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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
826
Western Wealth Management
Colorado
$218K +$213K +1,381 New
FLA
827
Financial Life Advisors
Texas
$217K -$71.9K -465 -25%
KTC
828
Kistler-Tiffany Companies
Pennsylvania
$217K – – –
PWLP
829
Prio Wealth Limited Partnership
Massachusetts
$217K +$8.19K +53 +4%
SAM
830
Silvercrest Asset Management
New York
$216K -$13.1K -85 -6%
WA
831
WealthTrust Axiom
Pennsylvania
$216K – – –
IC
832
InterOcean Capital
Illinois
$216K +$213K +1,379 New
FIM
833
Fernwood Investment Management
Massachusetts
$215K -$11.6K -75 -5%
VHAM
834
Van Hulzen Asset Management
California
$215K +$6.03K +39 +3%
ACM
835
Advisors Capital Management
New Jersey
$215K +$212K +1,373 New
PAS
836
Partnervest Advisory Services
California
$214K -$5.41K -35 -3%
PG
837
Proffitt & Goodson
Tennessee
$211K +$2.47K +16 +1%
FAT
838
First American Trust
California
$210K -$47.9K -310 -19%
LA
839
Legacy Advisors
Pennsylvania
$209K +$206K +1,330 New
BCM
840
Bienville Capital Management
New York
$208K – – –
NB
841
Nicolet Bankshares
Wisconsin
$207K -$140K -905 -41%
LA
842
LVW Advisors
New York
$207K -$10.5K -68 -5%
PS
843
Portfolio Solutions
Michigan
$207K – – –
CFA
844
Cahill Financial Advisors
Minnesota
$207K +$203K +1,316 New
LRPA
845
L. Roy Papp & Associates
Arizona
$206K +$203K +1,312 New
CAM
846
Congress Asset Management
Massachusetts
$206K +$203K +1,315 New
SVWAG
847
Sound View Wealth Advisors Group
Georgia
$206K +$204K +1,317 New
APG
848
Abacus Planning Group
South Carolina
$205K +$202K +1,305 New
SC
849
Searle & Co
Connecticut
$204K +$201K +1,300 New
FANJ
850
Financial Architects (New Jersey)
New Jersey
$202K +$29.7K +192 +18%
32 33
34
35 36