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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
OWP
1251
Obermeyer Wealth Partners
Colorado
$626K +$101K +471 +21%
HWA
1252
HHM Wealth Advisors
Tennessee
$624K – – –
SWA
1253
Sax Wealth Advisors
New Jersey
$623K +$1.08K +5 +0.2%
SIC
1254
Sigma Investment Counselors
Michigan
$613K – – –
HWP
1255
Hibernia Wealth Partners
Louisiana
$612K +$9.25K +43 +2%
PMG
1256
ProVise Management Group
Florida
$610K -$70.3K -327 -11%
TI
1257
Trexquant Investment
Connecticut
$610K +$574K +2,668 New
MW
1258
MBL Wealth
North Carolina
$606K +$10.8K +50 +2%
MCG
1259
McCollum Christoferson Group
New York
$605K -$41.5K -193 -7%
NWM
1260
Northwest Wealth Management
Iowa
$605K -$16.8K -78 -3%
NA
1261
Nottingham Advisors
New York
$603K -$3.01K -14 -0.5%
MBT
1262
Montecito Bank & Trust
California
$603K +$48K +223 +9%
MWA
1263
Moser Wealth Advisors
Washington
$598K – – –
MPCL
1264
My Personal CFO LLC
Washington
$597K +$860 +4 +0.2%
RWMH
1265
Riverpoint Wealth Management Holdings
Illinois
$594K +$1.51K +7 +0.3%
C
1266
Certuity
Florida
$593K – – –
LW
1267
Linscomb Wealth
Texas
$588K -$11.2K -52 -2%
LGWM
1268
Litman Gregory Wealth Management
California
$588K +$50.5K +235 +10%
BTWM
1269
Baker Tilly Wealth Management
Wisconsin
$587K -$122K -566 -18%
WCWM
1270
Willow Creek Wealth Management
California
$586K – – –
AWM
1271
Accel Wealth Management
Iowa
$586K – – –
MAM
1272
Meeder Asset Management
Ohio
$582K +$7.96K +37 +1%
IHL
1273
Investment House LLC
California
$580K -$447K -2,079 -45%
EC
1274
Estate Counselors
Wisconsin
$577K -$23.5M -109,445 -98%
BHIA
1275
Birch Hill Investment Advisors
Massachusetts
$576K +$10.8K +50 +2%
49 50
51
52 53