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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
76
Cetera Investment Advisers
Illinois
$25.4M +$2.7M +15,567 +12%
PA
77
Paragon Advisors
Texas
$25.4M +$128K +737 +0.5%
MWM
78
Modera Wealth Management
New Jersey
$23.9M -$476K -2,746 -2%
AWA
79
Arete Wealth Advisors
Illinois
$23.7M -$8.66K -50 -0%
BIA
80
BHK Investment Advisors
Alabama
$22.9M -$1.09M -6,318 -5%
Creative Planning
81
Creative Planning
Kansas
$22.7M -$7.42M -42,803 -25%
AMG
82
Asset Management Group
Connecticut
$22.1M -$150K -863 -0.7%
APG
83
Abacus Planning Group
South Carolina
$21.4M +$270K +1,560 +1%
PSUF
84
People's United Financial
Connecticut
$21.3M -$4.66M -26,873 -18%
TC
85
Trilogy Capital
California
$20.4M -$1.33M -7,647 -6%
MA
86
MUFG Americas
New York
$20.2M +$2.22M +12,796 +12%
CCM
87
Carlson Capital Management
Minnesota
$19.9M -$644K -3,717 -3%
Victory Capital Management
88
Victory Capital Management
Texas
$19.3M -$535K -3,086 -3%
HC
89
Henshaw Capital
Massachusetts
$19.2M
BWM
90
Baystate Wealth Management
Massachusetts
$18.8M -$1.29M -7,470 -6%
A
91
AdvicePeriod
California
$18.8M -$1.19M -6,884 -6%
JIR
92
James Investment Research
Ohio
$18.8M -$429K -2,473 -2%
AIP
93
Almanack Investment Partners
Pennsylvania
$18.5M +$8.51M +49,098 +85%
BCIM
94
Bishop & Co Investment Management
Pennsylvania
$18.4M -$87.9K -507 -0.5%
EC
95
Estate Counselors
Wisconsin
$18.1M +$7.25M +41,825 +67%
NQWM
96
Northwest Quadrant Wealth Management
Oregon
$18.1M +$676K +3,902 +4%
JP Morgan Chase
97
JP Morgan Chase
New York
$18M -$914K -5,273 -5%
EWM
98
Empirical Wealth Management
Washington
$17.9M +$3.43M +19,771 +24%
GT
99
Glenmede Trust
Pennsylvania
$17.8M -$235K -1,358 -1%
AWM
100
Avior Wealth Management
Nebraska
$17.1M -$217K -1,255 -1%