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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
701
SigFig Wealth Management
California
$2.92M -$388K -1,806 -12%
PFM
702
Phillips Financial Management
Indiana
$2.91M -$12.7K -59 -0.5%
WF
703
Welch & Forbes
Massachusetts
$2.89M -$48.4K -225 -2%
SFA
704
Sequoia Financial Advisors
Ohio
$2.89M +$100K +466 +4%
AWA
705
Acorn Wealth Advisors
Michigan
$2.88M +$168K +779 +7%
BIM
706
Bridges Investment Management
Nebraska
$2.87M – – –
MA
707
Mosaic Advisors
Texas
$2.87M +$7.96K +37 +0.3%
LFAS
708
Level Four Advisory Services
Texas
$2.87M – – –
CAMG
709
CWA Asset Management Group
Florida
$2.86M +$65.6K +305 +2%
EDRH
710
Edmond de Rothschild Holding
Switzerland
$2.86M – – –
CA
711
Capital Advantage
California
$2.86M +$2.76M +12,812 New
FUBT
712
First United Bank & Trust
Maryland
$2.84M +$131K +607 +5%
FFN
713
Focus Financial Network
Minnesota
$2.84M +$353K +1,643 +14%
AA
714
Alesco Advisors
New York
$2.84M -$33.3K -155 -1%
TFA
715
Trinity Financial Advisors
Ohio
$2.83M +$54K +251 +2%
RFG
716
REAP Financial Group
Texas
$2.83M -$129K -602 -5%
SMC
717
Smith, Moore & Co
Missouri
$2.82M -$63.2K -294 -2%
IA
718
IFP Advisors
Florida
$2.8M -$156K -724 -6%
R
719
Rebalance
California
$2.79M -$6.88K -32 -0.3%
MPW
720
MA Private Wealth
California
$2.78M -$462K -2,148 -15%
MPM
721
MBB Public Markets
Illinois
$2.77M +$28.4K +132 +1%
KSWA
722
Kathleen S. Wright Associates
Pennsylvania
$2.77M -$62.4K -290 -2%
CWM
723
Cranbrook Wealth Management
Michigan
$2.76M -$213K -990 -8%
WB
724
West Bancorporation
Iowa
$2.75M -$717K -3,334 -22%
MHIC
725
Marble Harbor Investment Counsel
Massachusetts
$2.75M +$43.7K +203 +2%
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