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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
PBF
701
Petix & Botte Financial
California
$3.61M +$1.74K +7 +0%
RG
702
Rathbones Group
United Kingdom
$3.61M -$22.8K -92 -0.6%
IWM
703
IHT Wealth Management
Illinois
$3.6M +$147K +593 +4%
FUBT
704
First United Bank & Trust
Maryland
$3.6M +$92.8K +374 +3%
MWP
705
MYCIO Wealth Partners
Pennsylvania
$3.6M +$5.95K +24 +0.2%
RWM
706
Refined Wealth Management
Utah
$3.58M +$2.73K +11 +0.1%
CI
707
Cordant Inc
Oregon
$3.56M +$16.1K +65 +0.5%
KF
708
Krilogy Financial
Missouri
$3.56M +$3.48M +14,034 New
FCA
709
Fortis Capital Advisors
Kansas
$3.55M +$374K +1,508 +12%
HCMT
710
Highland Capital Management (Tennessee)
Tennessee
$3.54M +$52.6K +212 +2%
IIC
711
Ironwood Investment Counsel
Arizona
$3.54M -$63K -254 -2%
BFA
712
Blueprint Financial Advisors
North Carolina
$3.53M +$53.1K +214 +2%
HIM
713
Hanlon Investment Management
New Jersey
$3.53M +$74.2K +299 +2%
MF
714
Meridian Financial
Massachusetts
$3.52M -$26K -105 -0.8%
WFA
715
West Financial Advisors
Iowa
$3.51M +$22.1K +89 +0.6%
TIM
716
Tortoise Investment Management
New York
$3.49M +$7.94K +32 +0.2%
SWP
717
Summit Wealth Partners
Florida
$3.49M -$276K -1,111 -7%
OGF
718
Orin Green Financial
California
$3.49M +$126K +508 +4%
RBC
719
Roble Belko & Company
Pennsylvania
$3.48M -$1.17M -4,737 -26%
GPI
720
General Partner Inc
Pennsylvania
$3.45M – – –
MDA
721
Minot DeBlois Advisors
Massachusetts
$3.42M -$69.9K -282 -2%
BWA
722
Beam Wealth Advisors
Louisiana
$3.42M -$821K -3,312 -20%
DWM
723
Dakota Wealth Management
Florida
$3.42M -$156K -630 -4%
TMWM
724
Taylor & Morgan Wealth Management
Michigan
$3.42M -$83.1K -335 -2%
GCA
725
Gradient Capital Advisors
California
$3.38M -$47.1K -190 -1%
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