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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
CWMGP
976
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$929K -$20.3K -102 -2%
AFG
977
Allegheny Financial Group
Pennsylvania
$928K +$285K +1,429 +41%
TFF
978
The Family Firm
Maryland
$926K -$120K -600 -11%
RA
979
Rodgers & Associates
Pennsylvania
$923K – – –
ZB
980
Zions Bancorporation
Utah
$913K – – –
TC
981
TownSquare Capital
Utah
$908K -$958K -4,806 -50%
FFA
982
Founders Financial Alliance
North Carolina
$907K -$1.2K -6 -0.1%
SFP
983
Strategic Financial Partners
Oregon
$905K -$68.5K -344 -7%
MFWM
984
Motley Fool Wealth Management
Virginia
$901K +$242K +1,216 +34%
CIA
985
Choate Investment Advisors
Massachusetts
$898K +$946K +4,750 New
RCA
986
Ranch Capital Advisors
Florida
$896K +$4.18K +21 +0.4%
PD
987
Planning Directions
Pennsylvania
$891K -$41.6K -209 -4%
SNBOSD
988
Security National Bank of So Dak
Iowa
$888K +$34.9K +175 +4%
WRPWM
989
Werba Rubin Papier Wealth Management
California
$879K -$73.5K -369 -7%
IF
990
Ironwood Financial
Arizona
$875K +$168K +844 +22%
RWM
991
Ritholtz Wealth Management
New York
$873K +$52K +261 +6%
PO
992
Private Ocean
California
$872K +$13.7K +69 +2%
ORC
993
O'Rourke & Company
Massachusetts
$872K -$2.99K -15 -0.3%
GWM
994
Geneos Wealth Management
Colorado
$871K -$2.39K -12 -0.3%
DFC
995
DBK Financial Counsel
Ohio
$868K – – –
FAIM
996
Financial Advocates Investment Management
Washington
$857K +$143K +717 +19%
SWM
997
SeaCrest Wealth Management
New York
$856K +$16.9K +85 +2%
ECM
998
Exchange Capital Management
Michigan
$851K -$1.99K -10 -0.2%
AAMC
999
Asset Allocation & Management Company
Illinois
$849K +$271K +1,360 +43%
BCP
1000
Berkeley Capital Partners
Georgia
$848K +$76.7K +385 +9%
38 39
40
41 42