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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
876
Strategic Wealth Partners
Ohio
$796K +$89.8K +404 +12%
RWA
877
River Wealth Advisors
Pennsylvania
$791K -$4.89K -22 -0.6%
ASW
878
Astoria Strategic Wealth
Texas
$786K – – –
CAAS
879
Capital Asset Advisory Services
Michigan
$779K -$22.5K -101 -3%
MG
880
Mather Group
Illinois
$778K +$1.11K +5 +0.1%
CI
881
Chartist Inc
California
$777K -$13.6K -61 -2%
IC
882
Intersect Capital
California
$777K -$4.89K -22 -0.6%
MFA
883
Mayflower Financial Advisors
Massachusetts
$771K -$7.78K -35 -1%
SEIA
884
Signature Estate & Investment Advisors
California
$763K -$60.5K -272 -7%
BFO
885
Biltmore Family Office
North Carolina
$762K – – –
MMPW
886
Mitchell McLeod Pugh & Williams
Alabama
$756K +$182K +819 +31%
NAM
887
NorthCoast Asset Management
Connecticut
$753K +$27.1K +122 +4%
DI
888
DFPG Investments
Utah
$752K – – –
CFD
889
Creative Financial Designs
Indiana
$750K +$112K +504 +17%
CCA
890
Cadent Capital Advisors
Oklahoma
$750K +$129K +580 +20%
RA
891
RFG Advisory
Alabama
$744K +$381K +1,714 +101%
AC
892
Abbrea Capital
California
$743K +$27.8K +125 +4%
SWM
893
Stockman Wealth Management
Montana
$736K – – –
CGPCS
894
Capital Group Private Client Services
California
$733K +$745K +3,351 New
RC
895
RegentAtlantic Capital
New Jersey
$732K -$32.9K -148 -4%
FPTW
896
Franklin, Parlapiano, Turner & Welch
Texas
$731K – – –
NWS
897
Newport Wealth Strategies
California
$726K -$20K -90 -3%
DI
898
Disciplined Investments
Oklahoma
$720K +$7.11K +32 +1%
GG
899
Gofen & Glossberg
Illinois
$719K – – –
OIA
900
Optimum Investment Advisors
Illinois
$719K +$25.6K +115 +4%
34 35
36
37 38