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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1001
Soundmark Wealth Management
Washington
$604K -$280K -1,451 -30%
SDWMA
1002
Schneider Downs Wealth Management Advisors
Pennsylvania
$602K +$10.4K +54 +2%
RWA
1003
River Wealth Advisors
Pennsylvania
$596K -$47.7K -247 -7%
MPW
1004
Melone Private Wealth
Michigan
$595K – – –
RA
1005
RFG Advisory
Alabama
$594K +$66K +342 +13%
AC
1006
Abbrea Capital
California
$593K -$24.1K -125 -4%
DI
1007
DFPG Investments
Utah
$593K – – –
ECM
1008
Exchange Capital Management
Michigan
$593K – – –
SWM
1009
Stockman Wealth Management
Montana
$593K – – –
FPTW
1010
Franklin, Parlapiano, Turner & Welch
Texas
$589K – – –
HHRDM
1011
H&H Retirement Design & Management
Nevada
$588K +$93.1K +482 +19%
PCIA
1012
Prime Capital Investment Advisors
Kansas
$587K +$315K +1,633 +96%
BFO
1013
Biltmore Family Office
North Carolina
$584K -$32.6K -169 -5%
NWM
1014
Northwest Wealth Management
Iowa
$581K -$40.4K -209 -6%
OIA
1015
Optimum Investment Advisors
Illinois
$578K – – –
BSWA
1016
Bromfield Sneider Wealth Advisors
Massachusetts
$578K +$966 +5 +0.2%
KWM
1017
Kingsview Wealth Management
Oregon
$575K +$63.7K +330 +11%
RWM
1018
Rockwood Wealth Management
Pennsylvania
$575K – – –
PFGIA
1019
Patriot Financial Group Insurance Agency
Massachusetts
$574K -$187K -968 -23%
CI
1020
Chartist Inc
California
$573K -$48.5K -251 -7%
MFA
1021
Mayflower Financial Advisors
Massachusetts
$573K -$115K -593 -15%
BA
1022
Bridgewater Advisors
New York
$566K -$2.12K -11 -0.3%
MIG
1023
McGuire Investment Group
Rhode Island
$566K +$7.72K +40 +1%
ACA
1024
Aptus Capital Advisors
Alabama
$566K +$24.5K +127 +4%
ICG
1025
InterOcean Capital Group
Tennessee
$566K +$424K +2,197 +216%
39 40
41
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