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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
676
Soundmark Wealth Management
Washington
$2.13M +$1.08M +5,810 +100%
BWM
677
Brickley Wealth Management
California
$2.12M -$7.78K -42 -0.4%
BRM
678
Boston Research & Management
Massachusetts
$2.12M -$11.3K -61 -0.5%
AWA
679
Acorn Wealth Advisors
Michigan
$2.11M +$4.82K +26 +0.2%
GJIA
680
Glass Jacobson Investment Advisors
Maryland
$2.11M +$2.13M +11,481 New
VBFP
681
Valtinson Bruner Financial Planning
Minnesota
$2.11M -$60.8K -328 -3%
ECA
682
Elevated Capital Advisors
Utah
$2.09M -$80.3K -433 -4%
NFP
683
Narus Financial Partners
Utah
$2.08M -$521K -2,812 -20%
CWM
684
Calamos Wealth Management
Illinois
$2.07M – – –
FA
685
Forefront Analytics
Pennsylvania
$2.07M +$11.5K +62 +0.6%
HFAS
686
Hummer Financial Advisory Services
Illinois
$2.05M – – –
SSB
687
Sandy Spring Bank
Maryland
$2.05M -$154K -829 -7%
NEWAS
688
N.E.W. Advisory Services
Wisconsin
$2.04M -$33.2K -179 -2%
WTA
689
Washington Trust Advisors
Massachusetts
$2.02M -$7.27M -39,238 -78%
GLLW
690
Graves Light Lenhart Wealth
Virginia
$2.02M +$212K +1,145 +12%
WI
691
Wintrust Investments
Illinois
$2.02M +$35K +189 +2%
CBFP
692
Cedar Brook Financial Partners
Ohio
$2.01M -$73.6K -397 -4%
KA
693
Klingman & Associates
New York
$2.01M +$133K +719 +7%
TPW
694
Tiller Private Wealth
Pennsylvania
$2M -$1.27M -6,826 -38%
SPIO
695
Seven Post Investment Office
California
$2M – – –
MBFW
696
Morton Brown Family Wealth
Pennsylvania
$2M -$35K -189 -2%
FNT
697
First National Trust
Pennsylvania
$1.99M -$157K -848 -7%
SWA
698
Strategies Wealth Advisors
Michigan
$1.99M +$2.01M +10,844 New
RWA
699
Ropes Wealth Advisors
Massachusetts
$1.99M -$53.6K -289 -3%
SW
700
SkyOak Wealth
Michigan
$1.99M +$7.6K +41 +0.4%
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