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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
SFM
1726
Signet Financial Management
New Jersey
$316K – – –
FCM
1727
Firestone Capital Management
Florida
$315K +$75.9K +340 +34%
SWM
1728
SilverOak Wealth Management
Minnesota
$314K – – –
LSIA
1729
LaSalle St. Investment Advisors
Illinois
$313K +$295K +1,321 New
GWM
1730
GDS Wealth Management
Texas
$313K -$109K -488 -27%
LWP
1731
LMG Wealth Partners
Louisiana
$312K +$293K +1,315 New
LOPW
1732
Live Oak Private Wealth
North Carolina
$311K -$40.6K -182 -12%
HW
1733
Hancock Whitney
Mississippi
$311K – – –
KIM
1734
Kestra Investment Management
Texas
$311K +$21.9K +98 +8%
SEM
1735
Strategic Equity Management
Arizona
$310K -$2.5M -11,194 -90%
RCA
1736
Resonant Capital Advisors
Wisconsin
$310K – – –
BA
1737
BIP Alliance
Georgia
$305K +$287K +1,288 New
RMC
1738
Resources Management Corp
Connecticut
$304K -$1.56K -7 -0.5%
CCM
1739
Cloud Capital Management
Washington
$304K +$223 +1 +0.1%
CWM
1740
Centricity Wealth Management
Ohio
$303K – – –
FCT
1741
First Community Trust
Iowa
$303K +$23.4K +105 +9%
SAM
1742
Smartleaf Asset Management
Massachusetts
$302K +$97.5K +437 +52%
TFP
1743
Traction Financial Partners
Wyoming
$302K -$2.9K -13 -1%
STA
1744
Smith Thornton Advisors
Alabama
$302K – – –
DA
1745
Drake & Associates
Wisconsin
$302K -$19.9K -89 -7%
WMA
1746
William Mack & Associates
Michigan
$300K +$282K +1,266 New
BWL
1747
Bogart Wealth LLC
Virginia
$299K -$20.3K -91 -7%
MSAM
1748
Moloney Securities Asset Management
Missouri
$299K +$15.4K +69 +6%
P
1749
Pitcairn
Pennsylvania
$298K – – –
VF
1750
Vawter Financial
Ohio
$297K -$9.91M -44,415 -97%
68 69
70
71 72