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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MAG
51
Mokosak Advisory Group
Iowa
$42.9M -$895K -5,146 -2%
CG
52
Colony Group
Massachusetts
$42.8M -$460K -2,643 -1%
BTCPP
53
Border to Coast Pensions Partnership
United Kingdom
$42M -$5.25M -30,184 -11%
1832 Asset Management
54
1832 Asset Management
Ontario, Canada
$41.9M +$42M +241,301 New
LNC
55
Lincoln National Corp
Pennsylvania
$41.3M -$232K -1,337 -0.6%
CFFP
56
Center for Financial Planning
Michigan
$41M +$546K +3,143 +1%
PP
57
PDS Planning
Ohio
$40M +$3.26M +18,752 +9%
CAM
58
Cresset Asset Management
Illinois
$39.2M +$3.35M +19,252 +9%
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$38.6M +$7.05M +40,533 +23%
Rockefeller Capital Management
60
Rockefeller Capital Management
New York
$38.5M -$17.9K -103 -0%
WPW
61
Waldron Private Wealth
Pennsylvania
$37.5M +$753K +4,331 +2%
SC
62
Savant Capital
Illinois
$36.2M +$3.12M +17,945 +10%
IWA
63
Inspirion Wealth Advisors
Illinois
$35.8M +$1.65M +9,499 +5%
Creative Planning
64
Creative Planning
Kansas
$35.4M +$4.82M +27,700 +16%
BSW
65
Buckingham Strategic Wealth
Missouri
$35.2M +$2.15M +12,345 +7%
BFA
66
Bragg Financial Advisors
North Carolina
$35.2M +$3.71M +21,357 +12%
TSW
67
Thompson Siegel & Walmsley
Virginia
$34.9M +$1.22M +7,001 +4%
MML Investors Services
68
MML Investors Services
Massachusetts
$34.2M -$1.73M -9,927 -5%
B
69
Bailard
California
$34M +$916K +5,268 +3%
Stifel Financial
70
Stifel Financial
Missouri
$33.7M +$267K +1,534 +0.8%
AC
71
Apella Capital
Connecticut
$33.4M +$6.57M +37,815 +25%
SF
72
Summit Financial
New Jersey
$33.2M -$96.8K -557 -0.3%
JRP
73
Jasper Ridge Partners
California
$32.3M
JP Morgan Chase
74
JP Morgan Chase
New York
$32.1M +$8.84M +50,863 +39%
HC
75
Henshaw Capital
Massachusetts
$31.2M +$7.35M +42,250 +31%