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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
$97.1M +$531K +2,337 +0.6%
Pathstone Holdings
52
Pathstone Holdings
New Jersey
$94.3M +$237K +1,043 +0.3%
MML Investors Services
53
MML Investors Services
Massachusetts
$92.9M +$3.29M +14,494 +4%
PGFC
54
Peapack-Gladstone Financial Corp
New Jersey
$89.7M +$192K +847 +0.2%
FFW
55
Fusion Family Wealth
New York
$89.6M +$4.62M +20,344 +6%
Cerity Partners
56
Cerity Partners
New York
$89.3M +$13.4M +59,004 +19%
BAAM
57
Baker Avenue Asset Management
California
$89M +$107K +473 +0.1%
WANY
58
Wealthspire Advisors (New York)
New York
$88.7M +$1.7M +7,485 +2%
Fifth Third Bancorp
59
Fifth Third Bancorp
Ohio
$86.6M -$2.68M -11,809 -3%
TNBTD
60
Trustmark National Bank Trust Department
Mississippi
$85.4M +$2.19M +9,649 +3%
Janus Henderson Group
61
Janus Henderson Group
$84.7M +$3.09M +13,599 +4%
HWA
62
Heartwood Wealth Advisors
Virginia
$83.9M +$683K +3,004 +0.9%
PAG
63
Private Advisor Group
New Jersey
$83.6M +$229K +1,009 +0.3%
PA
64
Pinnacle Associates
New York
$82.3M -$7.85M -34,529 -8%
KAS
65
Kestra Advisory Services
Texas
$79.3M -$6.52M -28,705 -8%
KIM
66
Karpus Investment Management
New York
$77.4M +$7.54M +33,197 +11%
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$75.8M +$1.41M +6,201 +2%
CCA
68
Catalyst Capital Advisors
New York
$75.2M -$4.21M -18,525 -6%
MRC
69
Millburn Ridgefield Corp
New York
$75.2M -$4.21M -18,525 -6%
Citigroup
70
Citigroup
New York
$74.4M +$229K +1,008 +0.3%
IPW
71
Invictus Private Wealth
Colorado
$74.3M +$1.67M +7,370 +2%
EH
72
Equitable Holdings
New York
$72.8M +$6.3M +27,709 +10%
MECA
73
Miller Equity Capital Advisors
Texas
$69.9M -$158K -696 -0.2%
Comerica Bank
74
Comerica Bank
Texas
$69.1M +$2.1M +9,258 +3%
US Bancorp
75
US Bancorp
Minnesota
$69.1M -$12.8M -56,393 -16%