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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
51
Rockefeller Capital Management
New York
$114M +$15.1M +58,771 +15%
MML Investors Services
52
MML Investors Services
Massachusetts
$114M +$11.6M +45,221 +11%
Thrivent Financial for Lutherans
53
Thrivent Financial for Lutherans
Minnesota
$113M +$63M +245,905 +129%
FFW
54
Fusion Family Wealth
New York
$111M +$4.08M +15,934 +4%
EA
55
Efficient Advisors
Ohio
$108M -$5.49M -21,448 -5%
Wealth Enhancement Advisory Services
56
Wealth Enhancement Advisory Services
Minnesota
$107M +$2.06M +8,040 +2%
Natixis Advisors
57
Natixis Advisors
Massachusetts
$107M -$6.48M -25,283 -6%
Truist Financial
58
Truist Financial
North Carolina
$107M -$9.92M -38,707 -9%
PGFC
59
Peapack-Gladstone Financial Corp
New Jersey
$105M +$3.8M +14,827 +4%
WANY
60
Wealthspire Advisors (New York)
New York
$103M -$101M -395,130 -50%
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$102M +$13.4M +52,454 +15%
EH
62
Equitable Holdings
New York
$99.9M +$4.12M +16,092 +4%
BAAM
63
Baker Avenue Asset Management
California
$99.7M +$1.11M +4,330 +1%
IPW
64
Invictus Private Wealth
Colorado
$95.3M +$2.46M +9,594 +3%
PPFA
65
Provida Pension Fund Administrator
Chile
$95.3M +$17.6M +68,545 +23%
PAG
66
Private Advisor Group
New Jersey
$94.3M +$2.94M +11,460 +3%
Comerica Bank
67
Comerica Bank
Texas
$92.4M +$255K +995 +0.3%
BlackRock
68
BlackRock
New York
$91.7M +$86.3M +336,957 +1,817%
HWA
69
Heartwood Wealth Advisors
Virginia
$91M +$987K +3,851 +1%
KIM
70
Karpus Investment Management
New York
$86.3M +$1.24M +4,823 +1%
CCA
71
Catalyst Capital Advisors
New York
$83.6M -$4.47M -17,438 -5%
MRC
72
Millburn Ridgefield Corp
New York
$83.6M -$4.47M -17,438 -5%
M&T Bank
73
M&T Bank
New York
$80.9M -$244K -954 -0.3%
CCM
74
Coldstream Capital Management
Washington
$80.8M +$524K +2,046 +0.7%
Fifth Third Bancorp
75
Fifth Third Bancorp
Ohio
$79.8M -$141K -551 -0.2%