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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
FIA
1026
Foundations Investment Advisors
Arizona
$703K +$60.3K +311 +9%
BSWA
1027
Bromfield Sneider Wealth Advisors
Massachusetts
$703K +$36.5K +188 +5%
LWM
1028
Lyell Wealth Management
California
$700K -$28.3K -146 -4%
FPCP
1029
Fort Point Capital Partners
California
$699K -$11.1K -57 -2%
WTFG
1030
Wells Trecaso Financial Group
Ohio
$699K +$61.1K +315 +9%
SDWMA
1031
Schneider Downs Wealth Management Advisors
Pennsylvania
$699K -$37.6K -194 -5%
EFL
1032
ERn Financial LLC
Wisconsin
$697K -$74.3K -383 -9%
CA
1033
CGN Advisors
Kansas
$696K +$66.5K +343 +10%
SEP
1034
Southland Equity Partners
Missouri
$696K -$1.75K -9 -0.2%
IIC
1035
Integrated Investment Consultants
Michigan
$694K -$111K -572 -14%
RCG
1036
Regatta Capital Group
California
$694K – – –
NAS
1037
NWF Advisory Services
California
$693K +$676K +3,486 New
BSB
1038
Bangor Savings Bank
Maine
$690K – – –
RSS
1039
Rosenblum Silverman Sutton
California
$690K -$26.2K -135 -4%
HS
1040
Horan Securities
United States
$687K +$44K +227 +7%
AC
1041
Abbrea Capital
California
$687K – – –
DPI
1042
Diversified Portfolios Inc
Michigan
$684K +$700K +3,609 New
BFM
1043
Boston Financial Management
Massachusetts
$684K – – –
BWCS
1044
Beirne Wealth Consulting Services
Connecticut
$682K -$77K -397 -10%
SOAG
1045
Silver Oak Advisory Group
Oregon
$681K -$24.4K -126 -3%
RWA
1046
River Wealth Advisors
Pennsylvania
$679K -$11.8K -61 -2%
FNWM
1047
Financial Network Wealth Management
Utah
$677K +$47.5K +245 +7%
SSWM
1048
Smith Salley Wealth Management
North Carolina
$672K – – –
BC
1049
Brio Consultants
California
$669K -$9.12K -47 -1%
RG
1050
Rathbones Group
United Kingdom
$666K – – –
40 41
42
43 44