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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VCP
51
Vista Capital Partners
Oregon
$67.7M -$4.73M -22,470 -7%
BAAM
52
Baker Avenue Asset Management
California
$67.7M -$13.1M -62,115 -16%
Thrivent Financial for Lutherans
53
Thrivent Financial for Lutherans
Minnesota
$65.3M +$146K +691 +10%
PGFC
54
Peapack-Gladstone Financial Corp
New Jersey
$65.1M -$185K -878 -0.3%
AAS
55
Annex Advisory Services
Wisconsin
$64.7M +$3.1M +14,705 +5%
CIAS
56
CBIZ Investment Advisory Services
Ohio
$63.7M
HWA
57
Heartwood Wealth Advisors
Virginia
$62.3M -$16.2M -77,114 -21%
MRC
58
Millburn Ridgefield Corp
New York
$61.4M -$7.37M -34,997 -11%
CCA
59
Catalyst Capital Advisors
New York
$61.4M -$7.37M -34,995 -11%
TNBTD
60
Trustmark National Bank Trust Department
Mississippi
$60.6M +$21.7M +102,881 +57%
CAM
61
Chandler Asset Management
California
$60.6M -$2.88M -13,655 -5%
Janus Henderson Group
62
Janus Henderson Group
$59.6M -$569K -2,701 -1%
FFW
63
Fusion Family Wealth
New York
$57.5M +$2.68M +12,735 +5%
HighTower Advisors
64
HighTower Advisors
Illinois
$57.1M +$56.2M +266,744 New
MML Investors Services
65
MML Investors Services
Massachusetts
$55.7M +$3.79M +17,995 +7%
ST
66
Smithfield Trust
Pennsylvania
$52.2M -$2.24M -10,614 -4%
WANY
67
Wealthspire Advisors (New York)
New York
$49.7M +$88.9K +422 +0.2%
AAM
68
Autus Asset Management
Arizona
$49.5M +$2.47M +11,744 +5%
QA
69
Quantitative Advantage
Minnesota
$47.5M +$46.7M +221,674 New
EA
70
Efficient Advisors
Ohio
$45.2M +$376K +1,786 +0.9%
CAM
71
Cresset Asset Management
Illinois
$45.1M +$524K +2,487 +1%
KAS
72
Kestra Advisory Services
Texas
$43M -$11.3M -53,749 -21%
Bessemer Group
73
Bessemer Group
New Jersey
$40.2M +$752K +3,569 +2%
WSTAM
74
Wilbanks Smith & Thomas Asset Management
Virginia
$39.7M +$2.68M +12,721 +7%
Mercer Global Advisors
75
Mercer Global Advisors
Colorado
$39.6M +$3.15M +14,934 +9%