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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$21.4M +$1.45M +13,075 +7%
HIMC
27
Heritage Investors Management Corp
Maryland
$21.1M -$119K -1,070 -0.6%
Barclays
28
Barclays
United Kingdom
$20.2M +$46.8K +422 +0.2%
BCI
29
Brinker Capital Investments
Pennsylvania
$19M +$147K +1,327 +0.8%
EA
30
Efficient Advisors
Ohio
$19M +$210K +1,899 +1%
MIS
31
Morningstar Investment Services
Illinois
$18.4M +$1.96M +17,730 +12%
TTWM
32
TCV Trust & Wealth Management
Virginia
$18.3M +$341K +3,073 +2%
CLA
33
Cranberry Lake Advisors
Texas
$18.1M -$2.22M -20,000 -11%
AAM
34
Autus Asset Management
Arizona
$18.1M +$215K +1,943 +1%
EWM
35
Evercore Wealth Management
New York
$17.5M +$4.3M +38,830 +33%
MWP
36
Moller Wealth Partners
$17.3M +$1.37M +12,397 +9%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$16.6M +$953K +8,603 +6%
PGFC
38
Peapack-Gladstone Financial Corp
New Jersey
$16.1M +$214K +1,931 +1%
Citigroup
39
Citigroup
New York
$15.9M -$327K -2,954 -2%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$14.9M +$14.7M +132,251 New
TCM
41
TD Capital Management
Tennessee
$14.4M -$65.4K -590 -0.5%
BFPW
42
BOK Financial Private Wealth
Colorado
$13.9M +$291K +2,622 +2%
MWM
43
Merriman Wealth Management
Washington
$13.9M +$2.7M +24,344 +24%
BAM
44
Barrett Asset Management
New York
$13.8M +$606K +5,471 +5%
WA
45
WBH Advisory
Maryland
$13M +$91.9K +829 +0.7%
NPC
46
National Planning Corporation
California
$12.8M +$1.04M +9,350 +9%
ANBT
47
American National Bank & Trust
Texas
$12.5M -$243K -2,197 -2%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$11.9M +$60.6K +547 +0.5%
JP Morgan Chase
49
JP Morgan Chase
New York
$11.9M -$573K -5,169 -5%
AA
50
Advisory Alpha
Michigan
$11.6M +$2.26M +20,427 +25%