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Vanguard Morningstar Small-Cap ETF
VB

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