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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
LSAG
626
Lake Street Advisors Group
New Hampshire
$2.38M +$182K +865 +8%
HFAS
627
Hummer Financial Advisory Services
Illinois
$2.38M +$32.2K +153 +1%
BRM
628
Boston Research & Management
Massachusetts
$2.38M -$109K -520 -4%
SFA
629
Sequoia Financial Advisors
Ohio
$2.35M +$710K +3,374 +44%
OCM
630
Objective Capital Management
Ohio
$2.35M +$16K +76 +0.7%
SWA
631
Stratos Wealth Advisors
Ohio
$2.34M +$933K +4,430 +67%
DC
632
Davenport & Co
Virginia
$2.33M +$38.1K +181 +2%
SGCA
633
Steel Grove Capital Advisors
Tennessee
$2.33M +$867K +4,119 +60%
SW
634
SkyOak Wealth
Michigan
$2.32M +$462K +2,197 +25%
TIM
635
Tortoise Investment Management
New York
$2.32M +$22.5K +107 +1%
SPIO
636
Seven Post Investment Office
California
$2.31M – – –
DFA
637
DHK Financial Advisors
New Hampshire
$2.31M +$2.53K +12 +0.1%
TWP
638
Transparent Wealth Partners
Arkansas
$2.31M +$2.29M +10,885 New
MFG
639
Magnus Financial Group
New York
$2.31M +$1.23M +5,825 +116%
WIA
640
World Investment Advisors
California
$2.31M +$14.3K +68 +0.6%
AWM
641
Apollon Wealth Management
South Carolina
$2.29M -$74.7K -355 -3%
LHEI
642
Leo H. Evart Inc
California
$2.29M -$43.6K -207 -2%
WF
643
Warner Financial
Maryland
$2.29M +$449K +2,135 +25%
EGWAG
644
Elwood & Goetz Wealth Advisory Group
Georgia
$2.28M +$48.8K +232 +2%
VCP
645
Verus Capital Partners
Arizona
$2.28M +$2.45M +11,643 New
WCM
646
Windham Capital Management
Massachusetts
$2.28M – – –
RWP
647
Revolve Wealth Partners
New Jersey
$2.25M +$45.7K +217 +2%
MA
648
MONECO Advisors
Connecticut
$2.23M -$78.3K -372 -3%
BCM
649
BTC Capital Management
Iowa
$2.23M – – –
VCM
650
Vivaldi Capital Management
Illinois
$2.22M -$73.9K -351 -3%
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