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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
51
Corient Private Wealth
Florida
$70.6M +$10.1M +50,818 +16%
Thrivent Financial for Lutherans
52
Thrivent Financial for Lutherans
Minnesota
$70.5M +$1.73M +8,672 +2%
MML Investors Services
53
MML Investors Services
Massachusetts
$69.9M +$5.32M +26,696 +8%
MGIA
54
Moneta Group Investment Advisors
Missouri
$69.9M +$5.51M +27,650 +8%
WANY
55
Wealthspire Advisors (New York)
New York
$69.3M +$6.08M +30,495 +9%
KIM
56
Karpus Investment Management
New York
$68.4M -$1.61M -8,103 -2%
PGFC
57
Peapack-Gladstone Financial Corp
New Jersey
$67.7M -$524K -2,631 -0.7%
HWA
58
Heartwood Wealth Advisors
Virginia
$65.3M +$316K +1,588 +0.5%
BAAM
59
Baker Avenue Asset Management
California
$64.2M +$5.03M +25,271 +8%
M&T Bank
60
M&T Bank
New York
$63.1M -$1.58M -7,953 -2%
JMPWA
61
JP Morgan Private Wealth Advisors
California
$63M -$12.6M -63,474 -16%
PAG
62
Private Advisor Group
New Jersey
$63M +$3.43M +17,201 +5%
MRC
63
Millburn Ridgefield Corp
New York
$61.9M -$79M -396,729 -55%
CCA
64
Catalyst Capital Advisors
New York
$61.9M -$79M -396,614 -55%
CFB
65
Cullen/Frost Bankers
Texas
$61.1M +$2.62M +13,139 +4%
TNBTD
66
Trustmark National Bank Trust Department
Mississippi
$60.4M -$1.01M -5,065 -2%
Citigroup
67
Citigroup
New York
$59.7M +$1.59M +7,998 +3%
NHC
68
Nicholas Hoffman & Company
Georgia
$57.9M +$4.86M +24,395 +9%
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$57.3M -$750K -3,763 -1%
CIAS
70
CBIZ Investment Advisory Services
Ohio
$57.3M -$1.55M -7,786 -3%
VCP
71
Vista Capital Partners
Oregon
$55.9M -$1.61M -8,094 -3%
MMA
72
Miracle Mile Advisors
California
$55.3M +$2.34M +11,727 +4%
AT
73
American Trust
Kentucky
$55M +$1.86M +9,333 +3%
MECA
74
Miller Equity Capital Advisors
Texas
$53M +$1.9M +9,517 +4%
IPW
75
Invictus Private Wealth
Colorado
$52.7M +$1.78M +8,923 +3%