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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
TLFA
951
True Link Financial Advisors
California
$553K +$121K +576 +29%
PL
952
Plancorp LLC
Missouri
$551K -$28.9K -137 -5%
TW
953
TrinityPoint Wealth
Connecticut
$551K – – –
PCM
954
Pennsylvania Capital Management
Pennsylvania
$548K +$127K +605 +31%
CCA
955
Conservest Capital Advisors
Pennsylvania
$547K -$5.48K -26 -1%
PFGIA
956
Patriot Financial Group Insurance Agency
Massachusetts
$544K +$82.4K +391 +18%
CPO
957
Cerity Partners OCIO
New York
$542K -$80.9K -384 -13%
MCP
958
Mirador Capital Partners
California
$538K +$28K +133 +6%
MMPW
959
Mitchell McLeod Pugh & Williams
Alabama
$536K +$105K +498 +25%
RG
960
Rathbones Group
United Kingdom
$535K -$94.2K -447 -15%
RMC
961
Resources Management Corp
Connecticut
$532K -$4.42K -21 -0.8%
PWP
962
Personal Wealth Partners
Minnesota
$531K – – –
WPC
963
Waters Parkerson & Co
Louisiana
$526K – – –
RWM
964
Ritholtz Wealth Management
New York
$524K +$516K +2,449 New
BW
965
Bison Wealth
Georgia
$523K +$471K +2,235 +83%
HC
966
HNP Capital
New York
$520K -$129K -610 -20%
KL
967
KWMG LLC
Kansas
$519K -$29.3K -139 -5%
BB
968
Bell Bank
North Dakota
$518K – – –
PWM
969
PBMares Wealth Management
Virginia
$518K +$510K +2,421 New
FRA
970
Front Row Advisors
California
$513K +$31.6K +150 +7%
BPC
971
Banque Pictet & Cie
Switzerland
$512K +$504K +2,390 New
PNAA
972
Pictet North America Advisors
Switzerland
$512K +$504K +2,390 New
OSNBOA
973
Old Second National Bank of Aurora
Illinois
$511K – – –
AA
974
Advisory Alpha
Michigan
$503K -$32.9K -156 -6%
OAM
975
Oppenheimer Asset Management
New York
$503K -$18.3K -87 -4%
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