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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
IFG
876
Independent Financial Group
California
$796K +$39.3K +177 +5%
SWP
877
Strategic Wealth Partners
Ohio
$796K +$89.8K +404 +12%
RWA
878
River Wealth Advisors
Pennsylvania
$791K -$4.89K -22 -0.6%
ASW
879
Astoria Strategic Wealth
Texas
$786K – – –
CAAS
880
Capital Asset Advisory Services
Michigan
$779K -$22.5K -101 -3%
MG
881
Mather Group
Illinois
$778K +$1.11K +5 +0.1%
CI
882
Chartist Inc
California
$777K -$13.6K -61 -2%
IC
883
Intersect Capital
California
$777K -$4.89K -22 -0.6%
MFA
884
Mayflower Financial Advisors
Massachusetts
$771K -$7.78K -35 -1%
SEIA
885
Signature Estate & Investment Advisors
California
$763K -$60.5K -272 -7%
BFO
886
Biltmore Family Office
North Carolina
$762K – – –
MMPW
887
Mitchell McLeod Pugh & Williams
Alabama
$756K +$182K +819 +31%
NAM
888
NorthCoast Asset Management
Connecticut
$753K +$27.1K +122 +4%
DI
889
DFPG Investments
Utah
$752K – – –
CFD
890
Creative Financial Designs
Indiana
$750K +$112K +504 +17%
CCA
891
Cadent Capital Advisors
Oklahoma
$750K +$129K +580 +20%
RA
892
RFG Advisory
Alabama
$744K +$381K +1,714 +101%
AC
893
Abbrea Capital
California
$743K +$27.8K +125 +4%
SWM
894
Stockman Wealth Management
Montana
$736K – – –
CGPCS
895
Capital Group Private Client Services
California
$733K +$745K +3,351 New
RC
896
RegentAtlantic Capital
New Jersey
$732K -$32.9K -148 -4%
FPTW
897
Franklin, Parlapiano, Turner & Welch
Texas
$731K – – –
NWS
898
Newport Wealth Strategies
California
$726K -$20K -90 -3%
DI
899
Disciplined Investments
Oklahoma
$720K +$7.11K +32 +1%
GG
900
Gofen & Glossberg
Illinois
$719K – – –
34 35
36
37 38