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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LNC
51
Lincoln National Corp
Pennsylvania
$19M +$563K +4,013 +3%
Stifel Financial
52
Stifel Financial
Missouri
$17.7M +$4.38M +31,252 +33%
PFA
53
Pinnacle Family Advisors
Missouri
$16.6M +$16.7M +118,770 New
SB
54
Suntrust Banks
Georgia
$16.5M -$316K -2,256 -2%
PP
55
PrairieView Partners
Minnesota
$16.4M -$839K -5,986 -5%
CCM
56
Carlson Capital Management
Minnesota
$16.3M -$346K -2,467 -2%
RJA
57
Raymond James & Associates
Florida
$16M +$1.6M +11,386 +11%
GT
58
Glenmede Trust
Pennsylvania
$15.9M +$16M +113,934 New
HighTower Advisors
59
HighTower Advisors
Illinois
$15.5M +$127K +906 +0.8%
REMPR
60
Roof Eidam Maycock Peralta (REMP)
California
$15.2M -$1.46M -10,401 -9%
USAA
61
United Services Automobile Association
Texas
$14.8M -$1.54K -11 -0%
IWA
62
Inspirion Wealth Advisors
Illinois
$14.7M +$312K +2,222 +2%
RRC
63
Relaxing Retirement Coach
Massachusetts
$14.7M -$607K -4,327 -4%
CL
64
Choreo LLC
Illinois
$14.6M +$1.12M +7,960 +8%
Janney Montgomery Scott
65
Janney Montgomery Scott
Pennsylvania
$14.5M +$701K +5,001 +5%
PAG
66
Private Advisor Group
New Jersey
$13.7M +$9.13M +65,086 +196%
PSUF
67
People's United Financial
Connecticut
$13.7M -$37.4K -267 -0.3%
BIG
68
Boothe Investment Group
Delaware
$13.5M +$134K +956 +1%
Mariner
69
Mariner
Kansas
$13.4M +$1.09M +7,775 +9%
AMG
70
Asset Management Group
Connecticut
$13.4M +$189K +1,350 +1%
WCAMG
71
Woodard & Company Asset Management Group
North Carolina
$13.3M -$95.3K -680 -0.7%
CA
72
Cornerstone Advisory
Maryland
$13.2M +$563K +4,015 +4%
TYCC
73
Texas Yale Capital Corp
Florida
$13.2M +$169K +1,205 +1%
LIC
74
Lodestar Investment Counsel
Illinois
$13.1M -$137K -980 -1%
QIM
75
Quest Investment Management
Oregon
$12M