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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
876
Baystate Wealth Management
Massachusetts
$1.08M +$605K +2,876 +131%
RA
877
Rodgers & Associates
Pennsylvania
$1.07M +$7.79K +37 +0.7%
KF
878
Krilogy Financial
Missouri
$1.07M -$26.5K -126 -2%
VIM
879
Vista Investment Management
Pennsylvania
$1.07M -$211 -1 -0%
LNWWM
880
Laird Norton Wetherby Wealth Management
California
$1.06M +$154K +730 +17%
RRA
881
Round Rock Advisors
Connecticut
$1.05M -$3.58K -17 -0.3%
DFA
882
Delta Financial Advisors
Louisiana
$1.05M +$1.05K +5 +0.1%
HH
883
Hilltop Holdings
Texas
$1.05M -$870K -4,134 -46%
AMR
884
Asset Management Resources
Massachusetts
$1.05M -$7.77M -36,890 -88%
DFC
885
DBK Financial Counsel
Ohio
$1.04M -$33.5K -159 -3%
SFS
886
Security Financial Services
Indiana
$1.04M +$93.3K +443 +10%
AWM
887
Axxcess Wealth Management
California
$1.04M +$29.9K +142 +3%
SWM
888
Soundmark Wealth Management
Washington
$1.04M +$72K +342 +8%
SHFA
889
SC&H Financial Advisors
Maryland
$1.04M +$169K +805 +20%
DL
890
DOHJ LLC
Washington
$1.03M +$67.4K +320 +7%
ORC
891
O'Rourke & Company
Massachusetts
$1.03M +$421 +2 +0%
OFG
892
Oxford Financial Group
Indiana
$1.03M – – –
SG
893
Somerset Group
Minnesota
$1.03M +$6.74K +32 +0.7%
VWM
894
Venturi Wealth Management
Texas
$1.02M -$2.97M -14,110 -75%
SIC
895
Sigma Investment Counselors
Michigan
$1.02M – – –
LWMNY
896
Landmark Wealth Management (New York)
New York
$1.02M +$1.01M +4,787 New
IIC
897
Integrated Investment Consultants
Michigan
$1.01M +$378K +1,794 +60%
SCM
898
Spreng Capital Management
Ohio
$1.01M -$25.1K -119 -2%
AWM
899
Aspire Wealth Management
Massachusetts
$1M -$12.6K -60 -1%
ES
900
Eagle Strategies
New York
$1M -$109K -519 -10%
34 35
36
37 38