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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
IC
1001
Intersect Capital
California
$740K -$14.7K -70 -2%
SWP
1002
Strategic Wealth Partners
Ohio
$740K -$8.84K -42 -1%
SWM
1003
SeaCrest Wealth Management
New York
$739K -$122K -581 -14%
MWP
1004
MYCIO Wealth Partners
Pennsylvania
$738K +$663K +3,149 +972%
TWP
1005
Total Wealth Planning
Ohio
$729K +$722K +3,432 New
HIA
1006
Harbor Investment Advisory
Maryland
$728K +$54.5K +259 +8%
CGPCS
1007
Capital Group Private Client Services
California
$720K -$37K -176 -5%
ECM
1008
Exchange Capital Management
Michigan
$716K – – –
SWM
1009
Stockman Wealth Management
Montana
$716K – – –
SDWMA
1010
Schneider Downs Wealth Management Advisors
Pennsylvania
$715K – – –
FPTW
1011
Franklin, Parlapiano, Turner & Welch
Texas
$711K – – –
RGF
1012
Retirement Guys Formula
Ohio
$708K -$466K -2,215 -40%
BCM
1013
Barden Capital Management
Texas
$708K – – –
CFAM
1014
Center For Asset Management
Florida
$707K -$21.1K -100 -3%
PCM
1015
Pennsylvania Capital Management
Pennsylvania
$704K -$20K -95 -3%
SIA
1016
Soltis Investment Advisors
Utah
$704K +$48.2K +229 +7%
CFO
1017
CVA Family Office
Colorado
$703K – – –
SAM
1018
SignalPoint Asset Management
Missouri
$703K +$45.5K +216 +7%
OIA
1019
Optimum Investment Advisors
Illinois
$697K – – –
BSWA
1020
Bromfield Sneider Wealth Advisors
Massachusetts
$696K +$14.5K +69 +2%
UBV
1021
United Bank (Virginia)
Virginia
$695K -$76.8K -365 -10%
RWM
1022
Rockwood Wealth Management
Pennsylvania
$693K +$687K +3,263 New
SEIA
1023
Signature Estate & Investment Advisors
California
$688K -$26.5K -126 -4%
BA
1024
Bridgewater Advisors
New York
$686K +$2.74K +13 +0.4%
DI
1025
DFPG Investments
Utah
$684K – – –
39 40
41
42 43