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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
51
Mariner
Kansas
$21.4M -$780K -6,962 -3%
Truist Financial
52
Truist Financial
North Carolina
$21.2M -$664K -5,922 -3%
MML Investors Services
53
MML Investors Services
Massachusetts
$21M +$822K +7,333 +4%
CAM
54
Cresset Asset Management
Illinois
$20.7M +$3.78M +33,690 +22%
Rockefeller Capital Management
55
Rockefeller Capital Management
New York
$18.9M +$766K +6,836 +4%
PPW
56
Parcion Private Wealth
Washington
$18.5M +$17.8M +158,812 +3,649%
PP
57
PrairieView Partners
Minnesota
$18.4M +$654K +5,837 +4%
IWA
58
Inspirion Wealth Advisors
Illinois
$18.1M +$5.62M +50,152 +44%
PSUF
59
People's United Financial
Connecticut
$18.1M -$2.53M -22,575 -12%
BFA
60
Bragg Financial Advisors
North Carolina
$17.8M +$70.6K +630 +0.4%
B
61
Bailard
California
$17.4M -$1.82M -16,223 -9%
CCM
62
Carlson Capital Management
Minnesota
$17.2M -$93.4K -833 -0.5%
WA
63
Wealth Architects
California
$17.2M +$485K +4,329 +3%
JP Morgan Chase
64
JP Morgan Chase
New York
$17M -$204K -1,817 -1%
BSW
65
Buckingham Strategic Wealth
Missouri
$16.6M -$401K -3,578 -2%
Cambridge Investment Research Advisors
66
Cambridge Investment Research Advisors
Iowa
$16.3M +$1.08M +9,633 +7%
Creative Planning
67
Creative Planning
Kansas
$16.1M +$211K +1,883 +1%
SC
68
Savant Capital
Illinois
$15.6M +$2.89M +25,827 +22%
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$15.4M +$1.06M +9,469 +7%
TC
70
Trilogy Capital
California
$15.3M +$278K +2,478 +2%
Stifel Financial
71
Stifel Financial
Missouri
$15M -$4.18M -37,303 -22%
AWA
72
Arete Wealth Advisors
Illinois
$14.8M +$14.6M +130,598 New
BIA
73
BHK Investment Advisors
Alabama
$14.3M -$737K -6,573 -5%
AMG
74
Asset Management Group
Connecticut
$14.3M -$53.1K -474 -0.4%
A
75
AdvicePeriod
California
$14.3M -$2.04M -18,171 -12%