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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
B
51
Baird
Wisconsin
$11M +$329K +2,968 +3%
RCS
52
Retirement Capital Strategies
California
$10.9M -$355K -3,207 -3%
WSTAM
53
Wilbanks Smith & Thomas Asset Management
Virginia
$10.3M -$1.04M -9,395 -9%
NAMP
54
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$10.1M -$18.6K -168 -0.2%
AAS
55
Annex Advisory Services
Wisconsin
$10.1M +$9.23M +83,320 +1,304%
Jones Financial Companies
56
Jones Financial Companies
Missouri
$9.73M +$258K +2,325 +3%
V
57
Veritable
Delaware
$9.7M +$356K +3,213 +4%
Ameriprise
58
Ameriprise
Minnesota
$9.25M +$743K +6,705 +9%
TCM
59
Twele Capital Management
Minnesota
$9.09M +$3.19M +28,795 +56%
HFS
60
HL Financial Services
Kentucky
$8.94M -$8.64K -78 -0.1%
PAG
61
Private Advisor Group
New Jersey
$8.71M +$2.32M +20,954 +37%
CCM
62
Condor Capital Management
New Jersey
$8.6M +$1.39M +12,551 +20%
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$8.54M +$775K +6,995 +10%
BP
64
Ballentine Partners
Massachusetts
$8.26M -$2.02M -18,246 -20%
CFB
65
Cullen/Frost Bankers
Texas
$8.02M +$1M +9,029 +15%
BPB
66
Badgley, Phelps & Bell
Washington
$8.01M +$302K +2,723 +4%
CCG
67
Chatham Capital Group
Georgia
$7.91M -$166K -1,500 -2%
RW
68
Rand Wealth
Maryland
$7.89M +$185K +1,668 +2%
TNBTD
69
Trustmark National Bank Trust Department
Mississippi
$7.84M +$2.12M +19,088 +38%
WIC
70
Whitegate Investment Counselors
New Hampshire
$7.73M +$7.68M +69,305 New
CCM
71
Carlson Capital Management
Minnesota
$7.66M -$196K -1,773 -3%
Comerica Bank
72
Comerica Bank
Texas
$7.18M +$233K +2,100 +3%
LIM
73
Leavell Investment Management
Alabama
$7.07M -$82K -740 -1%
LTFS
74
Ladenburg Thalmann Financial Services
Florida
$6.92M +$569K +5,134 +9%
VFS
75
VSR Financial Services
Kansas
$6.91M +$918K +8,281 +16%