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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
726
Congress Wealth Management
Massachusetts
$3.25M +$345K +1,402 +12%
AF
727
Advisornet Financial
Minnesota
$3.25M +$222K +902 +7%
GLA
728
Great Lakes Advisors
Illinois
$3.24M +$19.2K +78 +0.6%
AI
729
Accredited Investors
Minnesota
$3.24M +$3.69K +15 +0.1%
CAMG
730
CWA Asset Management Group
Florida
$3.22M +$460K +1,871 +16%
BFA
731
Bragg Financial Advisors
North Carolina
$3.22M -$55.6K -226 -2%
HT
732
Heritage Trust
Oklahoma
$3.22M +$3.29M +13,382 New
PF
733
Parker Financial
Washington
$3.21M -$848K -3,447 -21%
OCM
734
Objective Capital Management
Ohio
$3.2M -$184K -748 -5%
NFC
735
Northstar Financial Companies
Pennsylvania
$3.19M +$3.27M +13,292 New
SCM
736
SOL Capital Management
Maryland
$3.17M +$40.6K +165 +1%
GCA
737
Gradient Capital Advisors
California
$3.16M -$150K -610 -4%
DT
738
Diversified Trust
Tennessee
$3.14M +$234K +953 +8%
WGC
739
Watts Gwilliam & Co
Arizona
$3.13M -$26.6K -108 -0.8%
CRFG
740
Columbia River Financial Group
Washington
$3.13M +$3.21M +13,044 New
PIAS
741
PCA Investment Advisory Services
Ohio
$3.13M -$36.7K -149 -1%
BAMG
742
Brand Asset Management Group
Missouri
$3.12M +$79.7K +324 +3%
WF
743
Welch & Forbes
Massachusetts
$3.1M +$2.71K +11 +0.1%
FPCP
744
Fort Point Capital Partners
California
$3.09M +$922K +3,749 +41%
VP
745
Verum Partners
North Carolina
$3.09M +$10.8K +44 +0.3%
CAM
746
Columbia Asset Management
Michigan
$3.05M +$66.9K +272 +2%
AO
747
Advisor OS
Illinois
$3.04M -$3.15M -12,803 -50%
MWM
748
Maripau Wealth Management
Indiana
$3.02M +$3.09M +12,555 New
SOS
749
Silver Oak Securities
Tennessee
$3.01M -$1.5M -6,114 -33%
EDRH
750
Edmond de Rothschild Holding
Switzerland
$3M – – –
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