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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
SFPM
601
Sensible Financial Planning & Management
Massachusetts
$648K +$153K +1,017 +22%
PFS
602
Prospera Financial Services
Texas
$640K -$86K -572 -9%
CCMD
603
Cypress Capital Management (Delaware)
Delaware
$637K -$751 -5 -0.1%
AT
604
Arden Trust
Delaware
$636K – – –
SG
605
StoneX Group
New York
$633K +$490K +3,260 +147%
B
606
Bailard
California
$632K +$221K +1,469 +37%
OA
607
Oxbow Advisors
Texas
$630K – – –
WS
608
Wedbush Securities
California
$630K +$1.65K +11 +0.2%
PWA
609
Peterson Wealth Advisors
Utah
$627K +$595K +3,958 +268%
CCA
610
Cobblestone Capital Advisors
New York
$621K -$60.1K -400 -7%
JPLA
611
Joseph P. Lucia & Associates
New York
$620K -$142K -943 -15%
DBT
612
Dubuque Bank & Trust
Iowa
$619K +$805K +5,358 New
WIA
613
World Investment Advisors
California
$617K +$804K +5,347 New
SG
614
Somerset Group
Minnesota
$616K +$3.61K +24 +0.5%
DFA
615
Delta Financial Advisors
Louisiana
$610K -$3.08M -20,517 -80%
PCMC
616
Private Capital Management (Colorado)
Colorado
$610K -$342K -2,275 -30%
DCM
617
Dimension Capital Management
Florida
$607K -$30.4K -202 -4%
WFG
618
Wills Financial Group
Virginia
$604K +$129K +860 +20%
PA
619
Probity Advisors
Texas
$602K – – –
HH
620
Hilltop Holdings
Texas
$601K -$451K -2,998 -37%
TF
621
Tompkins Financial
New York
$600K +$17.9K +119 +2%
TCA
622
Transcend Capital Advisors
New Jersey
$599K +$546K +3,632 +233%
TFA
623
TPG Financial Advisors
Oregon
$595K +$479K +3,189 +162%
CSIC
624
Clifford Swan Investment Counsel
California
$587K – – –
AMCA
625
Arthur M. Cohen & Associates
Illinois
$586K +$2.4K +16 +0.3%
23 24
25
26 27