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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
RG
1001
Rathbones Group
United Kingdom
$805K +$310K +1,363 +62%
IC
1002
Intersect Capital
California
$803K – – –
CI
1003
Chartist Inc
California
$802K -$1.36K -6 -0.2%
SVWAG
1004
Sound View Wealth Advisors Group
Georgia
$801K +$220K +969 +38%
KCM
1005
Kendall Capital Management
Maryland
$797K +$95.4K +420 +14%
SWP
1006
Strategic Wealth Partners
Ohio
$796K -$26.8K -118 -3%
AC
1007
Abbrea Capital
California
$789K +$20.5K +90 +3%
BFO
1008
Biltmore Family Office
North Carolina
$788K – – –
SWA
1009
Sax Wealth Advisors
New Jersey
$788K +$113K +499 +17%
MWAM
1010
Manhattan West Asset Management
California
$778K +$782K +3,442 New
ASW
1011
Astoria Strategic Wealth
Texas
$776K -$37.3K -164 -5%
CFAM
1012
Center For Asset Management
Florida
$775K -$170K -747 -18%
WSFS
1013
Wilmington Savings Fund Society
Delaware
$774K -$312K -1,372 -29%
BONH
1014
Bank of New Hampshire
New Hampshire
$773K -$450K -1,981 -37%
PCM
1015
Pennsylvania Capital Management
Pennsylvania
$770K +$192K +843 +33%
MPW
1016
Melone Private Wealth
Michigan
$765K +$769K +3,384 New
SDWMA
1017
Schneider Downs Wealth Management Advisors
Pennsylvania
$761K -$316K -1,390 -29%
SWM
1018
Stockman Wealth Management
Montana
$761K – – –
ECM
1019
Exchange Capital Management
Michigan
$761K +$176K +774 +30%
SEIA
1020
Signature Estate & Investment Advisors
California
$760K -$27.9K -123 -4%
LHWM
1021
Lake Hills Wealth Management
Texas
$760K +$764K +3,364 New
RC
1022
RegentAtlantic Capital
New Jersey
$758K +$682 +3 +0.1%
PCA
1023
Pallas Capital Advisors
Massachusetts
$757K -$330K -1,454 -28%
FPTW
1024
Franklin, Parlapiano, Turner & Welch
Texas
$756K – – –
HHRDM
1025
H&H Retirement Design & Management
Nevada
$754K -$3.34M -14,716 -80%
39 40
41
42 43