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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
51
Stifel Financial
Missouri
$43.8M +$81.1K +515 +0.2%
ZF
52
Zhang Financial
Michigan
$43M -$1M -6,352 -2%
LNC
53
Lincoln National Corp
Pennsylvania
$41.7M +$3.35M +21,294 +9%
MAG
54
Mokosak Advisory Group
Iowa
$41.6M +$1.76M +11,183 +5%
Creative Planning
55
Creative Planning
Kansas
$40.2M -$1.09M -6,905 -3%
PLFA
56
Pacific Life Fund Advisors
California
$39.4M +$37.5M +238,231 New
BFA
57
Bragg Financial Advisors
North Carolina
$39.3M +$3.54M +22,494 +10%
CG
58
Colony Group
Massachusetts
$38.9M -$1.31M -8,308 -3%
MML Investors Services
59
MML Investors Services
Massachusetts
$38.8M +$1.07M +6,777 +3%
EH
60
Equitable Holdings
New York
$38.6M +$205K +1,304 +0.6%
PAS
61
Park Avenue Securities
New York
$37.9M +$6.83M +43,400 +23%
Truist Financial
62
Truist Financial
North Carolina
$37.1M -$1.52M -9,655 -4%
Cerity Partners
63
Cerity Partners
New York
$37.1M +$17.6M +111,562 +99%
TSW
64
Thompson Siegel & Walmsley
Virginia
$36.7M +$313K +1,985 +0.9%
MWM
65
Merriman Wealth Management
Washington
$36.5M -$2.9M -18,427 -8%
CFFP
66
Center for Financial Planning
Michigan
$35.2M +$308K +1,955 +0.9%
B
67
Bailard
California
$34.7M +$1.3M +8,256 +4%
CAM
68
Cresset Asset Management
Illinois
$34.5M -$5.47M -34,769 -14%
BSW
69
Buckingham Strategic Wealth
Missouri
$33.9M +$1.06M +6,702 +3%
SI
70
Stephens Inc
Arkansas
$33.4M -$833K -5,289 -3%
JMPWA
71
JP Morgan Private Wealth Advisors
California
$33.4M -$29.9M -189,944 -48%
IWA
72
Inspirion Wealth Advisors
Illinois
$32.8M +$1.11M +7,062 +4%
WPW
73
Waldron Private Wealth
Pennsylvania
$32.3M -$4.17M -26,507 -12%
SF
74
Summit Financial
New Jersey
$32.2M +$51.5K +327 +0.2%
MGIA
75
Moneta Group Investment Advisors
Missouri
$31.8M +$1.95M +12,368 +7%