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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
1551
GHP Investment Advisors
Colorado
$291K +$18.2K +83 +7%
RCA
1552
Resonant Capital Advisors
Wisconsin
$291K +$5.93K +27 +2%
KFS
1553
Kelly Financial Services
Massachusetts
$291K -$878 -4 -0.3%
DA
1554
Detalus Advisors
Missouri
$290K -$3.51K -16 -1%
NP
1555
NorthRock Partners
Minnesota
$289K +$130K +591 +81%
I
1556
INVST
Indiana
$288K -$10.5K -48 -3%
PCS
1557
Personal CFO Solutions
New Jersey
$287K +$31.6K +144 +12%
RMC
1558
Resources Management Corp
Connecticut
$287K -$4.39K -20 -1%
TWP
1559
Tempus Wealth Planning
California
$287K +$69K +314 +31%
HW
1560
Hancock Whitney
Mississippi
$287K -$25.3K -115 -8%
ZIC
1561
ZWJ Investment Counsel
Georgia
$285K -$2.2K -10 -0.8%
OPCM
1562
Osborne Partners Capital Management
California
$284K +$86.5K +394 +43%
PCMC
1563
Planning Capital Management Corporation
Pennsylvania
$283K +$163K +740 +133%
AWM
1564
Angeles Wealth Management
California
$283K -$19.8K -90 -6%
JWM
1565
JGP Wealth Management
Oregon
$283K -$18.4K -84 -6%
WFG
1566
Wills Financial Group
Virginia
$283K – – –
LWCFA
1567
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$282K – – –
WFA
1568
WMG Financial Advisors
Tennessee
$282K – – –
ITIM
1569
Indiana Trust & Investment Management
Indiana
$282K – – –
APW
1570
Austin Private Wealth
Texas
$281K -$68.5K -312 -19%
DB
1571
Dravo Bay
Delaware
$281K – – –
LFA
1572
Legacy Financial Advisors
Kentucky
$280K -$69.2K -315 -20%
EC
1573
Estate Counselors
Wisconsin
$279K -$273K -1,245 -49%
STA
1574
Smith Thornton Advisors
Alabama
$278K +$280K +1,276 New
OC
1575
Oakworth Capital
Alabama
$275K +$11K +50 +4%
61 62
63
64 65