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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
VIM
1026
Vista Investment Management
Pennsylvania
$1.07M -$4.62K -24 -0.5%
KIA
1027
KCM Investment Advisors
California
$1.06M -$75.9K -394 -7%
PD
1028
Planning Directions
Pennsylvania
$1.05M +$39.5K +205 +4%
PNC
1029
Park National Corp
Ohio
$1.05M – – –
KA
1030
Kovack Advisors
Florida
$1.05M -$381K -1,980 -29%
DFA
1031
Delta Financial Advisors
Louisiana
$1.04M -$20.4K -106 -2%
RRA
1032
Round Rock Advisors
Connecticut
$1.04M -$99.4K -516 -10%
CWMGP
1033
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.04M -$7.32K -38 -0.8%
TP
1034
Tranquility Partners
Tennessee
$1.04M -$64.5K -335 -6%
NB
1035
NBT Bank
New York
$1.04M +$937K +4,865 New
NJIM
1036
Nabity-Jensen Investment Management
Nebraska
$1.04M +$937K +4,861 New
VFP
1037
Verus Financial Partners
Virginia
$1.04M -$70.3K -365 -7%
SG
1038
Somerset Group
Minnesota
$1.04M -$11.8K -61 -1%
ORC
1039
O'Rourke & Company
Massachusetts
$1.03M +$45.9K +238 +5%
ZB
1040
Zions Bancorporation
Utah
$1.03M – – –
SFP
1041
Strategic Financial Partners
Oregon
$1.02M – – –
FFA
1042
Founders Financial Alliance
North Carolina
$1.02M -$2.7K -14 -0.3%
RCA
1043
Ranch Capital Advisors
Florida
$1.02M +$3.66K +19 +0.4%
CIA
1044
Choate Investment Advisors
Massachusetts
$1.01M – – –
TFF
1045
The Family Firm
Maryland
$1.01M -$30.1K -156 -3%
RSWM
1046
Robertson Stephens Wealth Management
California
$1.01M -$952K -4,942 -51%
MIG
1047
McGuire Investment Group
Rhode Island
$1M +$55.7K +289 +7%
BBPWM
1048
Blue Bell Private Wealth Management
Pennsylvania
$1M -$51.3K -266 -5%
CAAM
1049
Cornerstone Advisors Asset Management
Pennsylvania
$1M +$285K +1,480 +46%
BCP
1050
Berkeley Capital Partners
Georgia
$996K +$35.3K +183 +4%
40 41
42
43 44