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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
BFO
1001
Biltmore Family Office
North Carolina
$741K +$211 +1 +0%
IC
1002
Intersect Capital
California
$740K -$14.7K -70 -2%
SWP
1003
Strategic Wealth Partners
Ohio
$740K -$8.84K -42 -1%
SWM
1004
SeaCrest Wealth Management
New York
$739K -$122K -581 -14%
MWP
1005
MYCIO Wealth Partners
Pennsylvania
$738K +$663K +3,149 +972%
TWP
1006
Total Wealth Planning
Ohio
$729K +$722K +3,432 New
HIA
1007
Harbor Investment Advisory
Maryland
$728K +$54.5K +259 +8%
CGPCS
1008
Capital Group Private Client Services
California
$720K -$37K -176 -5%
ECM
1009
Exchange Capital Management
Michigan
$716K – – –
SWM
1010
Stockman Wealth Management
Montana
$716K – – –
SDWMA
1011
Schneider Downs Wealth Management Advisors
Pennsylvania
$715K – – –
FPTW
1012
Franklin, Parlapiano, Turner & Welch
Texas
$711K – – –
RGF
1013
Retirement Guys Formula
Ohio
$708K -$466K -2,215 -40%
BCM
1014
Barden Capital Management
Texas
$708K – – –
CFAM
1015
Center For Asset Management
Florida
$707K -$21.1K -100 -3%
PCM
1016
Pennsylvania Capital Management
Pennsylvania
$704K -$20K -95 -3%
SIA
1017
Soltis Investment Advisors
Utah
$704K +$48.2K +229 +7%
CFO
1018
CVA Family Office
Colorado
$703K – – –
SAM
1019
SignalPoint Asset Management
Missouri
$703K +$45.5K +216 +7%
OIA
1020
Optimum Investment Advisors
Illinois
$697K – – –
BSWA
1021
Bromfield Sneider Wealth Advisors
Massachusetts
$696K +$14.5K +69 +2%
UBV
1022
United Bank (Virginia)
Virginia
$695K -$76.8K -365 -10%
RWM
1023
Rockwood Wealth Management
Pennsylvania
$693K +$687K +3,263 New
SEIA
1024
Signature Estate & Investment Advisors
California
$688K -$26.5K -126 -4%
BA
1025
Bridgewater Advisors
New York
$686K +$2.74K +13 +0.4%
39 40
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