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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PSUF
51
People's United Financial
Connecticut
$19.9M +$344K +3,424 +2%
MML Investors Services
52
MML Investors Services
Massachusetts
$19.5M -$1.14M -11,321 -6%
SFS
53
Sowell Financial Services
Arkansas
$19.3M +$8.35M +83,234 +86%
B
54
Bailard
California
$18.5M +$4.18M +41,665 +32%
Stifel Financial
55
Stifel Financial
Missouri
$18.5M +$727K +7,248 +4%
Victory Capital Management
56
Victory Capital Management
Texas
$18.3M -$17.1M -170,690 -50%
Rockefeller Capital Management
57
Rockefeller Capital Management
New York
$17.5M +$2.28M +22,760 +16%
PP
58
PrairieView Partners
Minnesota
$17.2M +$1.92M +19,086 +13%
BFA
59
Bragg Financial Advisors
North Carolina
$17.2M -$925K -9,223 -5%
RJFSA
60
Raymond James Financial Services Advisors
Florida
$16.9M -$576K -5,744 -4%
JP Morgan Chase
61
JP Morgan Chase
New York
$16.7M -$581K -5,793 -4%
BSW
62
Buckingham Strategic Wealth
Missouri
$16.4M -$1.25M -12,467 -7%
CAM
63
Cresset Asset Management
Illinois
$16.4M +$15.4M +153,162 New
CCM
64
Carlson Capital Management
Minnesota
$16.4M -$225K -2,244 -1%
WA
65
Wealth Architects
California
$16.1M +$1.55M +15,443 +11%
A
66
AdvicePeriod
California
$15.7M +$639K +6,373 +5%
Creative Planning
67
Creative Planning
Kansas
$15.3M -$1.16M -11,558 -7%
Cambridge Investment Research Advisors
68
Cambridge Investment Research Advisors
Iowa
$14.7M -$1.21M -12,009 -8%
TC
69
Trilogy Capital
California
$14.7M -$83.2K -829 -0.6%
BIA
70
BHK Investment Advisors
Alabama
$14.5M +$1.75M +17,454 +15%
AMG
71
Asset Management Group
Connecticut
$13.9M -$81.1K -808 -0.6%
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$13.8M -$1.88M -18,784 -13%
GT
73
Glenmede Trust
Pennsylvania
$12.6M -$606K -6,036 -5%
SC
74
Savant Capital
Illinois
$12.3M +$2.43M +24,207 +27%
MAM
75
Marotta Asset Management
Virginia
$12.2M -$19.1K -190 -0.2%