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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWP
26
Moller Wealth Partners
$26.7M +$13.5M +117,578 +95%
PA
27
Pinnacle Associates
New York
$23.7M -$60.7K -530 -0.2%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$22.6M +$762K +6,649 +3%
MIS
29
Morningstar Investment Services
Illinois
$21.3M +$1.32M +11,483 +6%
HIMC
30
Heritage Investors Management Corp
Maryland
$20.2M -$231K -2,019 -1%
BCI
31
Brinker Capital Investments
Pennsylvania
$18.9M +$48.3K +422 +0.2%
TTWM
32
TCV Trust & Wealth Management
Virginia
$18.3M -$85.7K -748 -0.4%
EA
33
Efficient Advisors
Ohio
$17.8M -$11.6K -101 -0.1%
AAM
34
Autus Asset Management
Arizona
$17.8M +$147K +1,287 +0.8%
PGFC
35
Peapack-Gladstone Financial Corp
New Jersey
$17.2M +$518K +4,520 +3%
BFPW
36
BOK Financial Private Wealth
Colorado
$14.1M +$247K +2,157 +2%
BAM
37
Barrett Asset Management
New York
$14M +$167K +1,462 +1%
NPC
38
National Planning Corporation
California
$13.4M +$612K +5,341 +5%
WA
39
WBH Advisory
Maryland
$13M +$36.7K +320 +0.3%
ANBT
40
American National Bank & Trust
Texas
$13M -$158K -1,380 -1%
TCM
41
TD Capital Management
Tennessee
$12.9M -$1.09M -9,535 -8%
Citigroup
42
Citigroup
New York
$12.9M -$1.95M -17,021 -13%
AA
43
Advisory Alpha
Michigan
$12.5M +$850K +7,419 +7%
B
44
Baird
Wisconsin
$12.3M +$1.4M +12,253 +12%
PAG
45
Private Advisor Group
New Jersey
$12.2M +$2.03M +17,733 +19%
JP Morgan Chase
46
JP Morgan Chase
New York
$12.2M +$177K +1,543 +1%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$12.1M +$307K +2,683 +3%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$11.9M -$2.22M -19,395 -15%
EWM
49
Evercore Wealth Management
New York
$11.9M -$1.47M -12,835 -11%
TNBTD
50
Trustmark National Bank Trust Department
Mississippi
$11.8M +$1.21M +10,555 +11%