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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
1301
Shepherd Financial Partners
Massachusetts
$316K – – –
WCP
1302
Wick Capital Partners
Pennsylvania
$316K +$318K +1,399 New
MFWM
1303
Motley Fool Wealth Management
Virginia
$315K +$34.8K +153 +12%
WFA
1304
WMG Financial Advisors
Tennessee
$315K +$317K +1,395 New
FCA
1305
FinTrust Capital Advisors
South Carolina
$314K +$7.5K +33 +2%
PCTC
1306
Perkins Coie Trust Company
Washington
$312K – – –
SXL
1307
Summit X LLC
Missouri
$312K – – –
WA
1308
WealthTrust Axiom
Pennsylvania
$312K – – –
STA
1309
Summit Trail Advisors
New York
$312K +$314K +1,382 New
LWCFA
1310
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$309K – – –
FCB
1311
First Command Bank
Texas
$308K – – –
AWA
1312
Aletheian Wealth Advisors
Washington
$308K +$310K +1,363 New
MC
1313
Montag & Caldwell
Georgia
$306K +$45K +198 +17%
LA
1314
Latitude Advisors
Florida
$304K +$454 +2 +0.1%
WAM
1315
WealthTrust Asset Management
Florida
$301K -$4.32K -19 -1%
GWM
1316
GSB Wealth Management
Connecticut
$301K +$302K +1,330 New
VAS
1317
Vestmark Advisory Solutions
Massachusetts
$300K – – –
OWA
1318
One Wealth Advisors
California
$300K +$74.5K +328 +33%
OC
1319
Oakworth Capital
Alabama
$299K – – –
BWM
1320
BCS Wealth Management
Tennessee
$298K +$300K +1,321 New
TI
1321
Trexquant Investment
Connecticut
$297K +$298K +1,313 New
SC
1322
Searle & Co
Connecticut
$294K – – –
CAM
1323
Covenant Asset Management
New Jersey
$292K – – –
TFGT
1324
TS Financial Group (TSFG)
Illinois
$291K -$5.68K -25 -2%
PCG
1325
Prosperity Consulting Group
Maryland
$291K +$315K +1,387 New
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