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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
PIFP
801
Partners in Financial Planning
Virginia
$1.05M +$1.11K +5 +0.1%
CCMD
802
Cypress Capital Management (Delaware)
Delaware
$1.05M – – –
WSFS
803
Wilmington Savings Fund Society
Delaware
$1.05M -$33.3K -150 -3%
SIC
804
Sigma Investment Counselors
Michigan
$1.05M – – –
MCWS
805
McKinley Carter Wealth Services
West Virginia
$1.04M -$44.2K -199 -4%
SG
806
Somerset Group
Minnesota
$1.04M +$8.67K +39 +0.8%
CCWA
807
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.04M -$223K -1,001 -17%
SDWMA
808
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.04M +$108K +484 +11%
NCM
809
Northwest Capital Management
Oregon
$1.04M +$161K +723 +19%
FA
810
Forefront Analytics
Pennsylvania
$1.04M +$2.44K +11 +0.2%
BFS
811
Bradley Foster & Sargent
Connecticut
$1.03M -$4.67K -21 -0.4%
SNBOSD
812
Security National Bank of So Dak
Iowa
$1.03M +$618K +2,781 +145%
BIA
813
Bell Investment Advisors
California
$1.03M +$1.04M +4,696 New
WFS
814
Weitzel Financial Services
Iowa
$1.02M +$5.56K +25 +0.5%
PWM
815
Perigon Wealth Management
California
$1.02M +$256K +1,151 +33%
BFA
816
Beacon Financial Advisory
Ohio
$1.02M -$2.44K -11 -0.2%
FBFS
817
First Business Financial Services
Wisconsin
$1.02M – – –
SGCA
818
Steel Grove Capital Advisors
Tennessee
$1.01M +$36.2K +163 +4%
CIAS
819
Capital Investment Advisory Services
North Carolina
$1.01M +$25.1K +113 +3%
TFA
820
TPG Financial Advisors
Oregon
$1.01M +$19.3K +87 +2%
ACS
821
Archford Capital Strategies
Illinois
$1M +$48.9K +220 +5%
RA
822
Rodgers & Associates
Pennsylvania
$999K +$222 +1 +0%
HWA
823
Heritage Wealth Advisors
Virginia
$997K – – –
AAM
824
Aureus Asset Management
Massachusetts
$984K – – –
SWM
825
Soundmark Wealth Management
Washington
$982K -$22K -99 -2%
31 32
33
34 35