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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
TSW
801
Thompson Siegel & Walmsley
Virginia
$16K – – –
PMFA
802
Plante Moran Financial Advisors
Michigan
$15K – – –
PGA
803
Premia Global Advisors
Florida
$15K – – –
LFASL
804
Lugano Financial Advisors SA (LFA)
Switzerland
$15K +$15.3K +100 New
GBBWRPM
805
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$12K -$34.4K -225 -75%
ACS
806
Archford Capital Strategies
Illinois
$12K – – –
FPFS
807
First Personal Financial Services
North Carolina
$12K – – –
PGWM
808
Parisi Gray Wealth Management
New Jersey
$12K – – –
PG
809
Patten Group
Tennessee
$12K – – –
MSA
810
Marino Stram & Associates
Massachusetts
$11K +$4.13K +27 +63%
IGGA
811
Iron Gate Global Advisors
Utah
$11K +$11K +72 New
HT
812
Heritage Trust
Oklahoma
$10K – – –
SIS
813
Sound Income Strategies
Florida
$10K – – –
CWA
814
Clarus Wealth Advisors
Arizona
$10K +$10.7K +70 New
BWM
815
BerganKDV Wealth Management
Minnesota
$9K +$8.87K +58 New
TAIM
816
TD Ameritrade Investment Management
Nebraska
$9K +$9.33K +61 New
GI
817
Gradient Investments
Minnesota
$8K -$24.6K -161 -76%
HMS
818
Hanseatic Management Services
New Mexico
$8K -$4.74K -31 -36%
BCM
819
Brasada Capital Management
Texas
$8K – – –
ME
820
McIlrath & Eck
Washington
$8K – – –
HCC
821
Hirtle Callaghan & Co
Pennsylvania
$7K – – –
MWM
822
MinichMacGregor Wealth Management
New York
$7K +$7.8K +51 New
FMTCOCP
823
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$6K – – –
JWA
824
JFS Wealth Advisors
Pennsylvania
$6K – – –
LGWM
825
Litman Gregory Wealth Management
California
$6K – – –
31 32
33
34 35