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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
$719K +$25.6K +115 +4%
FA
902
Fermata Advisors
California
$717K -$1.28M -5,748 -64%
SFG
903
StrategIQ Financial Group
Indiana
$711K +$4.22K +19 +0.6%
CIA
904
Capital Investment Advisors
Georgia
$711K +$15.1K +68 +2%
TC
905
TownSquare Capital
Utah
$710K +$94K +423 +15%
ATIA
906
American Trust Investment Advisors
New Hampshire
$708K +$11.1K +50 +2%
BA
907
Bridgewater Advisors
New York
$706K +$59.4K +267 +9%
AFG
908
Allegheny Financial Group
Pennsylvania
$705K +$8.22K +37 +1%
RTS
909
Round Table Services
New Jersey
$704K +$14.7K +66 +2%
LNWTC
910
Laird Norton Wetherby Trust Company
Washington
$700K – – –
HIA
911
Harbor Investment Advisory
Maryland
$694K +$187K +843 +36%
DL
912
DOHJ LLC
Washington
$693K +$672K +3,021 New
LA
913
LexAurum Advisors
Kansas
$688K +$19.8K +89 +3%
BFC
914
Bedel Financial Consulting
Indiana
$686K +$1.78K +8 +0.3%
AAMC
915
Asset Allocation & Management Company
Illinois
$684K -$1.63M -7,325 -70%
JSL
916
JT Stratford LLC
Georgia
$684K +$42.7K +192 +7%
CAL
917
Capital Advisors Ltd
Ohio
$682K – – –
KCM
918
Kendall Capital Management
Maryland
$679K +$62.7K +282 +10%
SWM
919
Segment Wealth Management
Texas
$676K +$889 +4 +0.1%
WP
920
WMS Partners
Maryland
$673K – – –
BBHC
921
Brown Brothers Harriman & Co
New York
$671K -$1.29M -5,812 -65%
GWM
922
Geneos Wealth Management
Colorado
$670K -$22K -99 -3%
TNB
923
Thomasville National Bank
Georgia
$667K – – –
LFF
924
Level Four Financial
Texas
$663K +$150K +675 +29%
WWM
925
Windsor Wealth Management
Indiana
$660K +$118K +533 +22%
35 36
37
38 39