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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
701
Fi3 Financial Advisors
Indiana
$4.54M -$5.76M -20,109 -75%
GJIA
702
Glass Jacobson Investment Advisors
Maryland
$4.54M +$201K +701 +5%
RSWM
703
Robertson Stephens Wealth Management
California
$4.53M -$508K -1,772 -11%
WIM
704
Waycross Investment Management
Washington
$4.53M +$4.28M +14,949 New
LWM
705
LongView Wealth Management
Georgia
$4.51M -$306K -1,067 -7%
HTWM
706
Hartmann Taylor Wealth Management
Texas
$4.51M – – –
CPA
707
Compass Planning Associates
Massachusetts
$4.49M +$368K +1,285 +9%
MCG
708
McCollum Christoferson Group
New York
$4.46M +$1.54M +5,367 +57%
FCM
709
Family Capital Management
Michigan
$4.44M +$3.44K +12 +0.1%
G
710
GenTrust
Florida
$4.43M -$23.8K -83 -0.6%
AIP
711
Ameritas Investment Partners
Nebraska
$4.41M +$406K +1,416 +11%
SIMC
712
Squire Investment Management Company
Utah
$4.39M +$12.3K +43 +0.3%
CSPIA
713
Cary Street Partners Investment Advisory
Virginia
$4.39M +$1.19M +4,169 +40%
BFA
714
Blueprint Financial Advisors
North Carolina
$4.38M +$136K +475 +3%
TWM
715
Timmons Wealth Management
Massachusetts
$4.37M +$18.3K +64 +0.4%
LSWP
716
Liberty Square Wealth Partners
Pennsylvania
$4.37M -$182K -635 -4%
CFG
717
Cassilly Financial Group
Maryland
$4.37M +$177K +618 +4%
CI
718
Cordant Inc
Oregon
$4.36M -$1.72K -6 -0%
TIM
719
Tortoise Investment Management
New York
$4.36M +$186K +650 +5%
GWM
720
Greenwich Wealth Management
Connecticut
$4.35M – – –
YIM
721
Yoffe Investment Management
Pennsylvania
$4.35M – – –
PIAS
722
PCA Investment Advisory Services
Ohio
$4.35M -$383K -1,335 -9%
HCMT
723
Highland Capital Management (Tennessee)
Tennessee
$4.33M -$18.1K -63 -0.4%
FFL
724
Financial Freedom LLC
Ohio
$4.32M -$4.87K -17 -0.1%
RG
725
Rathbones Group
United Kingdom
$4.32M +$18.9K +66 +0.5%
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