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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
KFS
1701
Kaizen Financial Strategies
California
$329K -$127K -571 -29%
SIM
1702
Synergy Investment Management
Florida
$327K -$10.5K -47 -3%
TFM
1703
Trademark Financial Management
Minnesota
$326K -$88.6K -397 -22%
CG
1704
Clifford Group
Massachusetts
$326K – – –
UB
1705
Umpqua Bank
Oregon
$325K +$300K +1,343 New
DI
1706
Disciplined Investors
Texas
$325K +$669 +3 +0.2%
MTIC
1707
Missouri Trust & Investment Company
Missouri
$324K – – –
APW
1708
Austin Private Wealth
Texas
$324K – – –
KWM
1709
Keebeck Wealth Management
Illinois
$324K -$223 -1 -0.1%
KOC
1710
Koss-Olinger Consulting
Florida
$324K +$52.2K +234 +21%
KL
1711
KWMG LLC
Kansas
$323K +$12.5K +56 +4%
KFI
1712
Key Financial Inc
Pennsylvania
$322K -$46.6K -209 -13%
ZRP
1713
Zynergy Retirement Planning
New Jersey
$321K -$12.9K -58 -4%
LA
1714
LVW Advisors
New York
$320K – – –
PMG
1715
ProVise Management Group
Florida
$320K -$144K -645 -32%
MWA
1716
Monograph Wealth Advisors
California
$320K +$301K +1,347 New
SSWM
1717
Sheets Smith Wealth Management
North Carolina
$320K -$446 -2 -0.1%
FCC
1718
Flower City Capital
New York
$320K – – –
CEI
1719
Clark Estates Inc
New York
$320K – – –
ZIC
1720
ZWJ Investment Counsel
Georgia
$319K -$8.03K -36 -3%
DWM
1721
DecisionMap Wealth Management
Virginia
$319K -$16.3K -73 -5%
TWP
1722
Total Wealth Planning
Ohio
$318K +$1.34K +6 +0.4%
DWA
1723
Delap Wealth Advisory
Oregon
$318K -$122K -548 -29%
TWP
1724
Tempus Wealth Planning
California
$318K – – –
TA
1725
TPG Advisors
Illinois
$317K +$40.8K +183 +16%
67 68
69
70 71