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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1601
Cornerstone Advisory
Maryland
$297K +$11.4K +50 +4%
CFS
1602
CGC Financial Services
Oregon
$296K – – –
LFA
1603
Legacy Financial Advisors
Kentucky
$295K -$9.32K -41 -3%
SIC
1604
SJS Investment Consulting
Ohio
$294K – – –
AWA
1605
Arete Wealth Advisors
Illinois
$292K -$39.1K -172 -12%
SWM
1606
SilverOak Wealth Management
Minnesota
$291K – – –
AP
1607
Aspect Partners
Virginia
$291K – – –
LMKC
1608
L.M. Kohn & Company
Ohio
$290K +$43.4K +191 +18%
RWM
1609
Raffa Wealth Management
District of Columbia
$289K +$1.14K +5 +0.4%
FFG
1610
Fiduciary Financial Group
California
$289K -$160K -704 -36%
LOPW
1611
Live Oak Private Wealth
North Carolina
$288K -$3.18K -14 -1%
LWCFA
1612
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$286K – – –
MA
1613
MBA Advisors
Pennsylvania
$286K -$9.09K -40 -3%
MFA
1614
Millington Financial Advisors
Illinois
$285K +$454 +2 +0.2%
RPSA
1615
Richard P. Slaughter Associates
Texas
$285K – – –
EW
1616
Evoke Wealth
California
$285K +$272K +1,198 New
EFP
1617
EnRich Financial Partners
Wisconsin
$283K +$43.4K +191 +19%
SWM
1618
Shakespeare Wealth Management
Wisconsin
$282K – – –
TCMP
1619
Thrive Capital Management (Pennsylvania)
Pennsylvania
$282K +$29.1K +128 +12%
MNBTD
1620
Moody National Bank Trust Division
Texas
$281K – – –
TA
1621
TPG Advisors
Illinois
$281K +$27.3K +120 +11%
CHJWM
1622
Carlton Hofferkamp & Jenks Wealth Management
Texas
$280K – – –
HIGP
1623
Hill Investment Group Partners
Missouri
$280K – – –
BA
1624
Bluesphere Advisors
Pennsylvania
$279K +$25.2K +111 +10%
SSWM
1625
Smith Salley Wealth Management
North Carolina
$279K +$267K +1,177 New
63 64
65
66 67