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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
$186M +$2.69M +27,325 +1%
Bank of America
2
Bank of America
North Carolina
$116M +$660K +6,716 +0.6%
Morgan Stanley
3
Morgan Stanley
New York
$66.9M -$1.45M -14,801 -2%
Mariner
4
Mariner
Kansas
$47.8M +$1.57M +15,978 +3%
Cerity Partners
5
Cerity Partners
New York
$41.1M -$1.17M -11,880 -3%
LPL Financial
6
LPL Financial
California
$33.1M -$2.26M -23,012 -6%
Ameriprise
7
Ameriprise
Minnesota
$31.8M -$51.4K -523 -0.2%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$30.9M +$2.2M +22,393 +8%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$30.3M -$490K -4,981 -2%
Wells Fargo
10
Wells Fargo
California
$29.8M +$73.9K +752 +0.2%
SC
11
Savant Capital
Illinois
$28.2M +$4.26M +43,361 +18%
Osaic Holdings
12
Osaic Holdings
Arizona
$28.1M -$8.83M -89,887 -24%
ODIJL
13
One Day In July LLC
Vermont
$24.7M -$2.78M -28,293 -10%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$23.3M +$579K +5,890 +3%
UBS Group
15
UBS Group
Switzerland
$20.5M +$522K +5,312 +3%
WIM
16
Warwick Investment Management
Texas
$15.6M -$7.57K -77 -0%
TTWM
17
TCV Trust & Wealth Management
Virginia
$15.2M +$898K +9,140 +6%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$14.8M +$644K +6,550 +5%
MUAMU
19
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$14.6M – – –
RJA
20
Raymond James & Associates
Florida
$14.5M +$901K +9,172 +7%
Goldman Sachs
21
Goldman Sachs
New York
$13M +$1.75M +17,780 +15%
ONB
22
Old National Bancorp
Indiana
$13M +$1.35M +13,704 +12%
WWM
23
Wiser Wealth Management
Georgia
$11.8M +$393K +3,999 +3%
NIWA
24
New Insight Wealth Advisors
California
$11.3M +$73.1K +744 +0.7%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$10.9M +$369K +3,752 +3%
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