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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
826
Heritage Wealth Advisors
Virginia
$260K – – –
NWM
827
Northwest Wealth Management
Iowa
$259K -$467K -3,109 -58%
SFP
828
Strategic Financial Partners
Oregon
$257K -$162K -1,080 -33%
RMC
829
Resources Management Corp
Connecticut
$257K -$5.26K -35 -2%
HKAM
830
Horizon Kinetics Asset Management
New York
$255K -$423K -2,813 -56%
PCS
831
Personal CFO Solutions
New Jersey
$254K – – –
CDH
832
Charles D. Hyman
$253K +$82.7K +550 +33%
GSWM
833
Golden State Wealth Management
California
$251K +$327K +2,174 New
CCM
834
Coe Capital Management
Illinois
$250K -$31.6K -210 -9%
ACM
835
Advisors Capital Management
New Jersey
$247K +$50.8K +338 +19%
WA
836
Wambolt & Associates
Colorado
$246K -$31.1K -207 -9%
NPF
837
Norris Perne & French
Michigan
$246K – – –
HGWM
838
Harvest Group Wealth Management
Massachusetts
$245K +$751 +5 +0.2%
CAL
839
Capital Advisors Ltd
Ohio
$245K +$25.7K +171 +9%
NWP
840
Northstar Wealth Partners
Connecticut
$243K – – –
MIC
841
Meridian Investment Counsel
California
$243K +$36.1K +240 +13%
EGWAG
842
Elwood & Goetz Wealth Advisory Group
Georgia
$241K +$314K +2,091 New
RA
843
RFG Advisory
Alabama
$240K -$35K -233 -10%
PCTC
844
Perkins Coie Trust Company
Washington
$240K -$10.1K -67 -3%
SFG
845
SNS Financial Group
Minnesota
$239K -$15.2K -101 -5%
MBT
846
Montecito Bank & Trust
California
$239K +$7.66K +51 +3%
SKK
847
Shepherd Kaplan Krochuk
Massachusetts
$239K +$22.8K +152 +8%
WEC
848
Winslow Evans & Crocker
Massachusetts
$238K -$176K -1,174 -36%
MFWM
849
Motley Fool Wealth Management
Virginia
$238K -$81.5K -542 -21%
CB
850
Community Bank
New York
$238K – – –
32 33
34
35 36