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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
51
Citigroup
New York
$47.8M +$942K +5,914 +2%
MWM
52
Mission Wealth Management
California
$47.1M +$6.19M +38,865 +16%
TNBTD
53
Trustmark National Bank Trust Department
Mississippi
$44.7M +$5.62M +35,281 +15%
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$44.1M +$9.1M +57,099 +27%
Vanguard Group
55
Vanguard Group
Pennsylvania
$43.9M -$1.81M -11,387 -4%
AAS
56
Annex Advisory Services
Wisconsin
$43.6M -$962K -6,041 -2%
HWA
57
Heartwood Wealth Advisors
Virginia
$41.6M +$40M +251,147 New
PAG
58
Private Advisor Group
New Jersey
$36.8M +$2.44M +15,290 +7%
AAM
59
Autus Asset Management
Arizona
$36M +$774K +4,860 +2%
JMPWA
60
JP Morgan Private Wealth Advisors
California
$35.9M +$5.02M +31,510 +17%
HighTower Advisors
61
HighTower Advisors
Illinois
$35.9M +$5.67M +35,583 +20%
Ensign Peak Advisors
62
Ensign Peak Advisors
Utah
$35.3M +$33.9M +212,982 New
MML Investors Services
63
MML Investors Services
Massachusetts
$35.3M +$4.02M +25,223 +13%
ST
64
Smithfield Trust
Pennsylvania
$32.8M +$1.45M +9,084 +5%
TTWM
65
TCV Trust & Wealth Management
Virginia
$31.8M -$87.1K -547 -0.3%
EA
66
Efficient Advisors
Ohio
$29.2M +$1.68M +10,520 +6%
CFB
67
Cullen/Frost Bankers
Texas
$28.4M -$155K -974 -0.6%
HIMC
68
Heritage Investors Management Corp
Maryland
$28.4M -$217K -1,365 -0.8%
SI
69
Stephens Inc
Arkansas
$28.1M +$788K +4,947 +3%
PIMG
70
Patriot Investment Management Group
Tennessee
$27.9M -$595K -3,734 -2%
Natixis Advisors
71
Natixis Advisors
Massachusetts
$27.3M +$639K +4,014 +2%
Janney Montgomery Scott
72
Janney Montgomery Scott
Pennsylvania
$26.8M +$465K +2,920 +2%
WOA
73
Water Oak Advisors
Florida
$26.7M +$19.1M +119,611 +289%
CCM
74
Coldstream Capital Management
Washington
$26.3M -$644K -4,041 -2%
Fiera Capital (Canada)
75
Fiera Capital (Canada)
Quebec, Canada
$26.2M +$5.94M +37,286 +31%