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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
51
Cerity Partners
New York
$101M +$10.4M +42,086 +11%
Pathstone Holdings
52
Pathstone Holdings
New Jersey
$95.5M -$64.2K -261 -0.1%
FFW
53
Fusion Family Wealth
New York
$94.6M +$3.89M +15,791 +4%
EA
54
Efficient Advisors
Ohio
$94.1M -$6.4M -26,024 -6%
Corient Private Wealth
55
Corient Private Wealth
Florida
$93.9M -$4.58M -18,625 -5%
TNBTD
56
Trustmark National Bank Trust Department
Mississippi
$92.3M +$5.91M +24,021 +7%
PGFC
57
Peapack-Gladstone Financial Corp
New Jersey
$90.8M -$15.7K -64 -0%
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$90.7M +$14.3M +57,930 +18%
BAAM
59
Baker Avenue Asset Management
California
$90.4M +$195K +791 +0.2%
WANY
60
Wealthspire Advisors (New York)
New York
$90.2M +$331K +1,344 +0.4%
HWA
61
Heartwood Wealth Advisors
Virginia
$85.8M +$871K +3,539 +1%
PAG
62
Private Advisor Group
New Jersey
$83.9M -$858K -3,487 -1%
Fifth Third Bancorp
63
Fifth Third Bancorp
Ohio
$82.9M -$4.88M -19,828 -5%
KIM
64
Karpus Investment Management
New York
$78.4M +$62K +252 +0.1%
EH
65
Equitable Holdings
New York
$77.7M +$4.04M +16,400 +5%
IPW
66
Invictus Private Wealth
Colorado
$77.1M +$1.89M +7,671 +2%
CCA
67
Catalyst Capital Advisors
New York
$75.8M -$421K -1,712 -0.5%
MRC
68
Millburn Ridgefield Corp
New York
$75.8M -$421K -1,712 -0.5%
Citigroup
69
Citigroup
New York
$75.4M +$61.5K +250 +0.1%
AAS
70
Avantax Advisory Services
Texas
$75.2M +$6.08M +24,694 +9%
Teacher Retirement System of Texas
71
Teacher Retirement System of Texas
Texas
$71.9M +$73.7M +299,349 New
Comerica Bank
72
Comerica Bank
Texas
$71.5M +$1.46M +5,928 +2%
MECA
73
Miller Equity Capital Advisors
Texas
$70.5M -$283K -1,150 -0.4%
US Bancorp
74
US Bancorp
Minnesota
$68.6M -$1.44M -5,840 -2%
PPFA
75
Provida Pension Fund Administrator
Chile
$68.2M -$336K -1,365 -0.5%