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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
101
HighTower Advisors
Illinois
$3.65M +$337K +3,072 +10%
BWFA
102
Baltimore-Washington Financial Advisors
Maryland
$3.58M +$514K +4,684 +17%
NFG
103
Noven Financial Group
Colorado
$3.58M +$3.54M +32,314 New
NFC
104
Northeast Financial Consultants
Connecticut
$3.46M +$69.1K +630 +2%
BA
105
BKS Advisors
Michigan
$3.42M +$38.3K +349 +1%
ICOA
106
Investment Centers of America
North Dakota
$3.35M +$173K +1,574 +5%
PFA
107
Pure Financial Advisors
California
$3.33M +$210K +1,913 +7%
LFG
108
LifePlan Financial Group
Ohio
$3.31M +$126K +1,151 +4%
Bank of Montreal
109
Bank of Montreal
Ontario, Canada
$3.23M +$202K +1,841 +7%
SFG
110
Sage Financial Group
Pennsylvania
$3.16M +$15.8K +144 +0.5%
WT
111
Whittier Trust
California
$3.08M
IA
112
Independence Advisors
Pennsylvania
$3.07M +$80.1K +730 +3%
IA
113
IFP Advisors
Florida
$3.06M +$53.6K +489 +2%
SEIA
114
Signature Estate & Investment Advisors
California
$3.02M -$50.4K -460 -2%
DY
115
Dowling & Yahnke
California
$2.98M -$36.2K -330 -1%
MA
116
MUFG Americas
New York
$2.97M +$522K +4,760 +22%
AWA
117
ARS Wealth Advisors
Florida
$2.96M -$19.2K -175 -0.6%
YP
118
Yellowstone Partners
Idaho
$2.83M +$642K +5,853 +30%
WIC
119
Whitegate Investment Counselors
New Hampshire
$2.79M +$8.55K +78 +0.3%
JP Morgan Chase
120
JP Morgan Chase
New York
$2.76M +$2.03M +18,531 +290%
CL
121
Choreo LLC
Illinois
$2.69M +$909K +8,284 +52%
HA
122
Hamel Associates
New Jersey
$2.66M +$393K +3,582 +17%
CT
123
Coastline Trust
Rhode Island
$2.66M +$58.1K +530 +2%
PMG
124
ProVise Management Group
Florida
$2.52M +$20.6K +188 +0.8%
NFA
125
Nationwide Fund Advisors
Ohio
$2.48M