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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
$45.3M +$3.21M +19,188 +7%
MWM
52
Modera Wealth Management
New Jersey
$44.2M -$488K -2,917 -1%
MWM
53
Merriman Wealth Management
Washington
$43.2M +$8.35M +49,928 +23%
MAG
54
Mokosak Advisory Group
Iowa
$41.1M +$963K +5,758 +2%
ZF
55
Zhang Financial
Michigan
$40.4M -$1.03M -6,161 -2%
LNC
56
Lincoln National Corp
Pennsylvania
$39.9M -$327K -1,957 -0.8%
BFA
57
Bragg Financial Advisors
North Carolina
$39.1M +$1.24M +7,411 +3%
Creative Planning
58
Creative Planning
Kansas
$38.5M -$317K -1,899 -0.8%
PAS
59
Park Avenue Securities
New York
$38.3M +$1.89M +11,302 +5%
MML Investors Services
60
MML Investors Services
Massachusetts
$38.1M +$764K +4,570 +2%
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$37.5M -$5.39M -32,230 -12%
CG
62
Colony Group
Massachusetts
$37M -$480K -2,870 -1%
TSW
63
Thompson Siegel & Walmsley
Virginia
$36M +$660K +3,946 +2%
CAM
64
Cresset Asset Management
Illinois
$35.3M +$2.2M +13,178 +6%
B
65
Bailard
California
$35.3M +$1.93M +11,531 +5%
Truist Financial
66
Truist Financial
North Carolina
$34.8M -$1.08M -6,446 -3%
CFFP
67
Center for Financial Planning
Michigan
$34.4M +$554K +3,314 +2%
BSW
68
Buckingham Strategic Wealth
Missouri
$33.9M +$1.25M +7,471 +4%
MGIA
69
Moneta Group Investment Advisors
Missouri
$33.8M +$3.28M +19,605 +10%
SI
70
Stephens Inc
Arkansas
$32.6M +$350K +2,092 +1%
IWA
71
Inspirion Wealth Advisors
Illinois
$32.3M +$696K +4,162 +2%
CAPTRUST Financial Advisors
72
CAPTRUST Financial Advisors
North Carolina
$32.1M +$8.66M +51,823 +35%
EH
73
Equitable Holdings
New York
$31.9M -$5.58M -33,374 -14%
PLFA
74
Pacific Life Fund Advisors
California
$31.9M -$6.43M -38,452 -16%
SF
75
Summit Financial
New Jersey
$31.5M +$445K +2,660 +1%