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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HIMC
26
Heritage Investors Management Corp
Maryland
$20.7M +$132K +1,243 +0.7%
CLA
27
Cranberry Lake Advisors
Texas
$19.8M
Barclays
28
Barclays
United Kingdom
$19.6M +$1.09M +10,218 +6%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$19.4M +$405K +3,806 +2%
BCI
30
Brinker Capital Investments
Pennsylvania
$18.4M +$2.3M +21,615 +15%
EA
31
Efficient Advisors
Ohio
$18.3M +$34K +319 +0.2%
TTWM
32
TCV Trust & Wealth Management
Virginia
$17.5M -$977K -9,179 -5%
AAM
33
Autus Asset Management
Arizona
$17.4M +$87.2K +819 +0.5%
MIS
34
Morningstar Investment Services
Illinois
$16M +$1.88M +17,654 +14%
Citigroup
35
Citigroup
New York
$15.8M -$31.2K -293 -0.2%
PGFC
36
Peapack-Gladstone Financial Corp
New Jersey
$15.5M +$977K +9,182 +7%
MWP
37
Moller Wealth Partners
$15.5M +$685K +6,439 +5%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$15.2M +$3M +28,169 +25%
TCM
39
TD Capital Management
Tennessee
$14M -$640K -6,015 -4%
BFPW
40
BOK Financial Private Wealth
Colorado
$13.3M +$3.3K +31 +0%
BAM
41
Barrett Asset Management
New York
$12.9M +$242K +2,275 +2%
EWM
42
Evercore Wealth Management
New York
$12.8M +$9.18M +86,299 +286%
WA
43
WBH Advisory
Maryland
$12.5M -$201K -1,884 -2%
ANBT
44
American National Bank & Trust
Texas
$12.4M +$89.5K +841 +0.8%
PP
45
Pension Partners
New York
$12.3M +$11.9M +111,595 New
JP Morgan Chase
46
JP Morgan Chase
New York
$12.1M +$471K +4,426 +4%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$11.6M +$5M +46,959 +81%
NPC
48
National Planning Corporation
California
$11.3M +$863K +8,107 +9%
MWM
49
Merriman Wealth Management
Washington
$11.3M +$485K +4,557 +5%
WSTAM
50
Wilbanks Smith & Thomas Asset Management
Virginia
$11M -$1.03M -9,660 -9%