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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
51
Exencial Wealth Advisors
Oklahoma
$14.9M +$7.22M +59,488 +55%
CCM
52
Carlson Capital Management
Minnesota
$14.8M -$1.14M -9,419 -6%
BSW
53
Buckingham Strategic Wealth
Missouri
$14.8M +$910K +7,503 +5%
Stifel Financial
54
Stifel Financial
Missouri
$14.7M -$1.04M -8,571 -5%
RJFSA
55
Raymond James Financial Services Advisors
Florida
$14.5M -$8.11M -66,897 -29%
JP Morgan Chase
56
JP Morgan Chase
New York
$14.4M -$14.6M -120,615 -43%
Creative Planning
57
Creative Planning
Kansas
$13.8M -$687K -5,662 -4%
TC
58
Trilogy Capital
California
$13.3M +$2.07M +17,033 +14%
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$13.3M -$385K -3,173 -2%
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$13.2M -$5.07M -41,835 -22%
PP
61
PrairieView Partners
Minnesota
$12.6M -$10.4K -86 -0.1%
Rockefeller Capital Management
62
Rockefeller Capital Management
New York
$12.5M +$1.95M +16,059 +13%
A
63
AdvicePeriod
California
$12.5M -$11.3M -92,983 -40%
Natixis Advisors
64
Natixis Advisors
Massachusetts
$12.5M +$3.86M +31,854 +29%
PP
65
PagnatoKarp Partners
Virginia
$12.3M +$150K +1,238 +0.9%
VFP
66
Verus Financial Partners
Virginia
$12.1M +$14.8M +122,233 +857%
WA
67
Wealth Architects
California
$12M -$4.91M -40,456 -23%
F
68
F3Logic
Minnesota
$11.9M +$6.53M +53,835 +67%
B
69
Bailard
California
$11.7M -$4.49M -37,007 -22%
AMG
70
Asset Management Group
Connecticut
$11.6M +$912K +7,521 +6%
Fifth Third Bancorp
71
Fifth Third Bancorp
Ohio
$11.2M -$1.4M -11,534 -8%
BCIM
72
Bishop & Co Investment Management
Pennsylvania
$11M -$80.2K -661 -0.8%
QI
73
QS Investors
New York
$10.9M -$14.1M -115,856 -49%
BIA
74
BHK Investment Advisors
Alabama
$10.5M +$2.14M +17,663 +18%
Janney Montgomery Scott
75
Janney Montgomery Scott
Pennsylvania
$10.3M -$1.82M -15,031 -11%