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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
NSIM
1001
North Star Investment Management
Illinois
$775K -$18.4K -95 -2%
HWA
1002
Heritage Wealth Advisors
Virginia
$775K -$5.82K -30 -0.7%
RWM
1003
Ritholtz Wealth Management
New York
$774K +$5.43K +28 +0.7%
BCP
1004
Berkeley Capital Partners
Georgia
$770K -$11.8K -61 -1%
TWD
1005
True Wealth Design
Ohio
$758K -$72.7K -375 -9%
AWA
1006
Aaron Wealth Advisors
Illinois
$758K +$61.5K +317 +9%
ECM
1007
Exchange Capital Management
Michigan
$756K +$114K +590 +17%
SWM
1008
SeaCrest Wealth Management
New York
$752K +$582 +3 +0.1%
WWM
1009
Western Wealth Management
Colorado
$751K -$368K -1,898 -32%
NRI
1010
NFP Retirement Inc
California
$750K +$91.1K +470 +13%
HKIMG
1011
Hutchens & Kramer Investment Management Group
Indiana
$746K -$120K -619 -14%
DF
1012
DecisionPoint Financial
Arizona
$746K -$28.9K -149 -4%
PI
1013
PFS Investments
Georgia
$745K +$59.9K +309 +8%
CPSAC
1014
Chas P. Smith & Associates (CPS)
Florida
$744K -$12.2K -63 -2%
EWA
1015
Etesian Wealth Advisors
Oregon
$734K -$6.59K -34 -0.9%
YIA
1016
YHB Investment Advisors
Connecticut
$734K +$393K +2,025 +110%
MIG
1017
McGuire Investment Group
Rhode Island
$732K +$94.6K +488 +14%
RWM
1018
Rockwood Wealth Management
Pennsylvania
$731K – – –
WA
1019
Waterford Advisors
New York
$730K +$23.9K +123 +3%
BTWM
1020
Baker Tilly Wealth Management
Wisconsin
$728K +$489K +2,523 +192%
BONH
1021
Bank of New Hampshire
New Hampshire
$724K +$21.3K +110 +3%
LDB
1022
Lee, Danner & Bass
Tennessee
$723K – – –
KAM
1023
KEB Asset Management
Illinois
$722K – – –
NWM
1024
Northwest Wealth Management
Iowa
$713K +$111K +571 +18%
TWM
1025
Trevian Wealth Management
Massachusetts
$711K -$3.3K -17 -0.5%
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