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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFFP
51
Center for Financial Planning
Michigan
$41.2M +$855K +4,810 +2%
Rockefeller Capital Management
52
Rockefeller Capital Management
New York
$39.1M +$3.2M +18,003 +9%
WPW
53
Waldron Private Wealth
Pennsylvania
$37.4M +$604K +3,394 +2%
PP
54
PDS Planning
Ohio
$37.3M +$4.96M +27,899 +15%
Truist Financial
55
Truist Financial
North Carolina
$37.2M +$754K +4,241 +2%
MML Investors Services
56
MML Investors Services
Massachusetts
$36.5M +$925K +5,201 +3%
CAM
57
Cresset Asset Management
Illinois
$36.4M +$7.48M +42,049 +26%
IWA
58
Inspirion Wealth Advisors
Illinois
$34.7M +$466K +2,620 +1%
TSW
59
Thompson Siegel & Walmsley
Virginia
$34.2M +$986K +5,546 +3%
Stifel Financial
60
Stifel Financial
Missouri
$34M +$3.63M +20,435 +12%
SF
61
Summit Financial
New Jersey
$33.8M +$414K +2,330 +1%
B
62
Bailard
California
$33.6M +$431K +2,423 +1%
SC
63
Savant Capital
Illinois
$33.6M +$1.95M +10,954 +6%
BSW
64
Buckingham Strategic Wealth
Missouri
$33.6M +$159K +892 +0.5%
JRP
65
Jasper Ridge Partners
California
$32.8M
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$31.9M +$4M +22,495 +14%
MPM
67
MBB Public Markets
Illinois
$31.9M +$31.7M +178,482 New
Creative Planning
68
Creative Planning
Kansas
$31.1M -$686K -3,855 -2%
MWM
69
Modera Wealth Management
New Jersey
$30.8M +$6.39M +35,944 +26%
BFA
70
Bragg Financial Advisors
North Carolina
$30.2M
EH
71
Equitable Holdings
New York
$29.2M +$8.11M +45,606 +39%
Cetera Investment Advisers
72
Cetera Investment Advisers
Illinois
$28.2M +$548K +3,081 +2%
AC
73
Apella Capital
Connecticut
$27.2M +$8.6M +48,349 +47%
MA
74
MUFG Americas
New York
$26M +$2.16M +12,172 +9%
AWA
75
Arete Wealth Advisors
Illinois
$25.9M +$450K +2,530 +2%