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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
Jones Financial Companies
1
Jones Financial Companies
Missouri
$903M +$140M +1,157,349 +13%
Bank of America
2
Bank of America
North Carolina
$669M +$75.8M +624,847 +9%
Betterment LLC
3
Betterment LLC
New York
$536M +$33.3M +274,356 +5%
Morgan Stanley
4
Morgan Stanley
New York
$266M +$116M +956,889 +47%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$194M +$16.3M +134,653 +7%
AssetMark Inc
6
AssetMark Inc
California
$148M +$40.9M +336,941 +25%
Wells Fargo
7
Wells Fargo
California
$137M -$13.9M -114,404 -7%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$118M -$3.21M -26,440 -2%
AF
9
Allworth Financial
California
$105M +$139M +1,146,936 +3,093%
UBS Group
10
UBS Group
Switzerland
$99.9M -$13.6M -112,455 -9%
PCA
11
Personal Capital Advisors
California
$92.5M +$2.99M +24,652 +2%
LPL Financial
12
LPL Financial
California
$66.9M +$610K +5,029 +0.7%
UCFA
13
United Capital Financial Advisors
Texas
$65M +$23.9M +196,853 +35%
Goldman Sachs
14
Goldman Sachs
New York
$60.1M +$11M +90,466 +15%
TAIM
15
TD Ameritrade Investment Management
Nebraska
$60M +$29.3M +241,687 +56%
TF
16
TIAA FSB
Florida
$58.8M +$8.18M +67,444 +11%
SGAM
17
Stephens Group Asset Management
Arkansas
$55.5M +$28.8M +237,350 +61%
HighTower Advisors
18
HighTower Advisors
Illinois
$54.4M +$260K +2,140 +0.4%
Ameriprise
19
Ameriprise
Minnesota
$42.3M +$4.08M +33,671 +8%
MIAS
20
Mason Investment Advisory Services
Virginia
$39.5M +$388K +3,197 +0.7%
AL
21
Aspiriant LLC
California
$39M +$12.4M +102,408 +30%
EA
22
Efficient Advisors
Ohio
$35.3M +$5.8M +47,793 +14%
MG
23
Mather Group
Illinois
$33.2M +$3.82M +31,458 +9%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$32M -$4.86M -40,094 -10%
CFFP
25
Center for Financial Planning
Michigan
$30.5M -$5.44M -44,835 -12%
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