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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
QCM
926
Quest Capital Management
Texas
$659K +$195K +878 +41%
LC
927
Lindbrook Capital
California
$656K +$48.9K +220 +8%
SWA
928
Sax Wealth Advisors
New Jersey
$654K – – –
MIG
929
McGuire Investment Group
Rhode Island
$654K +$17.8K +80 +3%
RWMH
930
Riverpoint Wealth Management Holdings
Illinois
$653K -$1.32M -5,951 -67%
MFW
931
Meristem Family Wealth
Minnesota
$648K +$380K +1,709 +136%
SIA
932
Soltis Investment Advisors
Utah
$643K +$42.7K +192 +7%
GSWM
933
Golden State Wealth Management
California
$640K – – –
NG
934
Northstar Group
New York
$637K +$445 +2 +0.1%
ACA
935
Aptus Capital Advisors
Alabama
$636K – – –
MFG
936
Merit Financial Group
Georgia
$632K -$6.67K -30 -1%
MCG
937
McCollum Christoferson Group
New York
$631K +$48.9K +220 +8%
SIM
938
Stratos Investment Management
Ohio
$626K +$636K +2,862 New
BP
939
BBR Partners
New York
$625K – – –
RSS
940
Rosenblum Silverman Sutton
California
$620K – – –
AMCA
941
Arthur M. Cohen & Associates
Illinois
$619K -$21.1K -95 -3%
AIP
942
Almanack Investment Partners
Pennsylvania
$617K +$399K +1,796 +175%
CCA
943
Cobblestone Capital Advisors
New York
$606K -$94.5K -425 -13%
GLLW
944
Graves Light Lenhart Wealth
Virginia
$605K – – –
PFGIA
945
Patriot Financial Group Insurance Agency
Massachusetts
$603K +$40.5K +182 +7%
GP
946
Girard Partners
Pennsylvania
$599K -$14.4K -65 -2%
TCOV
947
Trust Company of Vermont
Vermont
$598K +$38.2K +172 +7%
WPC
948
Waters Parkerson & Co
Louisiana
$596K +$42.5K +191 +8%
PCM
949
Pennsylvania Capital Management
Pennsylvania
$591K – – –
DWMG
950
DB Wealth Management Group
California
$591K +$36.7K +165 +7%
36 37
38
39 40