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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VFP
51
Verus Financial Partners
Virginia
$56.3M +$405K +2,242 +0.8%
JFG
52
JMG Financial Group
Illinois
$54.8M -$238K -1,321 -0.5%
MIAS
53
Mason Investment Advisory Services
Virginia
$54M +$92.4K +512 +0.2%
SP
54
Symmetry Partners
Connecticut
$52.8M -$39.6M -219,537 -44%
MAG
55
Mokosak Advisory Group
Iowa
$52.3M +$1.61M +8,945 +3%
PAS
56
Park Avenue Securities
New York
$50.6M +$1.79M +9,941 +4%
BFA
57
Bragg Financial Advisors
North Carolina
$49.9M +$981K +5,439 +2%
LNC
58
Lincoln National Corp
Pennsylvania
$49.1M -$811K -4,494 -2%
MML Investors Services
59
MML Investors Services
Massachusetts
$48.6M -$1.72M -9,543 -4%
CAM
60
Cresset Asset Management
Illinois
$47.7M +$977K +5,417 +2%
CFFP
61
Center for Financial Planning
Michigan
$46.8M +$1.26M +6,964 +3%
Creative Planning
62
Creative Planning
Kansas
$46.6M +$40.2K +223 +0.1%
EH
63
Equitable Holdings
New York
$46.6M +$1.28M +7,084 +3%
ZF
64
Zhang Financial
Michigan
$46.3M -$722K -3,999 -2%
Focus Partners Wealth
65
Focus Partners Wealth
Massachusetts
$44.9M -$1.16M -6,428 -3%
B
66
Bailard
California
$44.8M +$953K +5,283 +2%
Cerity Partners
67
Cerity Partners
New York
$44.4M -$91.7K -508 -0.2%
TSW
68
Thompson Siegel & Walmsley
Virginia
$44.3M +$996K +5,517 +2%
MWM
69
Merriman Wealth Management
Washington
$42M -$2.03M -11,266 -5%
BSW
70
Buckingham Strategic Wealth
Missouri
$41M -$20.4K -113 -0.1%
IWA
71
Inspirion Wealth Advisors
Illinois
$41M +$850K +4,713 +2%
Truist Financial
72
Truist Financial
North Carolina
$40.7M -$1.04M -5,757 -3%
AI
73
Atria Investments
North Carolina
$39.7M +$531K +2,942 +1%
CAPTRUST Financial Advisors
74
CAPTRUST Financial Advisors
North Carolina
$38.6M -$54.5M -302,151 -60%
APG
75
Abacus Planning Group
South Carolina
$38.5M +$1.04M +5,744 +3%