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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
951
Traynor Capital Management
Pennsylvania
$724K -$24.9K -132 -3%
NCM
952
Northwest Capital Management
Oregon
$724K – – –
MC
953
Montag & Caldwell
Georgia
$721K -$160K -845 -17%
RWM
954
Ritholtz Wealth Management
New York
$719K +$360K +1,908 +83%
IIC
955
Integrated Investment Consultants
Michigan
$718K +$10.6K +56 +1%
SCM
956
Spreng Capital Management
Ohio
$711K -$26.2K -139 -3%
RVPG
957
Relative Value Partners Group
$710K +$784K +4,155 New
SNBOSD
958
Security National Bank of So Dak
Iowa
$707K +$11.3K +60 +1%
BCP
959
Berkeley Capital Partners
Georgia
$703K +$6.23K +33 +0.8%
XF
960
XML Financial
Maryland
$699K +$378 +2 +0%
HWA
961
Heritage Wealth Advisors
Virginia
$694K – – –
CCMD
962
Cypress Capital Management (Delaware)
Delaware
$694K -$944 -5 -0.1%
WFA
963
Websterrogers Financial Advisors
South Carolina
$693K +$9.25K +49 +1%
SSWM
964
Smith Salley Wealth Management
North Carolina
$693K +$95.9K +508 +14%
NGA
965
Naples Global Advisors
Florida
$691K – – –
LWMNY
966
Landmark Wealth Management (New York)
New York
$682K +$754K +3,993 New
BFA
967
Beacon Financial Advisory
Ohio
$681K -$91.9K -487 -11%
HWM
968
Hohimer Wealth Management
Washington
$678K – – –
KAM
969
KEB Asset Management
Illinois
$675K -$86.7K -459 -10%
LCM
970
Logan Capital Management
Pennsylvania
$675K – – –
KWM
971
Kingsview Wealth Management
Oregon
$674K +$129K +681 +21%
CPSAC
972
Chas P. Smith & Associates (CPS)
Florida
$669K – – –
RCG
973
Regatta Capital Group
California
$666K – – –
HIA
974
Harbor Investment Advisory
Maryland
$666K +$944 +5 +0.1%
AWA
975
Aaron Wealth Advisors
Illinois
$663K -$57K -302 -7%
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