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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
QLMGAA
26
QS Legg Mason Global Asset Allocation
New York
$23.3M +$6.7M +67,166 +42%
PA
27
Pinnacle Associates
New York
$20.5M +$1.09M +10,942 +6%
IAS
28
INR Advisory Services
Pennsylvania
$20.4M -$23.4K -235 -0.1%
HIMC
29
Heritage Investors Management Corp
Maryland
$19.1M +$70.1K +703 +0.4%
CLA
30
Cranberry Lake Advisors
Texas
$18.4M -$1.25M -12,500 -6%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$17.7M +$2.15M +21,515 +14%
Barclays
32
Barclays
United Kingdom
$17.3M +$1.34M +13,455 +9%
TTWM
33
TCV Trust & Wealth Management
Virginia
$17.3M -$113K -1,135 -0.7%
EA
34
Efficient Advisors
Ohio
$17M +$5.78K +58 +0%
Nomura Asset Management
35
Nomura Asset Management
Japan
$17M +$9.29M +93,180 +129%
AAM
36
Autus Asset Management
Arizona
$16.1M +$561K +5,629 +4%
BCI
37
Brinker Capital Investments
Pennsylvania
$14.9M -$20.8K -209 -0.1%
Citigroup
38
Citigroup
New York
$14.7M -$125K -1,255 -0.9%
MWP
39
Moller Wealth Partners
$13.8M +$521K +5,222 +4%
TCM
40
TD Capital Management
Tennessee
$13.7M +$190K +1,904 +1%
PGFC
41
Peapack-Gladstone Financial Corp
New Jersey
$13.5M +$2.34M +23,464 +22%
MIS
42
Morningstar Investment Services
Illinois
$13.2M -$3.23M -32,422 -20%
BFPW
43
BOK Financial Private Wealth
Colorado
$12.4M +$66.4K +666 +0.6%
WA
44
WBH Advisory
Maryland
$11.9M -$119K -1,193 -1%
BAM
45
Barrett Asset Management
New York
$11.7M +$203K +2,038 +2%
ANBT
46
American National Bank & Trust
Texas
$11.5M -$55.4K -556 -0.5%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$11.3M +$613K +6,151 +6%
WSTAM
48
Wilbanks Smith & Thomas Asset Management
Virginia
$11.3M -$57.9K -581 -0.5%
JP Morgan Chase
49
JP Morgan Chase
New York
$10.8M +$820K +8,224 +8%
TCM
50
Twele Capital Management
Minnesota
$10.7M