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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
601
Wade Financial Advisory
California
$2.66M -$246K -1,270 -8%
FRA
602
Frank Rimerman Advisors
California
$2.65M – – –
AFP
603
Ausdal Financial Partners
Iowa
$2.64M +$257K +1,327 +11%
CWC
604
Carolinas Wealth Consulting
North Carolina
$2.64M +$5.43K +28 +0.2%
DWT
605
Dorsey & Whitney Trust
South Dakota
$2.63M -$16.9K -87 -0.6%
ACA
606
Affinity Capital Advisors
California
$2.63M -$82.2K -424 -3%
PAM
607
Peak Asset Management
Colorado
$2.62M +$1.27M +6,552 +90%
MFGM
608
Marshall Financial Group (Maryland)
Maryland
$2.61M -$45.4K -234 -2%
AA
609
Alesco Advisors
New York
$2.61M -$11.6K -60 -0.4%
RFP
610
Roth Financial Partners
Texas
$2.61M -$118K -610 -4%
JAG
611
Journey Advisory Group
Kentucky
$2.61M +$1.69M +8,701 +173%
SMC
612
Smith, Moore & Co
Missouri
$2.6M -$98.3K -507 -4%
PIAS
613
PCA Investment Advisory Services
Ohio
$2.59M +$2.65M +13,670 New
HWM
614
HFG Wealth Management
Texas
$2.59M +$2.65M +13,660 New
OCM
615
Objective Capital Management
Ohio
$2.59M +$155K +801 +6%
CI
616
Conning Inc
Connecticut
$2.58M -$296K -1,525 -10%
MWM
617
Meridian Wealth Management
Kentucky
$2.58M +$152K +785 +6%
UB
618
UMB Bank
Missouri
$2.57M -$942K -4,855 -26%
GPI
619
General Partner Inc
Pennsylvania
$2.56M – – –
BWA
620
BDO Wealth Advisors
Florida
$2.55M -$173K -892 -6%
WB
621
West Bancorporation
Iowa
$2.55M -$41.3K -213 -2%
SCM
622
SOL Capital Management
Maryland
$2.55M -$6.79K -35 -0.3%
TWM
623
Thrive Wealth Management
Pennsylvania
$2.53M +$26.2K +135 +1%
CA
624
Claro Advisors
Massachusetts
$2.52M -$221K -1,141 -8%
WA
625
Waverly Advisors
Alabama
$2.51M -$22.9K -118 -0.9%
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