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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
LAM
726
Lynch Asset Management
Pennsylvania
$1.9M +$1.94M +10,000 New
MFIMFI
727
Mesirow Financial Investment Management - Fixed Income
Illinois
$1.89M – – –
MBFW
728
Morton Brown Family Wealth
Pennsylvania
$1.88M -$184K -951 -9%
AIA
729
Angeles Investment Advisors
California
$1.88M +$1.92M +9,925 New
DP
730
Denver PWM
Colorado
$1.87M -$26.4K -136 -1%
DCM
731
Dimension Capital Management
Florida
$1.86M – – –
OBWG
732
Onyx Bridge Wealth Group
New York
$1.86M -$3.7M -19,083 -66%
IP
733
Investment Partners
Ohio
$1.86M -$124K -641 -6%
WCP
734
Wick Capital Partners
Pennsylvania
$1.85M +$425K +2,193 +29%
JFA
735
JNBA Financial Advisors
Minnesota
$1.85M -$21.7K -112 -1%
ML
736
Mayport LLC
Massachusetts
$1.84M +$37.2K +192 +2%
B
737
Bailard
California
$1.82M – – –
WIM
738
Westside Investment Management
California
$1.81M -$312K -1,611 -14%
TI
739
Truepoint Inc
Ohio
$1.81M +$7.95K +41 +0.4%
RI
740
Ridgewood Investments
New Jersey
$1.8M -$22.1K -114 -1%
FT
741
Fiduciary Trust
Massachusetts
$1.8M -$14.5K -75 -0.8%
SAF
742
Smith Anglin Financial
Texas
$1.8M +$5.82K +30 +0.3%
SFS
743
Security Financial Services
Indiana
$1.8M +$6.21K +32 +0.3%
WFA
744
Wellspring Financial Advisors
Ohio
$1.8M +$194 +1 +0%
IA
745
IFP Advisors
Florida
$1.79M -$3.43M -17,682 -55%
LHEI
746
Leo H. Evart Inc
California
$1.79M -$52.7K -272 -3%
TFO
747
Tarbox Family Office
California
$1.79M – – –
CAM
748
Columbia Asset Management
Michigan
$1.79M +$86.5K +446 +5%
AFO
749
Arrowroot Family Office
California
$1.79M +$1.83M +9,426 New
PFPT
750
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.77M – – –
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30
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