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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1001
SignalPoint Asset Management
Missouri
$606K +$26.5K +137 +4%
SWM
1002
Soundmark Wealth Management
Washington
$604K -$280K -1,451 -30%
SDWMA
1003
Schneider Downs Wealth Management Advisors
Pennsylvania
$602K +$10.4K +54 +2%
RWA
1004
River Wealth Advisors
Pennsylvania
$596K -$47.7K -247 -7%
MPW
1005
Melone Private Wealth
Michigan
$595K – – –
RA
1006
RFG Advisory
Alabama
$594K +$66K +342 +13%
AC
1007
Abbrea Capital
California
$593K -$24.1K -125 -4%
DI
1008
DFPG Investments
Utah
$593K – – –
ECM
1009
Exchange Capital Management
Michigan
$593K – – –
SWM
1010
Stockman Wealth Management
Montana
$593K – – –
FPTW
1011
Franklin, Parlapiano, Turner & Welch
Texas
$589K – – –
HHRDM
1012
H&H Retirement Design & Management
Nevada
$588K +$93.1K +482 +19%
PCIA
1013
Prime Capital Investment Advisors
Kansas
$587K +$315K +1,633 +96%
BFO
1014
Biltmore Family Office
North Carolina
$584K -$32.6K -169 -5%
NWM
1015
Northwest Wealth Management
Iowa
$581K -$40.4K -209 -6%
OIA
1016
Optimum Investment Advisors
Illinois
$578K – – –
BSWA
1017
Bromfield Sneider Wealth Advisors
Massachusetts
$578K +$966 +5 +0.2%
KWM
1018
Kingsview Wealth Management
Oregon
$575K +$63.7K +330 +11%
RWM
1019
Rockwood Wealth Management
Pennsylvania
$575K – – –
PFGIA
1020
Patriot Financial Group Insurance Agency
Massachusetts
$574K -$187K -968 -23%
CI
1021
Chartist Inc
California
$573K -$48.5K -251 -7%
MFA
1022
Mayflower Financial Advisors
Massachusetts
$573K -$115K -593 -15%
BA
1023
Bridgewater Advisors
New York
$566K -$2.12K -11 -0.3%
MIG
1024
McGuire Investment Group
Rhode Island
$566K +$7.72K +40 +1%
ACA
1025
Aptus Capital Advisors
Alabama
$566K +$24.5K +127 +4%
39 40
41
42 43