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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWA
76
Inspirion Wealth Advisors
Illinois
$30.3M -$1.73M -10,890 -5%
JFG
77
JMG Financial Group
Illinois
$28.9M +$2.79M +17,521 +11%
CAN
78
Cetera Advisor Networks
California
$28.7M +$6.29M +39,477 +28%
WPW
79
Waldron Private Wealth
Pennsylvania
$28.5M
US Bancorp
80
US Bancorp
Minnesota
$28.5M +$19.7M +123,942 +223%
HC
81
Henshaw Capital
Massachusetts
$28.1M
APG
82
Abacus Planning Group
South Carolina
$27.5M -$221K -1,385 -0.8%
WBG
83
Wharton Business Group
Pennsylvania
$25.7M +$1.45M +9,082 +6%
SFP
84
Shepherd Financial Partners
Massachusetts
$25.7M +$1.41M +8,870 +6%
PAS
85
Park Avenue Securities
New York
$25.4M +$3.61M +22,652 +17%
EWM
86
Empirical Wealth Management
Washington
$23.8M +$2.81M +17,679 +13%
AC
87
Apella Capital
Connecticut
$23.7M -$2.2M -13,848 -8%
Prudential Financial
88
Prudential Financial
New Jersey
$23.3M +$1.09M +6,853 +5%
AWM
89
AE Wealth Management
Kansas
$23M +$4.19M +26,330 +22%
WA
90
Wealth Architects
California
$22.9M +$523K +3,282 +2%
Cetera Investment Advisers
91
Cetera Investment Advisers
Illinois
$22.7M +$521K +3,275 +2%
MGIA
92
Moneta Group Investment Advisors
Missouri
$22.6M +$1.76M +11,049 +9%
AWM
93
Arista Wealth Management
Nevada
$22.2M +$22.3M +140,084 New
CPO
94
Cerity Partners OCIO
New York
$21.5M -$762K -4,784 -3%
AMG
95
Asset Management Group
Connecticut
$21.4M +$452K +2,839 +2%
Fifth Third Bancorp
96
Fifth Third Bancorp
Ohio
$21.2M +$1.25M +7,864 +6%
OPAM
97
Ocean Park Asset Management
California
$20.8M +$20.9M +131,000 New
KAS
98
Kestra Advisory Services
Texas
$20.3M -$144K -905 -0.7%
Baird Financial Group
99
Baird Financial Group
Wisconsin
$20.3M +$2.78M +17,466 +16%
AA
100
ALPS Advisors
Colorado
$20.2M -$195K -1,225 -1%