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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
WCWM
726
Willow Creek Wealth Management
California
$342K -$1.4K -9 -0.4%
TC
727
Toews Corporation
New Jersey
$341K -$1.4K -9 -0.4%
SFG
728
SNS Financial Group
Minnesota
$341K +$4.81K +31 +1%
TFA
729
TPG Financial Advisors
Oregon
$341K +$67K +432 +24%
KTM
730
Keeler Thomas Management
Utah
$340K +$343K +2,210 New
AIA
731
Alera Investment Advisors
Illinois
$339K -$13K -84 -4%
NPF
732
Norris Perne & French
Michigan
$337K – – –
NDSI
733
Newman Dignan & Sheerar Inc
Rhode Island
$337K +$1.86K +12 +0.6%
KL
734
KWMG LLC
Kansas
$335K -$6.2K -40 -2%
CPO
735
Cerity Partners OCIO
New York
$332K -$6.2K -40 -2%
OPCM
736
Osborne Partners Capital Management
California
$332K – – –
PCTC
737
Perkins Coie Trust Company
Washington
$330K -$145K -935 -30%
RA
738
RFG Advisory
Alabama
$329K +$25.7K +166 +8%
ATFA
739
All Terrain Financial Advisors
Minnesota
$328K – – –
HGWM
740
Harvest Group Wealth Management
Massachusetts
$327K +$329K +2,125 New
MSWMA
741
Market Street Wealth Management Advisors
Indiana
$326K +$66.2K +427 +25%
GLA
742
Good Life Advisors
Pennsylvania
$324K -$3.88K -25 -1%
NWP
743
Northstar Wealth Partners
Connecticut
$324K +$327K +2,107 New
TL
744
TrueWealth LLC
Georgia
$322K +$22.8K +147 +8%
RMCM
745
Reynders McVeigh Capital Management
Massachusetts
$321K -$9.3K -60 -3%
MIC
746
Means Investment Company
Maine
$321K +$29.3K +189 +10%
PFPT
747
Pinnacle Financial Partners (Tennessee)
Tennessee
$318K -$4.81K -31 -1%
MFW
748
Mosaic Family Wealth
Missouri
$317K – – –
CB
749
Community Bank
New York
$317K +$7.75K +50 +2%
TFF
750
The Family Firm
Maryland
$317K +$45K +290 +16%
28 29
30
31 32