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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
FT
751
Fiduciary Trust
Massachusetts
$1.89M +$120K +600 +6%
KFA
752
Kelleher Financial Advisors
New York
$1.89M +$289K +1,450 +17%
BJL
753
Brighton Jones LLC
Washington
$1.86M +$162K +811 +9%
DCM
754
Dimension Capital Management
Florida
$1.86M – – –
ACI
755
Alpha Cubed Investments
California
$1.86M -$27.5K -138 -1%
CFA
756
Cahill Financial Advisors
Minnesota
$1.86M +$3.19K +16 +0.2%
DWP
757
Destiny Wealth Partners
Florida
$1.85M -$63.2K -317 -3%
AIM
758
Alhambra Investment Management
Florida
$1.85M +$473K +2,375 +32%
RWP
759
RWA Wealth Partners
Massachusetts
$1.85M +$75.1K +377 +4%
WIM
760
Westside Investment Management
California
$1.84M +$9.96K +50 +0.5%
AFO
761
Arrowroot Family Office
California
$1.84M +$2.19K +11 +0.1%
TI
762
Truepoint Inc
Ohio
$1.83M +$22.3K +112 +1%
RSWM
763
Robertson Stephens Wealth Management
California
$1.83M -$1.05M -5,291 -35%
TF
764
Tompkins Financial
New York
$1.83M -$69.9K -351 -4%
ML
765
Mayport LLC
Massachusetts
$1.82M -$9.96K -50 -0.5%
PFSC
766
Peoples Financial Services Corp
Pennsylvania
$1.82M +$19.9K +100 +1%
JPLA
767
Joseph P. Lucia & Associates
New York
$1.82M -$96.6K -485 -5%
SFS
768
Security Financial Services
Indiana
$1.81M -$73.1K -367 -4%
PFPT
769
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.81M +$15.1K +76 +0.8%
JFA
770
JNBA Financial Advisors
Minnesota
$1.81M -$22.3K -112 -1%
VBFP
771
Valtinson Bruner Financial Planning
Minnesota
$1.81M +$181K +906 +10%
SFWC
772
Strategic Family Wealth Counselors
New Jersey
$1.8M -$150K -754 -7%
CP
773
Camelot Portfolios
Ohio
$1.78M -$268K -1,346 -12%
CGPCS
774
Capital Group Private Client Services
California
$1.78M +$26.1K +131 +1%
TFO
775
Tarbox Family Office
California
$1.78M -$11.4K -57 -0.6%
29 30
31
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