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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
901
Optimum Investment Advisors
Illinois
$715K -$393K -1,775 -36%
RTS
902
Round Table Services
New Jersey
$711K +$81.3K +367 +13%
BFC
903
Bedel Financial Consulting
Indiana
$705K +$1.77K +8 +0.3%
GWM
904
Geneos Wealth Management
Colorado
$704K -$4.45M -20,067 -87%
ST
905
Sageworth Trust
Pennsylvania
$704K – – –
CAL
906
Capital Advisors Ltd
Ohio
$702K +$48.3K +218 +8%
SWM
907
Segment Wealth Management
Texas
$695K +$1.11K +5 +0.2%
WP
908
WMS Partners
Maryland
$693K +$682K +3,076 New
LA
909
LexAurum Advisors
Kansas
$689K +$16.2K +73 +2%
TNB
910
Thomasville National Bank
Georgia
$687K -$88K -397 -12%
MWM
911
Modera Wealth Management
New Jersey
$687K +$94.6K +427 +16%
SWA
912
Sax Wealth Advisors
New Jersey
$673K -$19.9K -90 -3%
BA
913
Bridgewater Advisors
New York
$667K -$4.65K -21 -0.7%
ACP
914
Ashfield Capital Partners
California
$661K -$22.2K -100 -3%
JSL
915
JT Stratford LLC
Georgia
$661K +$14.6K +66 +2%
CFD
916
Creative Financial Designs
Indiana
$659K -$424K -1,913 -40%
GSWM
917
Golden State Wealth Management
California
$659K -$93.3K -421 -13%
MFG
918
Merit Financial Group
Georgia
$658K +$13.3K +60 +2%
MIG
919
McGuire Investment Group
Rhode Island
$655K -$4.43K -20 -0.7%
NG
920
Northstar Group
New York
$655K +$11.1K +50 +2%
ACA
921
Aptus Capital Advisors
Alabama
$655K +$451K +2,033 +232%
BP
922
BBR Partners
New York
$644K +$443 +2 +0.1%
OPCM
923
Osborne Partners Capital Management
California
$643K +$358K +1,614 +130%
CCA
924
Cadent Capital Advisors
Oklahoma
$642K +$256K +1,156 +68%
RSS
925
Rosenblum Silverman Sutton
California
$639K +$15.7K +71 +3%
35 36
37
38 39