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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
CSPIA
526
Cary Street Partners Investment Advisory
Virginia
$1.42M +$420K +2,732 +42%
RIG
527
Ramiah Investment Group
Wisconsin
$1.42M +$23.8K +155 +2%
TFO
528
Tarbox Family Office
California
$1.4M -$94.8K -617 -6%
PWA
529
Peterson Wealth Advisors
Utah
$1.4M -$6.91K -45 -0.5%
GWMIA
530
Global Wealth Management Investment Advisory
Florida
$1.39M +$7.07K +46 +0.5%
CL
531
CPWM LLC
Washington
$1.38M -$17.1K -111 -1%
AIM
532
Anchor Investment Management
South Carolina
$1.36M +$2.92K +19 +0.2%
TIM
533
Tortoise Investment Management
New York
$1.35M +$67K +436 +5%
RC
534
Roundview Capital
New Jersey
$1.34M +$136K +886 +11%
SFPM
535
Sensible Financial Planning & Management
Massachusetts
$1.34M +$210K +1,368 +19%
SF
536
Synovus Financial
Georgia
$1.34M +$191K +1,244 +17%
TC
537
TAP Consulting
Missouri
$1.32M -$352K -2,289 -21%
CFA
538
Cahill Financial Advisors
Minnesota
$1.3M +$614 +4 +0%
KFGK
539
Keystone Financial Group (Kentucky)
Kentucky
$1.3M -$6.91K -45 -0.5%
WI
540
Wintrust Investments
Illinois
$1.29M +$78.3K +510 +6%
DSC
541
Duncker Streett & Co
Missouri
$1.29M +$40.9K +266 +3%
BJL
542
Brighton Jones LLC
Washington
$1.28M +$76.8K +500 +6%
FPCP
543
Fort Point Capital Partners
California
$1.28M +$906K +5,897 +246%
FC
544
Forte Capital
New York
$1.27M +$8.6K +56 +0.7%
AIP
545
Ameritas Investment Partners
Nebraska
$1.27M +$84.3K +549 +7%
FDCDDQ
546
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.27M +$522K +3,398 +70%
ATC
547
Argent Trust Co
Tennessee
$1.27M +$112K +730 +10%
DWT
548
Dorsey & Whitney Trust
South Dakota
$1.27M -$63.4K -413 -5%
LWMM
549
Legacy Wealth Management (Mississippi)
Mississippi
$1.26M – – –
SIS
550
SVB Investment Services
Utah
$1.26M +$7.22K +47 +0.6%
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