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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
601
Ameritas Investment Partners
Nebraska
$2.11M +$124K +590 +6%
CFA
602
Cahill Financial Advisors
Minnesota
$2.1M +$255K +1,209 +14%
HPWM
603
Highland Private Wealth Management
Washington
$2.09M -$83.6K -397 -4%
FHB
604
First Hawaiian Bank
Hawaii
$2.07M – – –
NEGWA
605
New England Guild Wealth Advisors
Connecticut
$2.07M +$1.16M +5,508 +132%
SC
606
Schoolcraft Capital
Colorado
$2.06M -$1.16M -5,496 -36%
CBFP
607
Cedar Brook Financial Partners
Ohio
$2.06M +$485K +2,300 +32%
PD
608
Planning Directions
Pennsylvania
$2.05M -$123K -585 -6%
DSC
609
Duncker Streett & Co
Missouri
$2.04M +$8.01K +38 +0.4%
AAMC
610
Asset Allocation & Management Company
Illinois
$2.04M +$1.01M +4,800 +101%
WI
611
Wintrust Investments
Illinois
$2.04M +$2.01M +9,529 New
LWM
612
Liberty Wealth Management
California
$2.04M – – –
SAF
613
Smith Anglin Financial
Texas
$2.04M +$72.5K +344 +4%
RI
614
Ridgewood Investments
New Jersey
$2.02M +$853K +4,049 +75%
ACI
615
Alpha Cubed Investments
California
$2M +$491K +2,333 +33%
SPA
616
Sentinel Pension Advisors
Massachusetts
$1.99M +$8.13M +38,609 +1,819%
BAMG
617
Brand Asset Management Group
Missouri
$1.98M -$52.7K -250 -3%
CM
618
Columbus Macro
Pennsylvania
$1.98M -$14.1K -67 -0.7%
SPIO
619
Seven Post Investment Office
California
$1.95M +$1.53M +7,284 +398%
RVPG
620
Relative Value Partners Group
$1.94M +$1.41M +6,678 +281%
TFO
621
Tarbox Family Office
California
$1.94M – – –
CFA
622
Carroll Financial Associates
North Carolina
$1.94M +$207K +984 +12%
PWA
623
Peterson Wealth Advisors
Utah
$1.93M -$9.9K -47 -0.5%
B
624
Bailard
California
$1.92M +$264K +1,254 +16%
FC
625
Ferris Capital
Massachusetts
$1.92M +$284K +1,348 +18%
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