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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
651
Alesco Advisors
New York
$1.92M -$66.1K -350 -3%
VBFP
652
Valtinson Bruner Financial Planning
Minnesota
$1.92M -$542K -2,870 -20%
FA
653
Forefront Analytics
Pennsylvania
$1.92M +$7.93K +42 +0.4%
SFWC
654
Strategic Family Wealth Counselors
New Jersey
$1.91M +$186K +986 +10%
HFAS
655
Hummer Financial Advisory Services
Illinois
$1.91M -$6.61K -35 -0.3%
MFG
656
Magnus Financial Group
New York
$1.9M -$149K -791 -7%
RWA
657
Ropes Wealth Advisors
Massachusetts
$1.9M +$26.1K +138 +1%
MBFW
658
Morton Brown Family Wealth
Pennsylvania
$1.89M -$24.4K -129 -1%
CL
659
CPWM LLC
Washington
$1.89M -$193K -1,023 -8%
JPLA
660
Joseph P. Lucia & Associates
New York
$1.89M +$70.8K +375 +4%
MMPW
661
Mitchell McLeod Pugh & Williams
Alabama
$1.87M +$652K +3,451 +46%
CA
662
Claro Advisors
Massachusetts
$1.87M – – –
SPIO
663
Seven Post Investment Office
California
$1.87M +$2.06M +10,918 New
FRA
664
Frank Rimerman Advisors
California
$1.86M +$904K +4,789 +78%
MA
665
Mosaic Advisors
Texas
$1.86M -$207K -1,095 -9%
GLA
666
Great Lakes Advisors
Illinois
$1.85M +$94.8K +502 +5%
AL
667
Aspiriant LLC
California
$1.85M -$482K -2,553 -19%
WI
668
Wintrust Investments
Illinois
$1.84M +$104K +551 +5%
SW
669
SkyOak Wealth
Michigan
$1.84M +$20.4K +108 +1%
GWM
670
Greenwich Wealth Management
Connecticut
$1.83M +$104K +551 +5%
WIA
671
World Investment Advisors
California
$1.81M -$27.6K -146 -1%
TIM
672
Tortoise Investment Management
New York
$1.8M -$78.2K -414 -4%
BCM
673
BTC Capital Management
Iowa
$1.79M – – –
BFG
674
Berger Financial Group
Minnesota
$1.79M -$153K -813 -7%
CFO
675
Collective Family Office
Pennsylvania
$1.78M -$75.5K -400 -4%
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