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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MIAS
51
Mason Investment Advisory Services
Virginia
$50.6M -$505K -3,095 -1%
MWM
52
Modera Wealth Management
New Jersey
$50.4M +$427K +2,615 +0.9%
RIA
53
Retirement Investment Advisors
Oklahoma
$48.9M -$27.7M -169,872 -38%
MAG
54
Mokosak Advisory Group
Iowa
$47.5M +$1.02M +6,224 +2%
MML Investors Services
55
MML Investors Services
Massachusetts
$47.3M +$3.84M +23,524 +10%
LNC
56
Lincoln National Corp
Pennsylvania
$46.9M +$1.66M +10,167 +4%
BFA
57
Bragg Financial Advisors
North Carolina
$45.9M +$1.56M +9,568 +4%
PAS
58
Park Avenue Securities
New York
$45.6M +$2.18M +13,360 +6%
MGIA
59
Moneta Group Investment Advisors
Missouri
$45.6M +$6.72M +41,184 +19%
ZF
60
Zhang Financial
Michigan
$44.2M -$1.26M -7,711 -3%
CAM
61
Cresset Asset Management
Illinois
$43.7M +$3.51M +21,503 +10%
Creative Planning
62
Creative Planning
Kansas
$43.6M +$173K +1,057 +0.4%
Focus Partners Wealth
63
Focus Partners Wealth
Massachusetts
$43.3M +$39.3M +240,438 New
CFFP
64
Center for Financial Planning
Michigan
$42.6M +$3.44M +21,075 +10%
EH
65
Equitable Holdings
New York
$42.4M +$5.78M +35,417 +18%
Cerity Partners
66
Cerity Partners
New York
$41.8M +$16.4M +100,357 +76%
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$41.7M -$492K -3,016 -1%
MWM
68
Merriman Wealth Management
Washington
$41.4M -$6.59M -40,397 -15%
B
69
Bailard
California
$41.1M +$1.12M +6,850 +3%
TSW
70
Thompson Siegel & Walmsley
Virginia
$40.6M -$30.4K -186 -0.1%
Truist Financial
71
Truist Financial
North Carolina
$39.2M -$32.5K -199 -0.1%
BSW
72
Buckingham Strategic Wealth
Missouri
$38.5M +$225K +1,380 +0.6%
IWA
73
Inspirion Wealth Advisors
Illinois
$37.5M +$1.08M +6,631 +3%
AI
74
Atria Investments
North Carolina
$36.7M +$28.4M +174,214 +584%
WPW
75
Waldron Private Wealth
Pennsylvania
$36.2M +$1.74M +10,679 +6%