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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
LSAG
701
Lake Street Advisors Group
New Hampshire
$2.73M -$276K -1,433 -10%
PFM
702
Phillips Financial Management
Indiana
$2.73M -$28.1K -146 -1%
WJWM
703
Williams Jones Wealth Management
New York
$2.71M -$125K -647 -5%
SMC
704
Smith, Moore & Co
Missouri
$2.69M -$149K -774 -6%
SFA
705
Semmax Financial Advisors
North Carolina
$2.69M +$269K +1,394 +12%
BIM
706
Bridges Investment Management
Nebraska
$2.68M – – –
AA
707
Alesco Advisors
New York
$2.68M -$107K -555 -4%
FFC
708
First Financial Corp
Indiana
$2.68M +$832K +4,318 +52%
MA
709
Mosaic Advisors
Texas
$2.67M +$213K +1,108 +10%
EDRH
710
Edmond de Rothschild Holding
Switzerland
$2.67M – – –
LFA
711
Landmark Financial Advisors
Kentucky
$2.65M -$31.4K -163 -1%
KSWA
712
Kathleen S. Wright Associates
Pennsylvania
$2.65M +$201K +1,045 +9%
PIAS
713
PCA Investment Advisory Services
Ohio
$2.61M -$146K -757 -6%
R
714
Rebalance
California
$2.61M -$15.6K -81 -0.7%
CAMG
715
CWA Asset Management Group
Florida
$2.61M -$162K -841 -6%
SFA
716
Sequoia Financial Advisors
Ohio
$2.6M +$306K +1,588 +15%
TFA
717
Trinity Financial Advisors
Ohio
$2.59M -$127K -659 -5%
NFG
718
Nations Financial Group
Iowa
$2.58M -$64.5K -335 -3%
MPM
719
MBB Public Markets
Illinois
$2.56M +$2.31M +12,000 New
EFG
720
Embree Financial Group
Illinois
$2.53M +$2.29M +11,869 New
AWA
721
Acorn Wealth Advisors
Michigan
$2.53M +$25.8K +134 +1%
MHIC
722
Marble Harbor Investment Counsel
Massachusetts
$2.52M +$59.7K +310 +3%
FFN
723
Focus Financial Network
Minnesota
$2.52M +$334K +1,731 +17%
CM
724
Columbus Macro
Pennsylvania
$2.52M +$270K +1,399 +13%
FUBT
725
First United Bank & Trust
Maryland
$2.52M +$40.7K +211 +2%
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