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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BP
51
Ballentine Partners
Massachusetts
$8.86M +$8.74M +94,514 New
V
52
Veritable
Delaware
$8.29M +$8.19M +88,495 New
MWM
53
Merriman Wealth Management
Washington
$8.01M +$7.91M +85,518 New
NPC
54
National Planning Corporation
California
$7.89M +$7.79M +84,200 New
B
55
Baird
Wisconsin
$7.78M +$7.68M +83,023 New
HFS
56
HL Financial Services
Kentucky
$7.55M +$7.45M +80,530 New
CCM
57
Carlson Capital Management
Minnesota
$7.11M +$7.02M +75,868 New
CCG
58
Chatham Capital Group
Georgia
$7M +$6.91M +74,665 New
Nomura Asset Management
59
Nomura Asset Management
Japan
$6.78M +$6.69M +72,330 New
CCM
60
Condor Capital Management
New Jersey
$6.44M +$6.36M +68,701 New
BPBT
61
Boston Private Bank & Trust
Massachusetts
$6.21M +$6.13M +66,285 New
RJFSA
62
Raymond James Financial Services Advisors
Florida
$6.21M +$6.13M +66,282 New
Jones Financial Companies
63
Jones Financial Companies
Missouri
$6.14M +$6.06M +65,550 New
LIM
64
Leavell Investment Management
Alabama
$6.06M +$5.99M +64,708 New
BPB
65
Badgley, Phelps & Bell
Washington
$5.44M +$5.37M +58,098 New
CI
66
Chartist Inc
California
$5.35M +$5.2M +56,242 New
Ameriprise
67
Ameriprise
Minnesota
$4.62M +$4.53M +48,991 New
KIA
68
KCM Investment Advisors
California
$4.55M +$4.5M +48,600 New
CFB
69
Cullen/Frost Bankers
Texas
$4.5M +$4.45M +48,077 New
LPT
70
Legacy Private Trust
Wisconsin
$4.5M +$4.44M +48,039 New
AA
71
Ancora Advisors
Ohio
$4.49M +$4.43M +47,922 New
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$4.44M +$4.39M +47,415 New
LTFS
73
Ladenburg Thalmann Financial Services
Florida
$4.44M +$4.38M +47,321 New
MCM
74
Maryland Capital Management
Maryland
$4.12M +$4.07M +44,000 New
BTS
75
BB&T Securities
Virginia
$4.11M +$4.06M +43,878 New