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Vanguard Morningstar Small-Cap ETF
VB

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Loomis, Sayles & Company
2301
Loomis, Sayles & Company
Massachusetts
USD 114 k +USD 97.4 k +340 +971%
Heritage Wealth Advisors
2302
Heritage Wealth Advisors
Virginia
USD 113 k – – –
1CP
2303
1015 Capital Partners
Pennsylvania
USD 113 k – – –
Heartland Advisors
2304
Heartland Advisors
Wisconsin
USD 112 k – – –
CFM
2305
Cornerstone Financial Management
Massachusetts
USD 111 k – – –
RWS
2306
Retirement Wealth Solutions
Wisconsin
USD 110 k – – –
TAM
2307
Tucker Asset Management
Colorado
USD 109 k +USD 1.43 k +5 +1%
Albion Financial Group
2308
Albion Financial Group
Utah
USD 109 k – – –
GWM
2309
Gilpin Wealth Management
Colorado
USD 109 k – – –
GI
2310
GS Investments
Minnesota
USD 108 k – – –
Trifecta Capital Advisors
2311
Trifecta Capital Advisors
Illinois
USD 108 k – – –
Trust Company
2312
Trust Company
Kansas
USD 106 k +USD 7.74 k +27 +8%
BFSG LLC
2313
BFSG LLC
California
USD 106 k +USD 43.3 k +151 +76%
SG
2314
Sankala Group
Colorado
USD 106 k -USD 8.6 k -30 -8%
IWMA
2315
Ironwood Wealth Management (Arizona)
Arizona
USD 104 k -USD 6.02 k -21 -6%
APW
2316
Atlantic Private Wealth
North Carolina
USD 101 k – – –
Compass Financial Management
2317
Compass Financial Management
Florida
USD 101 k +USD 95.1 k +332 Nuevas
FP
2318
Financial Perspectives
Minnesota
USD 100 k +USD 7.45 k +26 +9%
GFL
2319
Granite FO LLC
New Hampshire
USD 99.4 k – – –
KPP
2320
Kings Path Partners
Texas
USD 97.9 k – – –
BFS
2321
Burkett Financial Services
South Carolina
USD 94.5 k -USD 8.88 k -31 -9%
BC
2322
Broadwater Capital
Massachusetts
USD 93.2 k – – –
B
2323
Birchbrook
Maine
USD 92.8 k -USD 573 -2 -0.6%
MSFP
2324
Mark Sheptoff Financial Planning
Connecticut
USD 90.9 k – – –
RIA
2325
Realta Investment Advisors
Delaware
USD 90 k -USD 25.8 k -90 -23%
91 92
93
94 95