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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
HCC
751
Hirtle Callaghan & Co
Pennsylvania
$1.65M – – –
SQA
752
Simon Quick Advisors
New Jersey
$1.65M +$131K +620 +9%
SWA
753
Sutton Wealth Advisors
Florida
$1.65M +$30.3K +144 +2%
TF
754
Tompkins Financial
New York
$1.64M +$130K +618 +9%
KP
755
Keel Point
Alabama
$1.64M -$208K -987 -11%
GWMIA
756
Global Wealth Management Investment Advisory
Florida
$1.63M +$28K +133 +2%
D
757
Dentgroup
Louisiana
$1.62M +$3.37K +16 +0.2%
AW
758
ACG Wealth
Georgia
$1.62M -$147K -700 -8%
DSC
759
Duncker Streett & Co
Missouri
$1.61M -$167K -794 -9%
TFF
760
The Family Firm
Maryland
$1.61M +$453K +2,151 +40%
PAM
761
Peak Asset Management
Colorado
$1.61M +$199K +944 +14%
KA
762
Klingman & Associates
New York
$1.6M +$18.7K +89 +1%
TI
763
Truepoint Inc
Ohio
$1.59M +$64.8K +308 +4%
RFN
764
RDA Financial Network
Iowa
$1.58M +$67.2K +319 +4%
AAM
765
Ameraudi Asset Management
New York
$1.58M +$27.2K +129 +2%
SS
766
Simplicity Solutions
Minnesota
$1.58M -$1.19M -5,670 -43%
EB
767
Eastern Bank
Massachusetts
$1.57M -$2.15M -10,216 -58%
HFW
768
Horizon Family Wealth
Illinois
$1.56M +$37K +176 +2%
DAS
769
Dynamic Advisor Solutions
Arizona
$1.56M +$235K +1,117 +18%
FPIS
770
Financial Planning & Information Services
Wisconsin
$1.55M -$41.7K -198 -3%
VCM
771
Viewpoint Capital Management
Washington
$1.55M – – –
OWA
772
Outlook Wealth Advisors
Texas
$1.53M +$21.7K +103 +1%
MMPW
773
Mitchell McLeod Pugh & Williams
Alabama
$1.52M +$579K +2,750 +62%
SWM
774
SigFig Wealth Management
California
$1.52M +$319K +1,514 +27%
VCM
775
Virtue Capital Management
Tennessee
$1.51M -$1.24M -5,897 -45%
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