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Vanguard S&P Small-Cap 600 ETF
VIOO

Name Holding Trade Value Shares
Change 		Change in
Stake
OWM
1
Orgel Wealth Management
Wisconsin
$246M +$8.1M +88,463 +3%
Ameriprise
2
Ameriprise
Minnesota
$118M +$11.7M +127,432 +11%
Bank of America
3
Bank of America
North Carolina
$79.8M +$5.89M +64,318 +8%
Morgan Stanley
4
Morgan Stanley
New York
$60.5M -$636K -6,948 -1%
Cerity Partners
5
Cerity Partners
New York
$40.9M +$28.8K +314 +0.1%
BWM
6
Baystate Wealth Management
Massachusetts
$38.3M +$1.94M +21,205 +5%
LPL Financial
7
LPL Financial
California
$31.8M +$2.55M +27,888 +8%
Osaic Holdings
8
Osaic Holdings
Arizona
$27M +$132K +1,442 +0.5%
ODIJL
9
One Day In July LLC
Vermont
$25.6M -$545K -5,951 -2%
Wells Fargo
10
Wells Fargo
California
$25.5M -$57K -622 -0.2%
PIMG
11
Patriot Investment Management Group
Tennessee
$23.8M -$2.01M -21,942 -8%
SC
12
Savant Capital
Illinois
$22.4M -$491K -5,359 -2%
UBS Group
13
UBS Group
Switzerland
$14.7M +$393K +4,291 +3%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$14.1M -$16M -174,830 -52%
WWM
15
Wiser Wealth Management
Georgia
$13.3M +$824K +8,999 +6%
CWC
16
Carolinas Wealth Consulting
North Carolina
$13.3M -$1.14M -12,464 -8%
RJA
17
Raymond James & Associates
Florida
$12.1M +$531K +5,802 +4%
DAS
18
Dynamic Advisor Solutions
Arizona
$9.37M -$3.09M -33,715 -24%
ONB
19
Old National Bancorp
Indiana
$8.97M +$1.24M +13,564 +16%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$8.83M +$759K +8,284 +9%
US Bancorp
21
US Bancorp
Minnesota
$8.32M +$8.51M +92,922 +12,194%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$8.18M +$1.45M +15,806 +21%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$7.45M +$1.25M +13,677 +19%
PFPT
24
Pinnacle Financial Partners (Tennessee)
Tennessee
$7.4M +$548K +5,989 +8%
B
25
Bridgeworth
Alabama
$6.65M -$390K -4,259 -5%
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