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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
51
Annex Advisory Services
Wisconsin
$11.6M +$812K +7,088 +7%
MAA
52
Managed Account Advisors
New Jersey
$11M +$4.22M +36,883 +59%
RCS
53
Retirement Capital Strategies
California
$10.7M +$99.9K +872 +0.9%
Jones Financial Companies
54
Jones Financial Companies
Missouri
$10.5M +$707K +6,170 +7%
NAMP
55
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$10.2M -$87.6K -765 -0.8%
AssetMark Inc
56
AssetMark Inc
California
$10M +$3.8M +33,149 +58%
CLA
57
Cranberry Lake Advisors
Texas
$9.96M -$3.44M -30,000 -25%
CS
58
Credit Suisse
Switzerland
$9.87M +$7.46M +65,154 +271%
SI
59
SII Investments
Wisconsin
$9.85M +$3.3M +28,773 +48%
CFB
60
Cullen/Frost Bankers
Texas
$9.83M +$1.88M +16,400 +23%
Ameriprise
61
Ameriprise
Minnesota
$9.8M +$304K +2,657 +3%
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$9.4M +$1.44M +12,573 +17%
V
63
Veritable
Delaware
$9.26M -$82.5K -720 -0.9%
TCM
64
Twele Capital Management
Minnesota
$8.91M +$12.6K +110 +0.1%
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
$8.88M +$6.1M +53,242 +197%
CCG
66
Chatham Capital Group
Georgia
$8.67M +$873K +7,625 +11%
RW
67
Rand Wealth
Maryland
$8.19M +$5.27K +46 +0.1%
RJFSA
68
Raymond James Financial Services Advisors
Florida
$8.15M +$963K +8,409 +13%
AFS
69
Aft Forsyth & Sober
Florida
$8.13M -$401K -3,500 -5%
BPB
70
Badgley, Phelps & Bell
Washington
$8.06M +$260K +2,274 +3%
IH
71
IFC Holdings
Florida
$7.91M +$705K +6,151 +9%
VFS
72
VSR Financial Services
Kansas
$7.9M +$512K +4,466 +7%
CCM
73
Condor Capital Management
New Jersey
$7.86M -$86.4K -754 -1%
HFS
74
HL Financial Services
Kentucky
$7.79M -$441K -3,853 -5%
MWM
75
Merriman Wealth Management
Washington
$7.68M -$4.45M -38,861 -37%