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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
KL
1076
KWMG LLC
Kansas
$475K +$55.7K +295 +12%
BHIA
1077
Birch Hill Investment Advisors
Massachusetts
$472K – – –
MPW
1078
MGO Private Wealth
California
$471K +$520K +2,753 New
E
1079
ETFidea
New York
$469K -$9.44K -50 -2%
RMCM
1080
Reynders McVeigh Capital Management
Massachusetts
$468K +$48.7K +258 +10%
WTFG
1081
Wells Trecaso Financial Group
Ohio
$468K +$80.8K +428 +19%
VCM
1082
Vision Capital Management
Oregon
$464K – – –
SVWAG
1083
Sound View Wealth Advisors Group
Georgia
$464K +$1.13K +6 +0.2%
KA
1084
Kovack Advisors
Florida
$460K -$46.6K -247 -8%
BMCM
1085
Bryn Mawr Capital Management
Pennsylvania
$458K – – –
GWM
1086
Geneos Wealth Management
Colorado
$455K -$177K -937 -26%
FPCG
1087
Forum Private Client Group
Indiana
$455K – – –
SWM
1088
Selective Wealth Management
Virginia
$453K -$44K -233 -8%
UCB
1089
United Community Bank
South Carolina
$451K +$60.4K +320 +14%
SWM
1090
SFG Wealth Management
Maryland
$450K -$37.8K -200 -7%
KCM
1091
Kendall Capital Management
Maryland
$449K -$5.1K -27 -1%
ERWM
1092
Elk River Wealth Management
Colorado
$449K – – –
KFSC
1093
Keystone Financial Services (Colorado)
Colorado
$446K – – –
CCA
1094
Conservest Capital Advisors
Pennsylvania
$444K -$497K -2,634 Closed
BCI
1095
Brinker Capital Investments
Pennsylvania
$444K -$5.85K -31 -1%
CIA
1096
Cohen Investment Advisors
New Hampshire
$442K +$22.8K +121 +5%
GD
1097
Grandfield & Dodd
New York
$440K – – –
TC
1098
Trilogy Capital
California
$440K +$42.1K +223 +9%
RWMH
1099
Riverpoint Wealth Management Holdings
Illinois
$439K – – –
BWL
1100
Bogart Wealth LLC
Virginia
$439K +$132K +700 +37%
42 43
44
45 46