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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
VIA
426
Vantage Investment Advisors
Pennsylvania
$33K – – –
PVH
427
Psagot Value Holdings
Israel
$32K +$13.9K +113 +75%
IWMPD
428
Integrated Wealth Management (Palm Desert)
California
$32K +$20.4K +166 +166%
TWA
429
TCI Wealth Advisors
Arizona
$29K – – –
WCM
430
Wealthcare Capital Management
Virginia
$28K -$119K -972 -81%
RWM
431
Raffa Wealth Management
District of Columbia
$27.5K – – –
OC
432
Oakworth Capital
Alabama
$25K +$25.2K +205 New
JFGIW
433
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$24K -$44.5K -362 -65%
TWMP
434
Taylor Wealth Management Partners
Massachusetts
$24K – – –
RFA
435
Reilly Financial Advisors
California
$22K – – –
CAL
436
Capital Advisors Ltd
Ohio
$19K – – –
WP
437
WealthPLAN Partners
Nebraska
$19K +$19.3K +157 New
AIP
438
Ameritas Investment Partners
Nebraska
$17K +$17.2K +140 New
AWS
439
Aris Wealth Services
Pennsylvania
$14K +$13.8K +112 New
MFBTD
440
MB Financial Bank - Trust Department
Illinois
$13K – – –
HPBT
441
High Point Bank & Trust
North Carolina
$12K – – –
SIG
442
Stanford Investment Group
California
$11K – – –
CFN
443
Cordasco Financial Network
Florida
$10K – – –
GWA
444
Genesis Wealth Advisors
Massachusetts
$7.29K – – –
TDC
445
Thompson Davis & Co
Virginia
$4K +$1.84K +15 +100%
AFIA
446
America First Investment Advisors
Nebraska
$3K – – –
JWA
447
JFS Wealth Advisors
Pennsylvania
$2K – – –
TFA
448
Transamerica Financial Advisors
Florida
$1K -$1.32M -10,711 -100%
NMIS
449
Northwestern Mutual Investment Services
Wisconsin
$1K +$1.47K +12 New
AUIM
450
Aegon USA Investment Management
Iowa
– -$74.5M -607,924 Closed
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