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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
TA
626
TrueWealth Advisors
Alabama
$2.56M +$115K +505 +5%
CWM
627
Calamos Wealth Management
Illinois
$2.55M – – –
FHA
628
First Horizon Advisors
Tennessee
$2.54M +$374K +1,644 +17%
ACI
629
Alpha Cubed Investments
California
$2.54M +$331K +1,455 +15%
WA
630
Waverly Advisors
Alabama
$2.54M +$84.5K +372 +3%
AWM
631
Apollon Wealth Management
South Carolina
$2.52M +$360K +1,586 +17%
DCM
632
Dimension Capital Management
Florida
$2.5M +$672K +2,959 +36%
HFAS
633
Hummer Financial Advisory Services
Illinois
$2.5M -$220K -970 -8%
RBC
634
Roble Belko & Company
Pennsylvania
$2.49M -$935K -4,113 -27%
LHEI
635
Leo H. Evart Inc
California
$2.49M +$2.5M +11,000 New
OCM
636
Objective Capital Management
Ohio
$2.48M +$2.5M +10,980 New
BHWM
637
Beaird Harris Wealth Management
Texas
$2.47M +$2.49M +10,943 New
KTM
638
Keeler Thomas Management
Utah
$2.47M -$165K -727 -6%
SPIO
639
Seven Post Investment Office
California
$2.46M – – –
SFA
640
Semmax Financial Advisors
North Carolina
$2.46M -$417K -1,837 -14%
DFA
641
DHK Financial Advisors
New Hampshire
$2.46M +$2.47M +10,873 New
SWM
642
Spire Wealth Management
Virginia
$2.45M -$281K -1,237 -10%
TIM
643
Tortoise Investment Management
New York
$2.44M +$298K +1,313 +14%
DC
644
Davenport & Co
Virginia
$2.44M +$181K +796 +8%
FHC
645
First Heartland Consultants
Missouri
$2.43M -$8.63K -38 -0.4%
WCM
646
Windham Capital Management
Massachusetts
$2.42M – – –
IA
647
IFP Advisors
Florida
$2.4M +$139K +610 +6%
SFPM
648
Sensible Financial Planning & Management
Massachusetts
$2.39M +$174K +764 +8%
TLFA
649
True Link Financial Advisors
California
$2.38M +$853K +3,753 +56%
BCM
650
BTC Capital Management
Iowa
$2.37M – – –
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