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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
26
Pinnacle Associates
New York
$26.5M +$846K +7,466 +3%
Bessemer Group
27
Bessemer Group
New Jersey
$26.4M -$31.3M -275,838 -54%
PAMU
28
Pictet Asset Management (UK)
United Kingdom
$25.6M
W
29
Wealthfront
California
$25.4M -$13.3M -117,250 -34%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$24.8M +$1.58M +13,914 +7%
Citigroup
31
Citigroup
New York
$23.9M +$955K +8,425 +4%
GT
32
Glenmede Trust
Pennsylvania
$23.9M +$12.4M +109,505 +103%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$23.7M +$1.78M +15,669 +8%
PGFC
34
Peapack-Gladstone Financial Corp
New Jersey
$21.1M -$537K -4,740 -2%
QI
35
QS Investors
New York
$20.7M +$16.2M +143,032 +325%
CCM
36
Coldstream Capital Management
Washington
$20.7M +$12.3M +108,537 +139%
SWP
37
Stratos Wealth Partners
Ohio
$20.4M +$16.8M +148,444 +412%
HIMC
38
Heritage Investors Management Corp
Maryland
$19.9M -$113K -1,000 -0.6%
TTWM
39
TCV Trust & Wealth Management
Virginia
$19.8M -$123K -1,089 -0.6%
Baird Financial Group
40
Baird Financial Group
Wisconsin
$19.1M +$1.75M +15,423 +10%
MIS
41
Morningstar Investment Services
Illinois
$18.7M -$382K -3,367 -2%
AAM
42
Autus Asset Management
Arizona
$18.3M +$7.48K +66 +0%
PAG
43
Private Advisor Group
New Jersey
$17.8M -$138K -1,214 -0.7%
EA
44
Efficient Advisors
Ohio
$17.6M +$146K +1,286 +0.8%
JP Morgan Chase
45
JP Morgan Chase
New York
$17.4M +$5.2M +45,876 +41%
RJFSA
46
Raymond James Financial Services Advisors
Florida
$17.3M +$2.54M +22,415 +17%
AAS
47
Annex Advisory Services
Wisconsin
$16.9M +$1.35M +11,918 +8%
BPB
48
Badgley, Phelps & Bell
Washington
$16.8M -$4.34M -38,299 -20%
Ameriprise
49
Ameriprise
Minnesota
$16.4M -$2.74M -24,194 -14%
BFPW
50
BOK Financial Private Wealth
Colorado
$15.7M +$481K +4,246 +3%