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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
IHWM
301
Iron Horse Wealth Management
Iowa
$6.75M +$82K +389 +1%
JWM
302
JFG Wealth Management
Colorado
$6.71M -$320K -1,519 -5%
WFPG
303
Waller Financial Planning Group
Ohio
$6.71M -$199K -943 -3%
CPA
304
Clear Perspective Advisors
Illinois
$6.67M +$855K +4,060 +15%
ANTB
305
AMG National Trust Bank
Colorado
$6.66M +$2.76M +13,112 +73%
IWC
306
Integrated Wealth Concepts
Massachusetts
$6.66M +$200K +948 +3%
RPC
307
Rossmore Private Capital
Connecticut
$6.63M +$127K +602 +2%
HWM
308
Howard Wealth Management
Connecticut
$6.6M +$210K +997 +3%
SBL
309
Sargent Bickham Lagudis
Colorado
$6.59M -$104K -496 -2%
CWA
310
Clarity Wealth Advisors
California
$6.59M +$633K +3,006 +11%
GGS
311
Galvin Gaustad & Stein
Arizona
$6.52M -$163K -772 -2%
PCA
312
Personal Capital Advisors
California
$6.51M +$363K +1,723 +6%
OFS
313
Oldfather Financial Services
Nebraska
$6.5M -$243K -1,154 -4%
WB
314
WesBanco Bank
West Virginia
$6.46M +$6.35M +30,156 New
CP
315
Capital Planning
Washington
$6.44M +$590K +2,799 +10%
H
316
HoyleCohen
California
$6.4M +$430K +2,041 +7%
PI
317
Pachira Investments
California
$6.38M -$492K -2,335 -7%
BF
318
BOK Financial
Oklahoma
$6.3M -$714K -3,390 -10%
GWM
319
Gray Wealth Management
Maine
$6.27M +$160K +760 +3%
GSIS
320
Global Strategic Investment Solutions
Arizona
$6.19M +$607K +2,882 +11%
MIAN
321
Mariner Independent Advisor Network
Kansas
$6.17M +$103K +488 +2%
NL
322
NWAM LLC
Washington
$6.17M -$320K -1,521 -5%
CAG
323
Crestwood Advisors Group
Massachusetts
$6.16M +$324K +1,539 +6%
HR
324
Hardy Reed
Mississippi
$6.07M +$1.58M +7,500 +36%
CST
325
Charles Schwab Trust
Nevada
$6.05M +$1.15M +5,455 +24%
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