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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
SIG
1426
Sargent Investment Group
Maryland
$225K +$227K +1,225 New
IAG
1427
Investmark Advisory Group
Connecticut
$224K – – –
LOPW
1428
Live Oak Private Wealth
North Carolina
$223K – – –
BCMLT
1429
Beacon Capital Management LLC (Tennessee)
Tennessee
$221K +$6.49K +35 +3%
LWCFA
1430
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$221K – – –
GFS
1431
GYL Financial Synergies
Connecticut
$221K +$223K +1,202 New
PCTC
1432
Perkins Coie Trust Company
Washington
$220K -$33K -178 -13%
HH
1433
Hilltop Holdings
Texas
$220K +$222K +1,200 New
APP
1434
Avantax Planning Partners
Iowa
$219K -$4.82K -26 -2%
RWM
1435
Raffa Wealth Management
District of Columbia
$219K +$1.11K +6 +0.5%
MNBTD
1436
Moody National Bank Trust Division
Texas
$218K +$220K +1,186 New
PCMK
1437
Paragon Capital Management (Kansas)
Kansas
$218K +$1.3K +7 +0.6%
IFWM
1438
Institute for Wealth Management
Colorado
$218K -$8.53K -46 -4%
SM
1439
Sensible Money
Arizona
$217K +$219K +1,183 New
BWP
1440
Balboa Wealth Partners
Arizona
$217K -$41.1K -222 -16%
SPA
1441
Sentinel Pension Advisors
Massachusetts
$215K +$218K +1,174 New
ZIC
1442
ZWJ Investment Counsel
Georgia
$215K – – –
AMIM
1443
Aull & Monroe Investment Management
Alabama
$214K – – –
CMP
1444
Courage Miller Partners
Virginia
$213K +$216K +1,163 New
GIA
1445
GHP Investment Advisors
Colorado
$213K – – –
OPCM
1446
Osborne Partners Capital Management
California
$213K +$215K +1,161 New
IIC
1447
Ironwood Investment Counsel
Arizona
$213K +$215K +1,159 New
DE
1448
Day & Ennis
Georgia
$212K +$214K +1,157 New
IWP
1449
IAG Wealth Partners
Wisconsin
$212K -$6.86K -37 -3%
JWM
1450
JGP Wealth Management
Oregon
$212K +$214K +1,155 New
56 57
58
59 60