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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
926
Aureus Asset Management
Massachusetts
$792K – – –
AMR
927
Asset Management Resources
Massachusetts
$791K -$84K -435 -9%
LWM
928
Lyell Wealth Management
California
$790K +$130K +675 +18%
BFA
929
Beacon Financial Advisory
Ohio
$788K +$2.51K +13 +0.3%
VFIC
930
Valley Forge Investment Consultants
Pennsylvania
$784K +$48.3K +250 +6%
AWM
931
Aspire Wealth Management
Massachusetts
$777K -$60.6K -314 -7%
KAM
932
KEB Asset Management
Illinois
$776K +$144K +747 +20%
DSA
933
Droms Strauss Advisors
Missouri
$775K -$3.67K -19 -0.4%
NSIM
934
North Star Investment Management
Illinois
$772K +$35.1K +182 +4%
TCM
935
Traynor Capital Management
Pennsylvania
$770K +$7.92K +41 +0.9%
BFC
936
Bedel Financial Consulting
Indiana
$764K +$227K +1,175 +37%
RC
937
RegentAtlantic Capital
New Jersey
$761K -$20.3K -105 -2%
SBH
938
Segall Bryant & Hamill
Illinois
$758K -$23.8K -123 -3%
BOM
939
Bank of Marin
California
$757K -$13.1K -68 -2%
AFG
940
Allegheny Financial Group
Pennsylvania
$754K +$215K +1,114 +35%
RCA
941
Rex Capital Advisors
Rhode Island
$749K – – –
WWA
942
WCG Wealth Advisors
Nevada
$749K +$821K +4,253 New
NCM
943
Northwest Capital Management
Oregon
$745K -$53.9K -279 -6%
FCM
944
Fortis Capital Management
Washington
$744K +$816K +4,225 New
TCOV
945
Trust Company of Vermont
Vermont
$739K +$3.86K +20 +0.5%
MPCG
946
Matrix Private Capital Group
New York
$738K -$3.28K -17 -0.4%
AWA
947
Aaron Wealth Advisors
Illinois
$736K +$246K +1,276 +44%
CWS
948
Confluence Wealth Services
Pennsylvania
$736K +$704K +3,648 New
IIC
949
Integrated Investment Consultants
Michigan
$730K -$123K -635 -13%
XF
950
XML Financial
Maryland
$719K -$19.9K -103 -2%
36 37
38
39 40