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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
CCFM
601
Clear Creek Financial Management
Washington
$2.59M -$96.8K -460 -4%
SMC
602
Smith, Moore & Co
Missouri
$2.58M +$569K +2,702 +29%
BWM
603
Brickley Wealth Management
California
$2.58M -$148K -701 -5%
ACA
604
Affinity Capital Advisors
California
$2.57M -$60.4K -287 -2%
BG
605
Benedetti & Gucer
Georgia
$2.57M +$71.8K +341 +3%
BFG
606
Beacon Financial Group
Texas
$2.56M +$7.58K +36 +0.3%
EBWM
607
Eagle Bluffs Wealth Management
Missouri
$2.56M +$454K +2,158 +22%
TA
608
TrueWealth Advisors
Alabama
$2.56M – – –
OWA
609
Octavia Wealth Advisors
Ohio
$2.56M +$46.1K +219 +2%
FI
610
FIDELIS iM
Oregon
$2.54M +$1.42M +6,760 +130%
FUBT
611
First United Bank & Trust
Maryland
$2.53M -$372K -1,767 -13%
IA
612
IFP Advisors
Florida
$2.53M +$2.09M +9,933 +94%
WA
613
Waverly Advisors
Alabama
$2.53M -$46.7K -222 -2%
JPLA
614
Joseph P. Lucia & Associates
New York
$2.51M +$276K +1,311 +12%
SYBT
615
Stock Yards Bank & Trust
Kentucky
$2.48M +$681K +3,236 +38%
MF
616
Meridian Financial
Massachusetts
$2.47M +$63.8K +303 +3%
AA
617
Alesco Advisors
New York
$2.47M +$57.9K +275 +2%
AWAP
618
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$2.47M +$463K +2,199 +23%
MPWT
619
MassMutual Private Wealth & Trust
Connecticut
$2.44M +$1.05K +5 +0%
MBFW
620
Morton Brown Family Wealth
Pennsylvania
$2.44M -$5.68K -27 -0.2%
SC
621
Stephens Consulting
Michigan
$2.44M +$893K +4,241 +59%
NFG
622
Nadler Financial Group
Illinois
$2.44M -$386K -1,835 -14%
AWA
623
Acorn Wealth Advisors
Michigan
$2.42M +$6.32K +30 +0.3%
CWM
624
Calamos Wealth Management
Illinois
$2.4M – – –
SFPM
625
Sensible Financial Planning & Management
Massachusetts
$2.39M +$138K +657 +6%
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25
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