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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
AG
601
Ascent Group
Virginia
$2.92M -$714K -3,779 -21%
GCA
602
Gradient Capital Advisors
California
$2.9M -$5.48K -29 -0.2%
CWC
603
Carolinas Wealth Consulting
North Carolina
$2.89M +$119K +631 +5%
AI
604
Accredited Investors
Minnesota
$2.87M -$15.5K -82 -0.6%
GSIS
605
Global Strategic Investment Solutions
Arizona
$2.85M -$131K -691 -5%
DWM
606
Dakota Wealth Management
Florida
$2.84M -$94.9K -502 -3%
LSAG
607
Lake Street Advisors Group
New Hampshire
$2.82M -$22.9K -121 -0.8%
GPWA
608
Great Point Wealth Advisors
Massachusetts
$2.82M +$4.16K +22 +0.2%
SF
609
Synovus Financial
Georgia
$2.82M +$25.9K +137 +1%
BIM
610
Bridges Investment Management
Nebraska
$2.79M – – –
PFM
611
Phillips Financial Management
Indiana
$2.79M -$13.6K -72 -0.5%
CAMG
612
CWA Asset Management Group
Florida
$2.79M -$355K -1,880 -12%
MF
613
Meridian Financial
Massachusetts
$2.79M -$4.35K -23 -0.2%
ONSWM
614
Old North State Wealth Management
North Carolina
$2.78M -$78.6K -416 -3%
MWM
615
Meridian Wealth Management
Kentucky
$2.77M +$55.6K +294 +2%
WFA
616
Wade Financial Advisory
California
$2.76M -$29.9K -158 -1%
SWA
617
SOA Wealth Advisors
New York
$2.75M -$163K -861 -6%
FRA
618
Frank Rimerman Advisors
California
$2.75M -$28.9K -153 -1%
CWM
619
Cranbrook Wealth Management
Michigan
$2.74M -$183K -966 -7%
AA
620
Alesco Advisors
New York
$2.74M – – –
BFA
621
Bragg Financial Advisors
North Carolina
$2.72M -$86.7K -459 -3%
WJWM
622
Williams Jones Wealth Management
New York
$2.72M -$74.8K -396 -3%
RFP
623
Roth Financial Partners
Texas
$2.71M -$24.6K -130 -0.9%
CI
624
Conning Inc
Connecticut
$2.71M – – –
SMC
625
Smith, Moore & Co
Missouri
$2.71M -$19.3K -102 -0.7%
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