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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
1001
Cohen Investment Advisors
New Hampshire
$451K +$53.3K +253 +14%
SWA
1002
Stratos Wealth Advisors
Ohio
$451K +$444K +2,108 New
HH
1003
Hilltop Holdings
Texas
$450K -$990K -4,697 -69%
RB
1004
Renasant Bank
Mississippi
$450K – – –
AP
1005
Appleton Partners
Massachusetts
$449K – – –
PAM
1006
Peak Asset Management
Colorado
$449K +$442K +2,096 New
3LCM
1007
3D/L Capital Management
Connecticut
$449K +$442K +2,097 New
ICP
1008
Interchange Capital Partners
Pennsylvania
$446K -$21.1K -100 -5%
CFC
1009
Coyle Financial Counsel
Illinois
$446K -$18.3K -87 -4%
FANJ
1010
Financial Architects (New Jersey)
New Jersey
$445K +$23.4K +111 +6%
WWM
1011
Windsor Wealth Management
Indiana
$445K +$36.4K +173 +9%
SL
1012
Systelligence LLC
Minnesota
$444K -$1.58M -7,501 -78%
EWM
1013
Evermay Wealth Management
Virginia
$443K – – –
GIA
1014
Gladstone Institutional Advisory
Florida
$442K +$70.8K +336 +19%
DLCIG
1015
D.L. Carlson Investment Group
New Hampshire
$441K – – –
BFA
1016
Beaumont Financial Advisors
Massachusetts
$441K +$87.4K +415 +25%
GD
1017
Grandfield & Dodd
New York
$440K +$23.2K +110 +6%
AWM
1018
AllSquare Wealth Management
New York
$439K -$6.32K -30 -1%
BFM
1019
Boston Financial Management
Massachusetts
$438K -$14.7K -70 -3%
CCM
1020
Coe Capital Management
Illinois
$436K +$13.7K +65 +3%
LOPW
1021
Live Oak Private Wealth
North Carolina
$432K -$2.74K -13 -0.6%
WDG
1022
Wealth Dimensions Group
Ohio
$432K +$106K +501 +33%
C
1023
Certuity
Florida
$431K +$424K +2,012 New
PCMK
1024
Paragon Capital Management (Kansas)
Kansas
$429K +$405K +1,924 New
GA
1025
Geller Advisors
New York
$428K – – –
39 40
41
42 43