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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
BCA
801
Bay Colony Advisors
Massachusetts
$391K -$5.37K -40 -1%
FFN
802
Focus Financial Network
Minnesota
$385K -$536K -3,991 -60%
BFO
803
Boston Family Office
Massachusetts
$385K – – –
KL
804
KWMG LLC
Kansas
$383K +$19.3K +144 +6%
CFD
805
Creative Financial Designs
Indiana
$381K +$278K +2,068 +378%
SFP
806
Strategic Financial Partners
Oregon
$380K +$51.3K +382 +17%
DI
807
Disciplined Investments
Oklahoma
$379K +$18.9K +141 +6%
ECM
808
Exchange Capital Management
Michigan
$378K – – –
PWW
809
Pettyjohn Wood & White
Virginia
$376K – – –
KCM
810
Kendall Capital Management
Maryland
$375K – – –
CCA
811
Conservest Capital Advisors
Pennsylvania
$374K – – –
CIA
812
Compass Ion Advisors
Pennsylvania
$373K +$32.6K +243 +10%
BMCM
813
Bryn Mawr Capital Management
Pennsylvania
$368K -$10.2K -76 -3%
SIA
814
Soltis Investment Advisors
Utah
$368K +$4.7K +35 +1%
OSNBOA
815
Old Second National Bank of Aurora
Illinois
$365K -$72.4K -539 -18%
TP
816
Tranquility Partners
Tennessee
$364K -$24.7K -184 -7%
LFG
817
LifePlan Financial Group
Ohio
$364K +$218K +1,625 +187%
GP
818
Girard Partners
Pennsylvania
$363K -$73.2K -545 -18%
MWA
819
Moser Wealth Advisors
Washington
$362K – – –
PWP
820
Personal Wealth Partners
Minnesota
$362K +$333K +2,482 New
SBH
821
Segall Bryant & Hamill
Illinois
$360K -$106K -790 -24%
VBFP
822
Valtinson Bruner Financial Planning
Minnesota
$358K +$12.4K +92 +4%
WP
823
WMS Partners
Maryland
$358K +$330K +2,457 New
BWM
824
BigSur Wealth Management
Florida
$354K – – –
RVPG
825
Relative Value Partners Group
$354K +$806 +6 +0.2%
31 32
33
34 35