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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
$112M -$31.8M -298,329 -23%
Bank of America
2
Bank of America
North Carolina
$97.1M +$3.66M +34,357 +4%
Morgan Stanley
3
Morgan Stanley
New York
$88.4M +$3.18M +29,856 +4%
Mariner
4
Mariner
Kansas
$68.7M +$647K +6,065 +1%
Cerity Partners
5
Cerity Partners
New York
$50M +$5.34M +50,093 +12%
Raymond James Financial
6
Raymond James Financial
Florida
$44.1M -$2.08M -19,541 -5%
UBS Group
7
UBS Group
Switzerland
$40.3M +$473K +4,436 +1%
Ameriprise
8
Ameriprise
Minnesota
$38.8M +$1.19M +11,174 +3%
Wells Fargo
9
Wells Fargo
California
$37.8M +$1.74M +16,290 +5%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$29.5M +$190K +1,781 +0.7%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$29.1M +$205K +1,925 +0.7%
Osaic Holdings
12
Osaic Holdings
Arizona
$28.8M +$443K +4,154 +2%
LPL Financial
13
LPL Financial
California
$26.1M -$4.89M -45,874 -16%
Goldman Sachs
14
Goldman Sachs
New York
$26M +$484K +4,541 +2%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$25M -$842K -7,896 -3%
SC
16
Savant Capital
Illinois
$24.7M -$676K -6,339 -3%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$21.3M +$136K +1,277 +0.7%
ONB
18
Old National Bancorp
Indiana
$20.3M +$655K +6,140 +3%
ODIJL
19
One Day In July LLC
Vermont
$18.3M -$3.87M -36,260 -18%
WIM
20
Warwick Investment Management
Texas
$18.1M -$170K -1,592 -1%
MGIA
21
Moneta Group Investment Advisors
Missouri
$18M +$545K +5,112 +3%
TTWM
22
TCV Trust & Wealth Management
Virginia
$16.7M -$117K -1,101 -0.7%
WWM
23
Wiser Wealth Management
Georgia
$16.3M +$619K +5,799 +4%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$13.9M +$304K +2,852 +2%
MAWA
25
Moss Adams Wealth Advisors
Washington
$13.8M -$80.6K -756 -0.6%
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