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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
KA
676
Klingman & Associates
New York
$1.84M +$568K +2,941 +39%
BHWM
677
Beaird Harris Wealth Management
Texas
$1.84M +$103K +531 +5%
GLA
678
Great Lakes Advisors
Illinois
$1.82M – – –
RCM
679
Radnor Capital Management
Pennsylvania
$1.81M – – –
WI
680
Wintrust Investments
Illinois
$1.8M +$195K +1,012 +11%
CBFP
681
Cedar Brook Financial Partners
Ohio
$1.79M -$414K -2,142 -17%
IGWM
682
ICA Group Wealth Management
Colorado
$1.79M -$67.6K -350 -4%
SFWC
683
Strategic Family Wealth Counselors
New Jersey
$1.79M +$186K +962 +10%
EGWAG
684
Elwood & Goetz Wealth Advisory Group
Georgia
$1.79M -$104K -541 -5%
GWM
685
Greenwich Wealth Management
Connecticut
$1.79M +$268K +1,390 +16%
CA
686
CoreCap Advisors
Michigan
$1.79M +$214K +1,108 +12%
JFA
687
JNBA Financial Advisors
Minnesota
$1.78M -$21.2K -110 -1%
FUBT
688
First United Bank & Trust
Maryland
$1.76M -$370K -1,915 -16%
MFIMFI
689
Mesirow Financial Investment Management - Fixed Income
Illinois
$1.76M – – –
NFG
690
Nations Financial Group
Iowa
$1.76M +$125K +648 +7%
PFG
691
Pinnacle Financial Group
Illinois
$1.75M +$176K +910 +10%
GLLW
692
Graves Light Lenhart Wealth
Virginia
$1.7M +$1.32M +6,841 +242%
PAIM
693
Punch & Associates Investment Management
Minnesota
$1.7M +$1.76M +9,090 +1,603%
NEPWA
694
New England Private Wealth Advisors
Massachusetts
$1.7M -$966 -5 -0.1%
VCP
695
Verus Capital Partners
Arizona
$1.69M -$398K -2,063 -18%
WFA
696
Wellspring Financial Advisors
Ohio
$1.68M -$1.26M -6,514 -41%
WAP
697
Wealthcare Advisory Partners
Pennsylvania
$1.68M +$40.6K +210 +2%
IC
698
Inverness Counsel
New York
$1.68M – – –
FA
699
FDx Advisors
Illinois
$1.67M -$48.1K -249 -3%
BP
700
BBR Partners
New York
$1.67M -$3.02M -15,630 -62%
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