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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JFA
51
Johanson Financial Advisors
California
$22.5M +$406M +3,062,268 +13,538%
SP
52
Symmetry Partners
Connecticut
$22.4M -$1.19K -9 -0%
Creative Planning
53
Creative Planning
Kansas
$22M +$105K +790 +0.5%
BSW
54
Buckingham Strategic Wealth
Missouri
$21.8M +$1.22M +9,209 +6%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$21M -$959K -7,238 -5%
MMA
56
Miracle Mile Advisors
California
$20.1M -$679K -5,126 -3%
BFA
57
Bragg Financial Advisors
North Carolina
$19.7M +$1.77M +13,323 +10%
Mariner
58
Mariner
Kansas
$19.6M +$3.13M +23,643 +20%
PP
59
PrairieView Partners
Minnesota
$19.4M +$1.29M +9,773 +7%
AC
60
Athanor Capital
New York
$19.3M +$16.4M +124,000 +738%
Fifth Third Bancorp
61
Fifth Third Bancorp
Ohio
$18.9M +$53.7K +405 +0.3%
PP
62
PagnatoKarp Partners
Virginia
$18.8M +$8.56M +64,647 +89%
Janney Montgomery Scott
63
Janney Montgomery Scott
Pennsylvania
$18M +$623K +4,699 +4%
MWM
64
Modera Wealth Management
New Jersey
$17.5M -$382K -2,882 -2%
Rockefeller Capital Management
65
Rockefeller Capital Management
New York
$17.1M +$4.98M +37,591 +43%
GT
66
Glenmede Trust
Pennsylvania
$16.9M +$724K +5,462 +5%
AMG
67
Asset Management Group
Connecticut
$16.8M +$613K +4,630 +4%
PSUF
68
People's United Financial
Connecticut
$16.7M +$1.59K +12 +0%
TC
69
Trilogy Capital
California
$16.2M -$831K -6,272 -5%
NFG
70
NewFocus Financial Group
Washington
$15.8M -$45.7K -345 -0.3%
HR
71
Hardy Reed
Mississippi
$15.5M
MAM
72
Marotta Asset Management
Virginia
$15.3M +$15.2M +114,488 New
AG
73
Advisor Group
Arizona
$15.2M -$180K -1,358 -1%
CGL
74
Clarius Group LLC
Washington
$15M -$24.2K -183 -0.2%
Natixis Advisors
75
Natixis Advisors
Massachusetts
$14.9M +$1.99M +15,029 +16%