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Vanguard S&P Small-Cap 600 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
76
Rockefeller Capital Management
New York
$725K -$322K -3,184 -31%
Janney Montgomery Scott
77
Janney Montgomery Scott
Pennsylvania
$699K +$15.2K +150 +2%
DWT
78
Dorsey & Whitney Trust
South Dakota
$685K -$63.5K -628 -8%
RDFA
79
Ritter Daniher Financial Advisory
Ohio
$681K
THWM
80
Taylor Hoffman Wealth Management
Virginia
$675K +$2.83K +28 +0.4%
Betterment LLC
81
Betterment LLC
New York
$659K +$116K +1,144 +21%
SPIA
82
Steward Partners Investment Advisory
New York
$655K -$17.4K -172 -3%
BRWA
83
B. Riley Wealth Advisors
Florida
$651K -$28.9K -286 -4%
V
84
Veritable
Delaware
$626K
SFA
85
Source Financial Advisors
New York
$623K +$11.7K +116 +2%
Renaissance Technologies
86
Renaissance Technologies
New York
$584K +$586K +5,800 New
Stifel Financial
87
Stifel Financial
Missouri
$581K +$10.1K +100 +2%
MP
88
McDonald Partners
Ohio
$581K +$27.7K +274 +5%
QCM
89
Quest Capital Management
Texas
$571K
JMPWA
90
JP Morgan Private Wealth Advisors
California
$523K -$1.96M -19,408 -79%
PWW
91
Pettyjohn Wood & White
Virginia
$490K
SFS
92
Summit Financial Strategies
Ohio
$486K -$52.2K -516 -10%
WCFA
93
Walkner Condon Financial Advisors
Wisconsin
$483K +$202 +2 +0%
OMC
94
Old Mission Capital
Illinois
$473K -$3.07M -30,402 -87%
GA
95
Geller Advisors
New York
$465K +$60.9K +602 +15%
FNBOO
96
First National Bank of Omaha
Nebraska
$463K -$23K -228 -5%
AF
97
Affiance Financial
Minnesota
$452K -$8.49K -84 -2%
CFA
98
Cahill Financial Advisors
Minnesota
$439K -$19.4K -192 -4%
SMC
99
Smith, Moore & Co
Missouri
$436K -$13.1K -130 -3%
EWM
100
Executive Wealth Management
Michigan
$416K -$5.86K -58 -1%