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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RA
51
Rodgers & Associates
Pennsylvania
$42.7M +$837K +5,256 +2%
ZF
52
Zhang Financial
Michigan
$42.3M +$634K +3,979 +2%
B
53
Bailard
California
$42M +$11.5M +72,300 +38%
Creative Planning
54
Creative Planning
Kansas
$42M +$4.96M +31,156 +13%
CG
55
Colony Group
Massachusetts
$41.3M +$3.31M +20,790 +9%
Stifel Financial
56
Stifel Financial
Missouri
$39.9M +$3.68M +23,089 +10%
Truist Financial
57
Truist Financial
North Carolina
$39.2M +$2.09M +13,096 +6%
MML Investors Services
58
MML Investors Services
Massachusetts
$39.2M +$5.65M +35,505 +17%
Rockefeller Capital Management
59
Rockefeller Capital Management
New York
$39.1M -$735K -4,617 -2%
CAPTRUST Financial Advisors
60
CAPTRUST Financial Advisors
North Carolina
$39.1M +$10.7M +67,431 +38%
MAG
61
Mokosak Advisory Group
Iowa
$38.6M +$880K +5,526 +2%
Thrivent Financial for Lutherans
62
Thrivent Financial for Lutherans
Minnesota
$37.3M +$32.3M +202,861 +636%
LNC
63
Lincoln National Corp
Pennsylvania
$36.6M -$532K -3,342 -1%
CAM
64
Cresset Asset Management
Illinois
$36.1M +$1.07M +6,733 +3%
MWM
65
Modera Wealth Management
New Jersey
$36M +$4.98M +31,286 +16%
JP Morgan Chase
66
JP Morgan Chase
New York
$35M +$8.39M +52,690 +31%
TSW
67
Thompson Siegel & Walmsley
Virginia
$34.3M +$515K +3,234 +2%
CFFP
68
Center for Financial Planning
Michigan
$33.7M -$505K -3,175 -1%
EH
69
Equitable Holdings
New York
$33.3M +$10.6M +66,627 +47%
SI
70
Stephens Inc
Arkansas
$33.1M +$6.41M +40,272 +24%
BFA
71
Bragg Financial Advisors
North Carolina
$33M +$32.3K +203 +0.1%
BSW
72
Buckingham Strategic Wealth
Missouri
$31.5M -$21K -132 -0.1%
SF
73
Summit Financial
New Jersey
$31.3M +$1.39M +8,738 +5%
F
74
F3Logic
Minnesota
$30.6M +$1.23M +7,755 +4%
GBS
75
Gallagher Benefit Services
Illinois
$30.6M +$30.6M +192,369 New