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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMA
751
Pension & Wealth Management Advisors
Massachusetts
$2.92M – – –
PCS
752
Private Client Services
Kentucky
$2.91M +$680K +3,046 +33%
ALA
753
Atlas Legacy Advisors
California
$2.91M +$1.46M +6,540 +114%
DT
754
Diversified Trust
Tennessee
$2.91M -$120K -536 -4%
WF
755
Welch & Forbes
Massachusetts
$2.9M -$2.45K -11 -0.1%
EFP
756
Elser Financial Planning
Indiana
$2.89M +$1.61M +7,195 +144%
CFS
757
Coordinated Financial Services
Colorado
$2.88M +$23.4K +105 +0.9%
CPW
758
Cove Private Wealth
New York
$2.88M +$1.09M +4,870 +67%
TCA
759
Transcend Capital Advisors
New Jersey
$2.88M -$111K -496 -4%
MWM
760
Maripau Wealth Management
Indiana
$2.87M -$294K -1,317 -10%
AIP
761
Ameritas Investment Partners
Nebraska
$2.87M +$184K +824 +7%
OFS
762
Orrstown Financial Services
Pennsylvania
$2.86M +$401K +1,798 +17%
RFP
763
Roth Financial Partners
Texas
$2.86M -$344K -1,542 -11%
GWA
764
Gibson Wealth Advisors
Texas
$2.86M -$29.9K -134 -1%
SWM
765
SigFig Wealth Management
California
$2.86M +$423K +1,894 +19%
BWM
766
Boyd Wealth Management
California
$2.85M +$387K +1,735 +17%
IRAG
767
Investment Research & Advisory Group
Georgia
$2.85M -$17.2K -77 -0.6%
EGWAG
768
Elwood & Goetz Wealth Advisory Group
Georgia
$2.82M +$512K +2,296 +24%
MHIC
769
Marble Harbor Investment Counsel
Massachusetts
$2.82M – – –
KFA
770
Kelleher Financial Advisors
New York
$2.82M +$13.6K +61 +0.5%
FA
771
Flagstar Advisors
New York
$2.81M -$219K -981 -8%
AG
772
Ascent Group
Virginia
$2.81M -$4.07M -18,245 -61%
BIG
773
Brookwood Investment Group
Arizona
$2.8M -$174K -782 -6%
FGWP
774
Founders Grove Wealth Partners
Virginia
$2.79M +$715K +3,203 +37%
HFAS
775
Hummer Financial Advisory Services
Illinois
$2.79M +$112K +500 +4%
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