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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
301
Kingsview Wealth Management
Oregon
$1.8M +$64.2K +430 +4%
EFS
302
Essex Financial Services
Connecticut
$1.8M +$1.26M +8,460 +223%
CF
303
Centaurus Financial
California
$1.78M -$419K -2,809 -19%
AWA
304
Acorn Wealth Advisors
Michigan
$1.76M -$53.4K -358 -3%
NFG
305
Next Financial Group
Texas
$1.74M +$1.77M +11,831 New
BWM
306
Brickley Wealth Management
California
$1.71M +$1.22M +8,165 +236%
TFO
307
Tarbox Family Office
California
$1.7M -$26.7K -179 -2%
LCM
308
Lucas Capital Management
New Jersey
$1.7M +$644K +4,314 +58%
EAM
309
Evanson Asset Management
California
$1.63M -$722K -4,835 -30%
GIM
310
Goelzer Investment Management
Indiana
$1.61M -$21.6K -145 -1%
RMDI
311
R.M. Davis Inc
Maine
$1.61M +$55.1K +369 +3%
WIM
312
Westside Investment Management
California
$1.6M +$268K +1,798 +19%
FMBTD
313
First Midwest Bank Trust Division
Illinois
$1.59M +$63.4K +425 +4%
FPIS
314
Financial Planning & Information Services
Wisconsin
$1.58M -$48.2K -323 -3%
CMBA
315
C.M. Bidwell & Associates
Hawaii
$1.58M +$10.4K +70 +0.7%
HNB
316
Huntington National Bank
Ohio
$1.57M – – –
TVWM
317
Tower View Wealth Management
Wisconsin
$1.57M -$67.6K -453 -4%
DADC
318
D.A. Davidson & Co
Montana
$1.55M +$727K +4,868 +86%
6M
319
6 Meridian
Kansas
$1.54M +$482K +3,230 +44%
BCM
320
BTC Capital Management
Iowa
$1.54M +$1.57M +10,491 New
BC
321
Bartlett & Co
Ohio
$1.53M +$7.76K +52 +0.5%
BCWM
322
Bartlett & Co Wealth Management
Ohio
$1.53M +$1.55M +10,397 New
F
323
F3Logic
Minnesota
$1.52M +$1.54M +10,340 New
CAW
324
Cornerstone Advisors (Washington)
Washington
$1.52M – – –
ACP
325
Ashfield Capital Partners
California
$1.51M +$295K +1,978 +24%
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