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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
MIG
776
McGuire Investment Group
Rhode Island
$439K -$20.1K -150 -5%
1SB
777
1ST Source Bank
Indiana
$439K +$24.4K +182 +6%
SWM
778
SigFig Wealth Management
California
$437K -$125K -933 -24%
TW
779
TrinityPoint Wealth
Connecticut
$436K -$14.2K -106 -3%
RG
780
Rathbones Group
United Kingdom
$429K – – –
PG
781
Proffitt & Goodson
Tennessee
$429K +$181K +1,349 +85%
ACP
782
Ashfield Capital Partners
California
$428K -$160K -1,194 -29%
LCM
783
Logan Capital Management
Pennsylvania
$426K – – –
LA
784
LexAurum Advisors
Kansas
$425K +$84.3K +628 +27%
GLA
785
Good Life Advisors
Pennsylvania
$424K -$38.5K -287 -9%
FI
786
FormulaFolio Investments
Michigan
$424K +$391K +2,911 New
BCM
787
Breiter Capital Management
Florida
$423K -$175K -1,300 -31%
RHBC
788
R.H. Bluestein & Co
Michigan
$422K +$389K +2,895 New
MFG
789
Merit Financial Group
Georgia
$418K -$29.3K -218 -7%
NG
790
Northstar Group
New York
$415K -$13.4K -100 -3%
GLLW
791
Graves Light Lenhart Wealth
Virginia
$414K +$49.7K +370 +15%
WCWM
792
Willow Creek Wealth Management
California
$410K – – –
LC
793
Lindbrook Capital
California
$405K – – –
CFC
794
Coyle Financial Counsel
Illinois
$403K -$43K -320 -10%
AF
795
Affiance Financial
Minnesota
$402K -$67.9K -506 -15%
BFM
796
Boston Financial Management
Massachusetts
$402K -$43.6K -325 -11%
RMC
797
Resources Management Corp
Connecticut
$400K +$70K +521 +23%
GAM
798
Griffin Asset Management
New York
$398K -$36.5K -272 -9%
NSIM
799
North Star Investment Management
Illinois
$396K -$87.4K -651 -19%
ECM
800
EagleClaw Capital Management
Massachusetts
$396K – – –
30 31
32
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