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Vanguard S&P Small-Cap 600 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$60.6M +$3.63M +35,896 +6%
Bank of America
2
Bank of America
North Carolina
$51.7M +$17.1M +169,606 +49%
Wells Fargo
3
Wells Fargo
California
$46.5M +$25.4M +251,204 +119%
BJ
4
Brouwer & Janachowski
California
$46M +$555K +5,490 +1%
ODIJL
5
One Day In July LLC
Vermont
$28.7M -$645K -6,384 -2%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$28.3M +$442K +4,370 +2%
PIMG
7
Patriot Investment Management Group
Tennessee
$27.3M +$1.35M +13,336 +5%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$26.3M +$402K +3,976 +2%
SC
9
Savant Capital
Illinois
$25.8M -$331K -3,274 -1%
LPL Financial
10
LPL Financial
California
$25.2M +$659K +6,524 +3%
Ameriprise
11
Ameriprise
Minnesota
$18.9M -$13.1M -129,584 -41%
B
12
Bridgeworth
Alabama
$17.7M +$114K +1,124 +0.6%
UBS Group
13
UBS Group
Switzerland
$15.5M -$1.88M -18,606 -11%
CWC
14
Carolinas Wealth Consulting
North Carolina
$12.3M -$1.91M -18,866 -13%
WAM
15
WNY Asset Management
New York
$9.63M +$9.47M +93,698 +4,548%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$9.63M +$336K +3,322 +4%
DAS
17
Dynamic Advisor Solutions
Arizona
$9.14M +$852K +8,424 +10%
RJA
18
Raymond James & Associates
Florida
$8.94M +$692K +6,844 +8%
CA
19
Cetera Advisors
Colorado
$8.81M +$297K +2,934 +3%
PFPT
20
Pinnacle Financial Partners (Tennessee)
Tennessee
$7.54M +$366K +3,624 +5%
OWM
21
Orgel Wealth Management
Wisconsin
$7.39M +$484K +4,788 +7%
Osaic Holdings
22
Osaic Holdings
Arizona
$6.62M +$38.6K +382 +0.6%
PFM
23
Phillips Financial Management
Indiana
$6.56M +$2.36M +23,328 +56%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$5.56M +$712K +7,046 +15%
CIC
25
Cornercap Investment Counsel
Georgia
$4.79M -$20.8K -206 -0.4%