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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
601
Stratos Wealth Advisors
Ohio
$2.3M +$397K +2,054 +19%
MF
602
Meridian Financial
Massachusetts
$2.28M +$256K +1,326 +11%
SFPM
603
Sensible Financial Planning & Management
Massachusetts
$2.27M +$320K +1,659 +15%
MIS
604
Morningstar Investment Services
Illinois
$2.27M -$64.1K -332 -3%
SC
605
Sepio Capital
Utah
$2.25M -$2.57M -13,300 -51%
SWA
606
Strategies Wealth Advisors
Michigan
$2.25M -$6.57K -34 -0.3%
WA
607
Waverly Advisors
Alabama
$2.23M +$147K +760 +6%
PG
608
Proffitt & Goodson
Tennessee
$2.23M +$844K +4,371 +53%
CIA
609
Compass Ion Advisors
Pennsylvania
$2.2M -$110K -572 -4%
EDRH
610
Edmond de Rothschild Holding
Switzerland
$2.2M – – –
RWP
611
Revolve Wealth Partners
New Jersey
$2.2M +$364K +1,885 +18%
CCA
612
Checchi Capital Advisers
California
$2.19M -$1.31M -6,805 -38%
VWA
613
V Wealth Advisors
Kansas
$2.19M -$236K -1,223 -9%
IBOK
614
Independence Bank of Kentucky
Kentucky
$2.18M +$761K +3,940 +47%
BG
615
Benedetti & Gucer
Georgia
$2.18M +$3.67K +19 +0.2%
SMC
616
Smith, Moore & Co
Missouri
$2.16M +$25.3K +131 +1%
BFG
617
Beacon Financial Group
Texas
$2.16M +$4.44K +23 +0.2%
LF
618
Lee Financial
Texas
$2.16M +$2.36M +12,222 +61,110%
HTC
619
Haverford Trust Company
Pennsylvania
$2.15M – – –
EBWM
620
Eagle Bluffs Wealth Management
Missouri
$2.15M +$31.3K +162 +1%
FF
621
Financial Futures
New Jersey
$2.14M -$2.78M -14,381 -54%
LWP
622
Laurel Wealth Planning
Minnesota
$2.14M -$424K -2,195 -15%
CL
623
CPWM LLC
Washington
$2.13M -$175K -906 -7%
SFA
624
Semmax Financial Advisors
North Carolina
$2.13M +$126K +652 +7%
AWAP
625
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$2.12M +$83.8K +434 +4%
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