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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
MOS
701
MGO One Seven
Ohio
$2.73M +$462K +2,397 +23%
LSAG
702
Lake Street Advisors Group
New Hampshire
$2.73M -$276K -1,433 -10%
PFM
703
Phillips Financial Management
Indiana
$2.73M -$28.1K -146 -1%
WJWM
704
Williams Jones Wealth Management
New York
$2.71M -$125K -647 -5%
SMC
705
Smith, Moore & Co
Missouri
$2.69M -$149K -774 -6%
SFA
706
Semmax Financial Advisors
North Carolina
$2.69M +$269K +1,394 +12%
BIM
707
Bridges Investment Management
Nebraska
$2.68M – – –
AA
708
Alesco Advisors
New York
$2.68M -$107K -555 -4%
FFC
709
First Financial Corp
Indiana
$2.68M +$832K +4,318 +52%
MA
710
Mosaic Advisors
Texas
$2.67M +$213K +1,108 +10%
EDRH
711
Edmond de Rothschild Holding
Switzerland
$2.67M – – –
LFA
712
Landmark Financial Advisors
Kentucky
$2.65M -$31.4K -163 -1%
KSWA
713
Kathleen S. Wright Associates
Pennsylvania
$2.65M +$201K +1,045 +9%
PIAS
714
PCA Investment Advisory Services
Ohio
$2.61M -$146K -757 -6%
R
715
Rebalance
California
$2.61M -$15.6K -81 -0.7%
CAMG
716
CWA Asset Management Group
Florida
$2.61M -$162K -841 -6%
SFA
717
Sequoia Financial Advisors
Ohio
$2.6M +$306K +1,588 +15%
TFA
718
Trinity Financial Advisors
Ohio
$2.59M -$127K -659 -5%
NFG
719
Nations Financial Group
Iowa
$2.58M -$64.5K -335 -3%
MPM
720
MBB Public Markets
Illinois
$2.56M +$2.31M +12,000 New
EFG
721
Embree Financial Group
Illinois
$2.53M +$2.29M +11,869 New
AWA
722
Acorn Wealth Advisors
Michigan
$2.53M +$25.8K +134 +1%
MHIC
723
Marble Harbor Investment Counsel
Massachusetts
$2.52M +$59.7K +310 +3%
FFN
724
Focus Financial Network
Minnesota
$2.52M +$334K +1,731 +17%
CM
725
Columbus Macro
Pennsylvania
$2.52M +$270K +1,399 +13%
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