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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
LDB
701
Lee, Danner & Bass
Tennessee
$664K – – –
BOM
702
Bank of Marin
California
$662K – – –
NGA
703
Naples Global Advisors
Florida
$662K +$5.84K +38 +0.9%
KM
704
Kalos Management
Georgia
$660K +$76.6K +499 +15%
XF
705
XML Financial
Maryland
$655K +$66.2K +431 +11%
PWW
706
Pettyjohn Wood & White
Virginia
$655K +$257K +1,676 +65%
RCA
707
Rex Capital Advisors
Rhode Island
$654K – – –
BWA
708
Burt Wealth Advisors
Maryland
$651K -$14K -91 -2%
FLA
709
Financial Life Advisors
Texas
$651K +$650K +4,233 New
ASW
710
Astoria Strategic Wealth
Texas
$643K -$5.68K -37 -0.9%
TCA
711
Transcend Capital Advisors
New Jersey
$643K +$642K +4,182 New
PO
712
Private Ocean
California
$642K -$9.52K -62 -1%
SWA
713
Sutton Wealth Advisors
Florida
$641K +$27.2K +177 +4%
G
714
Gainplan
Michigan
$638K +$52.1K +339 +9%
BCP
715
Berkeley Capital Partners
Georgia
$637K -$15.4K -100 -2%
CIAS
716
Capital Investment Advisory Services
North Carolina
$625K +$496K +3,229 +386%
AC
717
Avestar Capital
New York
$622K +$586K +3,815 New
VFA
718
Valeo Financial Advisors
Indiana
$615K -$43.6K -284 -7%
VFA
719
Voya Financial Advisors
Connecticut
$612K -$4.15K -27 -0.7%
SWPG
720
Strategic Wealth Partners Group
Illinois
$607K -$51.6K -336 -8%
MA
721
MONECO Advisors
Connecticut
$606K -$121K -785 -17%
SWM
722
Southern Wealth Management
Texas
$605K -$62.7K -408 -9%
ZCM
723
Ziegler Capital Management
Illinois
$598K – – –
CI
724
Chartist Inc
California
$597K +$596K +3,883 New
WF
725
Welch & Forbes
Massachusetts
$593K -$39.2K -255 -6%
27 28
29
30 31