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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
TFO
701
Tarbox Family Office
California
$1.67M – – –
SAF
702
Smith Anglin Financial
Texas
$1.66M +$48.3K +256 +3%
BHWM
703
Beaird Harris Wealth Management
Texas
$1.65M -$150K -793 -8%
D
704
Dentgroup
Louisiana
$1.65M +$47K +249 +3%
B
705
Bailard
California
$1.65M +$124K +659 +7%
IC
706
Inverness Counsel
New York
$1.64M – – –
RI
707
Ridgewood Investments
New Jersey
$1.64M +$24K +127 +1%
LFG
708
Larson Financial Group
Missouri
$1.63M +$106K +563 +6%
SFA
709
Sequoia Financial Advisors
Ohio
$1.62M -$233K -1,233 -11%
WFA
710
Wellspring Financial Advisors
Ohio
$1.62M -$12.7K -67 -0.7%
CFA
711
CWS Financial Advisors
Michigan
$1.61M +$81.2K +430 +5%
SC
712
Scotia Capital
Ontario, Canada
$1.61M +$133K +702 +8%
MAM
713
McLean Asset Management
Virginia
$1.61M -$14K -74 -0.8%
DCM
714
Dimension Capital Management
Florida
$1.61M – – –
RIG
715
Roosevelt Investment Group
New York
$1.61M +$35.5K +188 +2%
CTA
716
Colonial Trust Advisors
South Carolina
$1.59M +$144K +765 +9%
FT
717
Fiduciary Trust
Massachusetts
$1.58M +$158K +837 +10%
SFG
718
Sage Financial Group
Pennsylvania
$1.58M +$63.1K +334 +4%
TF
719
Tompkins Financial
New York
$1.58M +$56.8K +301 +3%
EWA
720
Encompass Wealth Advisors
Oregon
$1.57M -$314K -1,665 -15%
EWM
721
Evermay Wealth Management
Virginia
$1.56M -$52.7K -279 -3%
CM
722
Columbus Macro
Pennsylvania
$1.56M -$11.1K -59 -0.6%
MOS
723
MGO One Seven
Ohio
$1.56M -$258K -1,365 -13%
CSB
724
City State Bank
Iowa
$1.55M +$47.4K +251 +3%
DWP
725
Destiny Wealth Partners
Florida
$1.54M – – –
27 28
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