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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
SPIO
576
Seven Post Investment Office
California
$2.38M +$394K +1,771 +19%
TA
577
TrueWealth Advisors
Alabama
$2.36M +$362K +1,629 +18%
TCWM
578
Total Clarity Wealth Management
Illinois
$2.36M -$5.33K -24 -0.2%
FHC
579
First Heartland Consultants
Missouri
$2.36M -$136K -612 -5%
SCA
580
Snowden Capital Advisors
New York
$2.35M +$82K +369 +4%
HPWM
581
Highland Private Wealth Management
Washington
$2.35M +$108K +487 +5%
WCM
582
Windham Capital Management
Massachusetts
$2.34M – – –
SSWM
583
Smith Salley Wealth Management
North Carolina
$2.34M – – –
BCM
584
BTC Capital Management
Iowa
$2.29M – – –
EGWAG
585
Elwood & Goetz Wealth Advisory Group
Georgia
$2.28M -$16.9K -76 -0.7%
MA
586
MONECO Advisors
Connecticut
$2.28M +$1.34M +6,040 +138%
LWM
587
Liberty Wealth Management
California
$2.26M +$440K +1,981 +24%
NEPWA
588
New England Private Wealth Advisors
Massachusetts
$2.25M +$5.56K +25 +0.2%
BJL
589
Brighton Jones LLC
Washington
$2.24M +$322K +1,447 +16%
VBFP
590
Valtinson Bruner Financial Planning
Minnesota
$2.23M +$384K +1,728 +22%
CBFP
591
Cedar Brook Financial Partners
Ohio
$2.2M -$126K -566 -5%
BHIC
592
Bassett Hargrove Investment Counsel
Delaware
$2.19M – – –
IA
593
IFP Advisors
Florida
$2.19M -$166K -748 -7%
MFIMFI
594
Mesirow Financial Investment Management - Fixed Income
Illinois
$2.19M – – –
DC
595
Davenport & Co
Virginia
$2.18M +$360K +1,620 +19%
CWA
596
Cornerstone Wealth Advisors
Minnesota
$2.18M -$144K -648 -6%
IWM
597
IHT Wealth Management
Illinois
$2.18M +$65.4K +294 +3%
PWA
598
Peterson Wealth Advisors
Utah
$2.17M +$62.7K +282 +3%
FA
599
FDx Advisors
Illinois
$2.17M -$34.7K -156 -2%
RWA
600
Ropes Wealth Advisors
Massachusetts
$2.15M +$30K +135 +1%
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