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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
EFS
576
Essex Financial Services
Connecticut
$2.5M – – –
RC
577
Roundview Capital
New Jersey
$2.44M +$37.7K +170 +2%
BG
578
Benedetti & Gucer
Georgia
$2.44M +$190K +859 +9%
SF
579
Summit Financial
New Jersey
$2.44M +$1.26M +5,691 +111%
TCWM
580
Total Clarity Wealth Management
Illinois
$2.44M -$1.98M -8,916 -45%
IA
581
IFP Advisors
Florida
$2.42M +$11.5K +52 +0.5%
AIP
582
Ameritas Investment Partners
Nebraska
$2.42M +$195K +879 +9%
WCM
583
Windham Capital Management
Massachusetts
$2.41M -$309K -1,394 -12%
CFO
584
Collective Family Office
Pennsylvania
$2.41M -$24.4K -110 -1%
SSWM
585
Smith Salley Wealth Management
North Carolina
$2.41M +$443 +2 +0%
CWA
586
Cornerstone Wealth Advisors
Minnesota
$2.41M -$459K -2,070 -16%
CBFP
587
Cedar Brook Financial Partners
Ohio
$2.39M +$225K +1,016 +11%
EGWAG
588
Elwood & Goetz Wealth Advisory Group
Georgia
$2.37M -$219K -986 -9%
BCM
589
BTC Capital Management
Iowa
$2.36M – – –
AAMC
590
Asset Allocation & Management Company
Illinois
$2.35M +$201K +908 +10%
SCA
591
Snowden Capital Advisors
New York
$2.34M -$6.87K -31 -0.3%
NEPWA
592
New England Private Wealth Advisors
Massachusetts
$2.31M -$4.81M -21,709 -68%
HPWM
593
Highland Private Wealth Management
Washington
$2.31M +$109K +490 +5%
FA
594
FDx Advisors
Illinois
$2.27M -$65.6K -296 -3%
MFIMFI
595
Mesirow Financial Investment Management - Fixed Income
Illinois
$2.25M +$2.21M +9,995 New
ACM
596
AlphaStar Capital Management
North Carolina
$2.24M +$270K +1,217 +14%
WI
597
Wintrust Investments
Illinois
$2.22M +$69.8K +315 +3%
MAM
598
McLean Asset Management
Virginia
$2.21M +$1.33K +6 +0.1%
AIM
599
Anchor Investment Management
South Carolina
$2.21M +$272K +1,227 +14%
NEGWA
600
New England Guild Wealth Advisors
Connecticut
$2.2M +$21.7K +98 +1%
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