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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
$58.2M -$30.6K -159 -0.1%
MAG
52
Mokosak Advisory Group
Iowa
$57.9M +$2.51M +13,079 +5%
CAM
53
Cresset Asset Management
Illinois
$57M +$3.42M +17,808 +7%
JFG
54
JMG Financial Group
Illinois
$57M -$591K -3,072 -1%
MIAS
55
Mason Investment Advisory Services
Virginia
$56.7M -$550K -2,862 -1%
EWA
56
Exencial Wealth Advisors
Oklahoma
$55.8M -$4.41M -22,922 -8%
BFA
57
Bragg Financial Advisors
North Carolina
$55.6M +$1.59M +8,296 +3%
Cerity Partners
58
Cerity Partners
New York
$51.9M -$413K -2,146 -0.8%
Creative Planning
59
Creative Planning
Kansas
$50.4M +$1.33M +6,918 +3%
CFFP
60
Center for Financial Planning
Michigan
$49.8M +$399K +2,077 +0.8%
ZF
61
Zhang Financial
Michigan
$48.8M -$7.69K -40 -0%
B
62
Bailard
California
$48.5M +$2.69M +13,993 +6%
TSW
63
Thompson Siegel & Walmsley
Virginia
$47.5M +$663K +3,451 +1%
SI
64
Stephens Inc
Arkansas
$47.1M -$577K -3,002 -1%
MML Investors Services
65
MML Investors Services
Massachusetts
$46.3M -$625K -3,253 -1%
Truist Financial
66
Truist Financial
North Carolina
$45.3M +$3.11M +16,164 +8%
IWA
67
Inspirion Wealth Advisors
Illinois
$45M +$922K +4,798 +2%
FG
68
Foster Group
Iowa
$44.6M -$1.22M -6,356 -3%
APG
69
Abacus Planning Group
South Carolina
$43.6M +$4.26M +22,175 +11%
MWM
70
Merriman Wealth Management
Washington
$42.7M -$1.11M -5,752 -3%
LNC
71
Lincoln National Corp
Pennsylvania
$41.6M +$1.33M +6,934 +3%
EH
72
Equitable Holdings
New York
$41.1M -$346K -1,798 -0.9%
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$38.5M +$1.56M +8,111 +4%
SF
74
Summit Financial
New Jersey
$36.6M -$2.06M -10,718 -6%
SFP
75
Shepherd Financial Partners
Massachusetts
$36.6M -$1.35M -7,038 -4%