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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
451
EverSource Wealth Advisors
Alabama
$3.67M +$250K +1,294 +7%
KTC
452
Kistler-Tiffany Companies
Pennsylvania
$3.62M +$163K +846 +4%
MA
453
Mutual Advisors
Nebraska
$3.6M +$383K +1,982 +11%
GWM
454
Greenhouse Wealth Management
Connecticut
$3.56M +$77.8K +403 +2%
SAM
455
S.A. Mason
Michigan
$3.56M – – –
CWM
456
Cranbrook Wealth Management
Michigan
$3.54M +$1.26M +6,545 +48%
TA
457
Trellis Advisors
Washington
$3.52M -$23.8K -123 -0.6%
JRFS
458
James Reed Financial Services
Ohio
$3.52M -$15.4K -80 -0.4%
MA
459
Momentum Advisors
New York
$3.51M +$3.85M +19,939 New
EWA
460
Exencial Wealth Advisors
Oklahoma
$3.5M -$79.9K -414 -2%
WCFA
461
Walkner Condon Financial Advisors
Wisconsin
$3.5M +$234K +1,213 +7%
AG
462
Ascent Group
Virginia
$3.49M -$51.9K -269 -1%
PFG
463
PAX Financial Group
Texas
$3.48M +$2.23M +11,545 +141%
UB
464
UMB Bank
Missouri
$3.48M -$148K -766 -4%
SWP
465
Summit Wealth Partners
Florida
$3.47M -$442K -2,290 -10%
FMII
466
Farmers & Merchants Investments Inc
Nebraska
$3.46M -$312K -1,617 -8%
RFA
467
RTD Financial Advisors
Pennsylvania
$3.46M -$13.1K -68 -0.3%
NOI
468
Newton One Investments
Delaware
$3.43M +$10K +52 +0.3%
MIM
469
Morningstar Investment Management
Illinois
$3.43M – – –
OGF
470
Orin Green Financial
California
$3.4M +$470K +2,436 +15%
AHC
471
Anderson Hoagland & Co
Missouri
$3.4M -$156K -806 -4%
WBCM
472
Wilson & Boucher Capital Management
California
$3.36M -$32.6K -169 -0.9%
WB
473
Webster Bank
Connecticut
$3.33M -$766K -3,966 -17%
SOS
474
Silver Oak Securities
Tennessee
$3.3M +$114K +588 +3%
FLPIM
475
F.L. Putnam Investment Management
Massachusetts
$3.3M +$19.7K +102 +0.5%
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