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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
SDWMA
1026
Schneider Downs Wealth Management Advisors
Pennsylvania
$712K +$85.4K +461 +13%
1SB
1027
1ST Source Bank
Indiana
$711K +$140K +757 +24%
RWM
1028
Rockwood Wealth Management
Pennsylvania
$708K +$113K +609 +19%
LWM
1029
Lyell Wealth Management
California
$704K -$120K -650 -14%
RA
1030
RFG Advisory
Alabama
$702K -$29.5K -159 -4%
LDB
1031
Lee, Danner & Bass
Tennessee
$700K -$10.2K -55 -1%
KAM
1032
KEB Asset Management
Illinois
$699K -$25.9K -140 -4%
AIA
1033
Acute Investment Advisory
Arizona
$699K +$314K +1,696 +80%
MHS
1034
M Holdings Securities
Oregon
$697K +$15.8K +85 +2%
MCC
1035
Money Concepts Capital
Florida
$694K +$492K +2,657 +237%
RCG
1036
Regatta Capital Group
California
$694K – – –
RSS
1037
Rosenblum Silverman Sutton
California
$692K +$39.8K +215 +6%
TWM
1038
Trevian Wealth Management
Massachusetts
$691K +$1.11K +6 +0.2%
TP
1039
Tranquility Partners
Tennessee
$688K -$20.9K -113 -3%
FPCP
1040
Fort Point Capital Partners
California
$688K +$19.3K +104 +3%
WA
1041
Waterford Advisors
New York
$684K +$691K +3,728 New
SOAG
1042
Silver Oak Advisory Group
Oregon
$683K – – –
PI
1043
PFS Investments
Georgia
$683K +$437K +2,360 +173%
BONH
1044
Bank of New Hampshire
New Hampshire
$681K – – –
TC
1045
Trilogy Capital
California
$677K +$206K +1,113 +43%
AWA
1046
Aaron Wealth Advisors
Illinois
$676K -$36.3K -196 -5%
SEP
1047
Southland Equity Partners
Missouri
$675K -$31.9K -172 -4%
RWA
1048
River Wealth Advisors
Pennsylvania
$669K +$150K +812 +29%
BSB
1049
Bangor Savings Bank
Maine
$668K -$14.3K -77 -2%
CIA
1050
Capital Investment Advisors
Georgia
$668K +$85.6K +462 +15%
40 41
42
43 44