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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
RBC
501
Roble Belko & Company
Pennsylvania
$3.14M +$211 +1 +0%
CWC
502
Carolinas Wealth Consulting
North Carolina
$3.12M – – –
GG
503
Gleason Group
Kentucky
$3.12M +$8.22K +39 +0.3%
BIM
504
Bridges Investment Management
Nebraska
$3.1M -$45.5K -216 -1%
JFA
505
JNBA Financial Advisors
Minnesota
$3.1M -$70.2K -333 -2%
PPWM
506
PFG Private Wealth Management
Florida
$3.09M +$3.04M +14,440 New
TPCW
507
TD Private Client Wealth
New York
$3.07M +$93.1K +442 +3%
TIAM2
508
Tru Independence Asset Management 2
Oregon
$3.06M +$682K +3,238 +29%
ML
509
McAdam LLC
Pennsylvania
$3.05M -$36K -171 -1%
CMBA
510
C.M. Bidwell & Associates
Hawaii
$3.04M +$45.1K +214 +2%
SFA
511
Semmax Financial Advisors
North Carolina
$3.04M +$244K +1,157 +9%
ACA
512
Affinity Capital Advisors
California
$3.02M -$202K -960 -6%
GPWA
513
Great Point Wealth Advisors
Massachusetts
$3.02M – – –
BKA
514
Brick & Kyle Associates
Pennsylvania
$3.01M -$32.4K -154 -1%
MFT
515
Moisand Fitzgerald Tamayo
Florida
$3M -$43.8K -208 -1%
CWM
516
Cranbrook Wealth Management
Michigan
$2.99M -$178K -843 -6%
IA
517
IFG Advisors
Missouri
$2.98M -$31.6K -150 -1%
PA
518
PFG Advisors
Arizona
$2.97M +$290K +1,375 +11%
NW
519
NewEdge Wealth
Pennsylvania
$2.96M +$317K +1,506 +12%
WJWM
520
Williams Jones Wealth Management
New York
$2.94M -$19.4K -92 -0.7%
TWM
521
TriaGen Wealth Management
California
$2.9M +$283K +1,343 +11%
UWM
522
USAdvisors Wealth Management
Minnesota
$2.9M +$2.25M +10,668 +373%
FPS
523
Fieldpoint Private Securities
Connecticut
$2.89M -$991K -4,706 -26%
BWM
524
Brickley Wealth Management
California
$2.89M -$105K -497 -4%
GCA
525
Gradient Capital Advisors
California
$2.89M -$231K -1,097 -8%
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