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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PP
26
Pension Partners
New York
$28.4M +$28.8M +234,109 New
Bank of New York Mellon
27
Bank of New York Mellon
New York
$28.1M +$1.46M +11,911 +5%
PAMU
28
Pictet Asset Management (UK)
United Kingdom
$28M +$28.4M +231,000 New
PA
29
Pinnacle Associates
New York
$27.8M -$526K -4,283 -2%
MIS
30
Morningstar Investment Services
Illinois
$26.4M -$103K -838 -0.4%
AssetMark Inc
31
AssetMark Inc
California
$26.2M +$24.7M +200,999 +1,356%
W
32
Wealthfront
California
$25.5M +$1.76M +14,312 +7%
Barclays
33
Barclays
United Kingdom
$24.7M +$409K +3,330 +2%
MAA
34
Managed Account Advisors
New Jersey
$24.7M +$6.74M +54,913 +37%
PAG
35
Private Advisor Group
New Jersey
$23.5M +$3.23M +26,300 +16%
VanEck Associates
36
VanEck Associates
New York
$23.3M +$21.7M +176,997 +1,207%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$22.9M +$508K +4,135 +2%
Citigroup
38
Citigroup
New York
$22.7M +$5.48M +44,614 +31%
BPB
39
Badgley, Phelps & Bell
Washington
$22.7M +$16.6K +135 +0.1%
HIMC
40
Heritage Investors Management Corp
Maryland
$21.6M -$95.1K -774 -0.4%
TTWM
41
TCV Trust & Wealth Management
Virginia
$21.5M +$460K +3,742 +2%
BCI
42
Brinker Capital Investments
Pennsylvania
$21.3M -$120K -977 -0.6%
PGFC
43
Peapack-Gladstone Financial Corp
New Jersey
$21.2M +$239K +1,944 +1%
AllianceBernstein
44
AllianceBernstein
Tennessee
$20.7M -$5.36M -43,634 -20%
AAM
45
Autus Asset Management
Arizona
$20.6M +$162K +1,319 +0.8%
EA
46
Efficient Advisors
Ohio
$19.6M -$296K -2,406 -1%
Baird Financial Group
47
Baird Financial Group
Wisconsin
$17.5M +$17.7M +144,335 New
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$16.5M +$3.54M +28,821 +27%
BFPW
49
BOK Financial Private Wealth
Colorado
$16M +$611K +4,974 +4%
Jones Financial Companies
50
Jones Financial Companies
Missouri
$15.8M +$465K +3,789 +3%