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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
776
Destination Wealth Management
California
$73K +$20.2K +125 +38%
SFA
777
Stewardship Financial Advisors
Georgia
$70K +$69.2K +428 New
YWP
778
YorkBridge Wealth Partners
New York
$68K -$64.7K -400 -48%
WOC
779
West Oak Capital
California
$68K +$67.6K +418 New
PW
780
Price Wealth
Texas
$67K – – –
CB
781
CNB Bank
Pennsylvania
$67K +$2.75K +17 +4%
WF
782
WealthTrust Fairport
Ohio
$66K -$32.7K -202 -33%
RWA
783
River Wealth Advisors
Pennsylvania
$64K – – –
RFA
784
Reilly Financial Advisors
California
$61K +$7.76K +48 +15%
PCFFS
785
Pacific Center for Financial Services
California
$58K – – –
CDIA
786
Capital Directions Investment Advisors
Georgia
$57K -$1.96M -12,094 -97%
SCM
787
Southport Capital Management
Tennessee
$54K +$53.9K +333 New
BCI
788
Brinker Capital Investments
Pennsylvania
$51K – – –
CTB
789
Country Trust Bank
Illinois
$50K +$49.7K +307 New
DBT
790
Dubuque Bank & Trust
Iowa
$49K – – –
MM
791
Main Management
California
$48K +$48.5K +300 New
TCM
792
Tradewinds Capital Management
Washington
$46K – – –
CHP
793
Cable Hill Partners
Oregon
$42K – – –
CAGAS
794
Capital Advisory Group Advisory Services
Minnesota
$42K – – –
WC
795
Whitnell & Co
Illinois
$42K – – –
LIA
796
LS Investment Advisors
Michigan
$40K – – –
JA
797
JOYN Advisors
Georgia
$39K – – –
BWM
798
Baystate Wealth Management
Massachusetts
$38K +$18.8K +116 +85%
RWM
799
Raffa Wealth Management
District of Columbia
$36.3K +$1.62K +10 +5%
LFG
800
LifePlan Financial Group
Ohio
$36K +$4.21K +26 +13%
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