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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
WCP
1301
Wick Capital Partners
Pennsylvania
$316K +$318K +1,399 New
MFWM
1302
Motley Fool Wealth Management
Virginia
$315K +$34.8K +153 +12%
WFA
1303
WMG Financial Advisors
Tennessee
$315K +$317K +1,395 New
FCA
1304
FinTrust Capital Advisors
South Carolina
$314K +$7.5K +33 +2%
PCTC
1305
Perkins Coie Trust Company
Washington
$312K – – –
SXL
1306
Summit X LLC
Missouri
$312K – – –
WA
1307
WealthTrust Axiom
Pennsylvania
$312K – – –
STA
1308
Summit Trail Advisors
New York
$312K +$314K +1,382 New
LWCFA
1309
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$309K – – –
FCB
1310
First Command Bank
Texas
$308K – – –
AWA
1311
Aletheian Wealth Advisors
Washington
$308K +$310K +1,363 New
MC
1312
Montag & Caldwell
Georgia
$306K +$45K +198 +17%
LA
1313
Latitude Advisors
Florida
$304K +$454 +2 +0.1%
WAM
1314
WealthTrust Asset Management
Florida
$301K -$4.32K -19 -1%
GWM
1315
GSB Wealth Management
Connecticut
$301K +$302K +1,330 New
VAS
1316
Vestmark Advisory Solutions
Massachusetts
$300K – – –
OWA
1317
One Wealth Advisors
California
$300K +$74.5K +328 +33%
OC
1318
Oakworth Capital
Alabama
$299K – – –
BWM
1319
BCS Wealth Management
Tennessee
$298K +$300K +1,321 New
TI
1320
Trexquant Investment
Connecticut
$297K +$298K +1,313 New
SC
1321
Searle & Co
Connecticut
$294K – – –
CAM
1322
Covenant Asset Management
New Jersey
$292K – – –
TFGT
1323
TS Financial Group (TSFG)
Illinois
$291K -$5.68K -25 -2%
PCG
1324
Prosperity Consulting Group
Maryland
$291K +$315K +1,387 New
PWM
1325
PBMares Wealth Management
Virginia
$289K +$10K +44 +4%
51 52
53
54 55