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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
$133M +$11.8M +123,720 +10%
Bank of America
2
Bank of America
North Carolina
$85.5M +$340K +3,560 +0.4%
Morgan Stanley
3
Morgan Stanley
New York
$78M +$2.86M +29,994 +4%
Mariner
4
Mariner
Kansas
$62.3M -$1.17M -12,286 -2%
Raymond James Financial
5
Raymond James Financial
Florida
$42.3M +$2.11M +22,074 +6%
Cerity Partners
6
Cerity Partners
New York
$40.8M -$204K -2,131 -0.5%
UBS Group
7
UBS Group
Switzerland
$36.5M +$9.25M +96,901 +37%
Ameriprise
8
Ameriprise
Minnesota
$34.4M -$4.05M -42,376 -11%
Wells Fargo
9
Wells Fargo
California
$33M +$890K +9,315 +3%
LPL Financial
10
LPL Financial
California
$28.5M -$7.57M -79,290 -22%
Creative Planning
11
Creative Planning
Kansas
$27.8M +$469K +4,914 +2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$26.8M +$684K +7,165 +3%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$26.5M -$399K -4,179 -2%
Osaic Holdings
14
Osaic Holdings
Arizona
$26.2M +$5.14M +53,792 +26%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$23.7M +$7.68M +80,451 +52%
Goldman Sachs
16
Goldman Sachs
New York
$23.4M +$3.29M +34,464 +18%
SC
17
Savant Capital
Illinois
$23.2M -$1.43M -15,013 -6%
ODIJL
18
One Day In July LLC
Vermont
$20.4M -$2.52M -26,413 -12%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$19.4M -$9.76M -102,189 -35%
ONB
20
Old National Bancorp
Indiana
$17.9M +$2.41M +25,270 +17%
WIM
21
Warwick Investment Management
Texas
$16.7M -$162K -1,701 -1%
MGIA
22
Moneta Group Investment Advisors
Missouri
$16M +$6.44M +67,444 +74%
TTWM
23
TCV Trust & Wealth Management
Virginia
$15.4M -$280K -2,930 -2%
WWM
24
Wiser Wealth Management
Georgia
$14.3M +$1.46M +15,283 +12%
MAWA
25
Moss Adams Wealth Advisors
Washington
$12.7M +$11.3M +117,881 +1,476%
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