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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
426
TriaGen Wealth Management
California
$6.87M +$656K +3,050 +11%
CA
427
Cambridge Advisors
Nebraska
$6.85M – – –
CMAI
428
Capital Management Associates Inc
Minnesota
$6.83M +$80.9K +376 +1%
HTC
429
Haverford Trust Company
Pennsylvania
$6.79M -$327K -1,519 -5%
PCA
430
Prosperity Capital Advisors
Ohio
$6.78M -$2.97M -13,806 -32%
WFA
431
Wells Financial Advisors
Massachusetts
$6.76M -$179K -832 -3%
NL
432
NWAM LLC
Washington
$6.74M -$1.34M -6,232 -17%
PIA
433
Pinion Investment Advisors
Kansas
$6.7M +$966K +4,493 +18%
CWMU
434
Caliber Wealth Management (Utah)
Utah
$6.68M +$198K +922 +3%
APG
435
Abacus Planning Group
South Carolina
$6.6M +$52.9K +246 +0.9%
NF
436
NavPoint Financial
Minnesota
$6.58M -$337K -1,565 -5%
RWP
437
RWA Wealth Partners
Massachusetts
$6.48M +$2.03M +9,446 +50%
RCAG
438
Rehmann Capital Advisory Group
Michigan
$6.46M -$31.6K -147 -0.5%
VWA
439
Visionary Wealth Advisors
Illinois
$6.36M -$788K -3,664 -12%
WCA
440
Waypoint Capital Advisors
Minnesota
$6.33M +$328K +1,526 +6%
EWM
441
Evercore Wealth Management
New York
$6.32M -$235K -1,093 -4%
PF
442
Penney Financial
Texas
$6.29M +$278K +1,291 +5%
FCI
443
Financial Counselors Inc
Kansas
$6.29M +$45.4K +211 +0.8%
RJT
444
Raymond James Trust
Florida
$6.27M +$363K +1,688 +7%
VA
445
Valmark Advisers
Ohio
$6.26M +$190K +883 +3%
EA
446
Evolution Advisers
Virginia
$6.18M +$50.5K +235 +0.9%
IAN
447
Integrated Advisors Network
Texas
$6.18M +$1.01M +4,713 +21%
BMD
448
Better Money Decisions
New Mexico
$6.11M -$1.57M -7,280 -21%
FNFDCM
449
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$6.11M -$111K -516 -2%
SAM
450
Sawgrass Asset Management
Florida
$6.1M +$559K +2,600 +11%
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