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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
1051
BSW Wealth Partners
Colorado
$1.09M -$73.1K -340 -7%
TFF
1052
The Family Firm
Maryland
$1.09M +$3.01K +14 +0.3%
PO
1053
Private Ocean
California
$1.07M -$196K -913 -16%
WC
1054
Waterloo Capital
Texas
$1.07M +$83K +386 +9%
AWA
1055
Aaron Wealth Advisors
Illinois
$1.07M +$92.7K +431 +10%
OA
1056
Oxbow Advisors
Texas
$1.06M -$172K -800 -15%
RSWM
1057
Robertson Stephens Wealth Management
California
$1.05M -$25.2K -117 -2%
CT
1058
Coastline Trust
Rhode Island
$1.05M +$136K +630 +16%
NAS
1059
NWF Advisory Services
California
$1.05M +$126K +587 +15%
EFG
1060
Everhart Financial Group
Ohio
$1.04M +$215 +1 +0%
SNBOSD
1061
Security National Bank of So Dak
Iowa
$1.03M +$79.4K +369 +9%
PFGIA
1062
Patriot Financial Group Insurance Agency
Massachusetts
$1.03M +$60.9K +283 +7%
WRPWM
1063
Werba Rubin Papier Wealth Management
California
$1.03M -$8.17K -38 -0.8%
SAM
1064
SignalPoint Asset Management
Missouri
$1.03M +$300K +1,393 +44%
LA
1065
Legacy Advisors
Pennsylvania
$1.03M – – –
AAMC
1066
Asset Allocation & Management Company
Illinois
$1.03M – – –
ACGA
1067
Atlanta Consulting Group Advisors
Georgia
$1.02M +$956K +4,446 New
NYLIM
1068
New York Life Investment Management
New York
$1.01M -$755K -3,510 -44%
FA
1069
Forefront Analytics
Pennsylvania
$1.01M +$2.8K +13 +0.3%
NFP
1070
NorthLanding Financial Partners
New York
$1M -$139K -645 -13%
RFS
1071
Richardson Financial Services
Massachusetts
$997K +$372K +1,729 +66%
DL
1072
DOHJ LLC
Washington
$994K -$346K -1,610 -27%
AMM
1073
American Money Management
California
$990K -$11.4K -53 -1%
JWBC
1074
John W. Brooker & Co
California
$990K -$5.38K -25 -0.6%
VFIC
1075
Valley Forge Investment Consultants
Pennsylvania
$988K +$860 +4 +0.1%
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43
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