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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
ZIM
1251
Zacks Investment Management
Illinois
$279K +$30.5K +158 +11%
HIC
1252
Holderness Investments Company
North Carolina
$276K – – –
SAM
1253
Silvercrest Asset Management
New York
$276K – – –
WFA
1254
WMG Financial Advisors
Tennessee
$276K +$193 +1 +0.1%
EWM
1255
Elmwood Wealth Management
California
$276K +$30.7K +159 +11%
BDF
1256
Balasa Dinverno & Foltz
$276K +$108K +559 +56%
FMTC
1257
Farmers & Merchants Trust Company
California
$275K – – –
PCM
1258
Penn Capital Management
Pennsylvania
$275K +$301K +1,561 New
GLA
1259
Good Life Advisors
Pennsylvania
$274K -$63.1K -327 -17%
SWM
1260
Southern Wealth Management
Texas
$272K +$10K +52 +3%
LW
1261
Linscomb Wealth
Texas
$272K +$18.3K +95 +7%
BW
1262
Bison Wealth
Georgia
$271K -$86.5K -448 -23%
RCG
1263
Resource Consulting Group
Florida
$269K -$12.6K -65 -4%
MAM
1264
Meeder Asset Management
Ohio
$268K -$25.5K -132 -8%
MA
1265
MBA Advisors
Pennsylvania
$268K – – –
LGWM
1266
Litman Gregory Wealth Management
California
$268K +$294K +1,520 New
CWM
1267
CCG Wealth Management
California
$267K -$80.5K -417 -22%
DDC
1268
DF Dent & Co
Maryland
$266K -$29.4K -152 -9%
WPWM
1269
Windward Private Wealth Management
Kansas
$266K +$5.99K +31 +2%
RMC
1270
Resources Management Corp
Connecticut
$264K -$8.69K -45 -3%
MPCL
1271
My Personal CFO LLC
Washington
$263K +$386 +2 +0.1%
BFM
1272
Boothbay Fund Management
New York
$262K +$287K +1,485 New
SCA
1273
Strategic Capital Advisers
Colorado
$260K -$12.4K -64 -4%
FCA
1274
FinTrust Capital Advisors
South Carolina
$259K +$193 +1 +0.1%
AA
1275
Advisory Alpha
Michigan
$259K +$96.9K +502 +52%
49 50
51
52 53