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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
R
801
Rebalance
California
$2.98M -$1.28K -5 -0%
BAM
802
BOS Asset Management
Illinois
$2.97M – – –
SOS
803
Silver Oak Securities
Tennessee
$2.96M +$83K +324 +3%
MFS
804
McNamara Financial Services
Massachusetts
$2.96M -$4.28M -16,693 -59%
VAS
805
Vestmark Advisory Solutions
Massachusetts
$2.95M +$2.68M +10,442 +1,060%
NEPWA
806
New England Private Wealth Advisors
Massachusetts
$2.95M +$28.4K +111 +1%
SCM
807
SOL Capital Management
Maryland
$2.94M -$31.5K -123 -1%
PFG
808
Pacific Financial Group
Washington
$2.93M +$2.67M +10,415 +1,085%
BIG
809
Brookwood Investment Group
Arizona
$2.93M -$11.3K -44 -0.4%
WSFS
810
Wilmington Savings Fund Society
Delaware
$2.91M +$157K +612 +6%
BFG
811
Baron Financial Group
New Jersey
$2.91M +$64.6K +252 +2%
SMC
812
Smith, Moore & Co
Missouri
$2.9M +$127K +497 +5%
PWA
813
Pitcairn Wealth Advisors
Pennsylvania
$2.9M +$2.88M +11,227 New
SC
814
Scotia Capital
Ontario, Canada
$2.88M -$10.5K -41 -0.4%
PCMU
815
Paragon Capital Management (Utah)
Utah
$2.88M -$439K -1,713 -13%
CRFG
816
Columbia River Financial Group
Washington
$2.87M -$16.9K -66 -0.6%
SW
817
SkyOak Wealth
Michigan
$2.87M +$7.69K +30 +0.3%
PWMA
818
Pension & Wealth Management Advisors
Massachusetts
$2.87M -$299K -1,167 -10%
GLLW
819
Graves Light Lenhart Wealth
Virginia
$2.86M +$35.1K +137 +1%
AFG
820
Allegheny Financial Group
Pennsylvania
$2.85M +$944K +3,685 +50%
MMRF
821
Michelson Medical Research Foundation
California
$2.84M – – –
JWA
822
JFS Wealth Advisors
Pennsylvania
$2.81M +$9.48K +37 +0.3%
KFA
823
Kelleher Financial Advisors
New York
$2.8M +$140K +547 +5%
PF
824
Parker Financial
Washington
$2.79M +$19K +74 +0.7%
FPFC
825
Financial Planning Fort Collins
Colorado
$2.79M +$2.77M +10,801 New
31 32
33
34 35