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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CLA
26
Cranberry Lake Advisors
Texas
$18M +$17.8M +192,500 New
PA
27
Pinnacle Associates
New York
$17.7M +$17.5M +188,784 New
HIMC
28
Heritage Investors Management Corp
Maryland
$17.4M +$17.2M +186,066 New
TTWM
29
TCV Trust & Wealth Management
Virginia
$15.9M +$15.7M +169,680 New
EA
30
Efficient Advisors
Ohio
$15.5M +$15.3M +165,753 New
QLMGAA
31
QS Legg Mason Global Asset Allocation
New York
$15M +$14.8M +160,309 New
MIS
32
Morningstar Investment Services
Illinois
$15M +$14.8M +160,012 New
Barclays
33
Barclays
United Kingdom
$14.7M +$14.5M +156,453 New
AAM
34
Autus Asset Management
Arizona
$14.2M +$14M +151,467 New
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$14.2M +$14M +151,420 New
AIA
36
Alerus Investment Advisors
Minnesota
$13.7M +$13.3M +144,003 New
BCI
37
Brinker Capital Investments
Pennsylvania
$13.7M +$13.5M +145,735 New
Citigroup
38
Citigroup
New York
$13.6M +$13.4M +145,116 New
TCM
39
TD Capital Management
Tennessee
$12.4M +$12.2M +131,862 New
MWP
40
Moller Wealth Partners
$12.1M +$11.9M +128,941 New
BFPW
41
BOK Financial Private Wealth
Colorado
$11.2M +$11.1M +119,859 New
WA
42
WBH Advisory
Maryland
$11M +$10.8M +116,912 New
ANBT
43
American National Bank & Trust
Texas
$10.6M +$10.4M +112,639 New
BAM
44
Barrett Asset Management
New York
$10.6M +$10.4M +112,577 New
WSTAM
45
Wilbanks Smith & Thomas Asset Management
Virginia
$10.4M +$10.2M +110,508 New
PGFC
46
Peapack-Gladstone Financial Corp
New Jersey
$10.2M +$10M +108,388 New
TCM
47
Twele Capital Management
Minnesota
$9.81M +$9.68M +104,661 New
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$9.78M +$9.65M +104,331 New
NAMP
49
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$9.39M +$9.26M +100,155 New
JP Morgan Chase
50
JP Morgan Chase
New York
$9.14M +$9.02M +97,537 New