pennsylvania
$7.62M +$1.23M +9,992 +20%