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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
EGWAG
476
Elwood & Goetz Wealth Advisory Group
Georgia
$1.67M +$1.26M +9,347 +447%
GVAG
477
Great Valley Advisor Group
Delaware
$1.67M +$223K +1,661 +17%
SW
478
SkyOak Wealth
Michigan
$1.65M +$556K +4,143 +58%
HIM
479
Hanlon Investment Management
New Jersey
$1.65M +$661K +4,926 +77%
EVM
480
Eaton Vance Management
Massachusetts
$1.64M -$171K -1,275 -10%
CHA
481
Carmichael Hill & Associates
Maryland
$1.63M +$8.73K +65 +0.6%
APSP
482
Asset Planning Services (Pennsylvania)
Pennsylvania
$1.61M +$17.6K +131 +1%
LCM
483
Lucas Capital Management
New Jersey
$1.61M -$60.4K -450 -4%
CWM
484
Calamos Wealth Management
Illinois
$1.6M – – –
HTC
485
Haverford Trust Company
Pennsylvania
$1.59M +$21.9K +163 +2%
FCH
486
Freestone Capital Holdings
Washington
$1.58M -$69.6K -518 -5%
TC
487
TAP Consulting
Missouri
$1.58M -$387K -2,881 -21%
VRM
488
Vectors Research Management
New York
$1.56M -$641K -4,770 -31%
PD
489
Planning Directions
Pennsylvania
$1.55M +$952K +7,087 +199%
LFG
490
Larson Financial Group
Missouri
$1.54M +$98.6K +734 +7%
SCA
491
Snowden Capital Advisors
New York
$1.54M +$13.6K +101 +1%
BCM
492
BTC Capital Management
Iowa
$1.53M – – –
BAMG
493
Brand Asset Management Group
Missouri
$1.53M +$229K +1,708 +19%
AWM
494
Apollon Wealth Management
South Carolina
$1.53M +$1.04M +7,727 +281%
SCM
495
Spreng Capital Management
Ohio
$1.51M -$593K -4,416 -30%
FNT
496
First National Trust
Pennsylvania
$1.5M +$284K +2,112 +26%
AWM
497
Avior Wealth Management
Nebraska
$1.5M +$948K +7,058 +215%
HH
498
Hilltop Holdings
Texas
$1.5M +$681K +5,069 +97%
WFA
499
Wade Financial Advisory
California
$1.48M -$389K -2,895 -22%
MAS
500
Madden Advisory Services
Florida
$1.48M -$303K -2,253 -18%
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