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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
176
Montag & Associates
Georgia
$12.7M +$1.31M +6,921 +10%
SI
177
Stephens Inc
Arkansas
$12.6M -$170K -900 -1%
PW
178
Peninsula Wealth
California
$12.5M +$75.5K +400 +0.5%
MFGP
179
Marshall Financial Group (Pennsylvania)
Pennsylvania
$12.5M +$831K +4,401 +6%
USCWA
180
U.S. Capital Wealth Advisors
Texas
$12.4M -$3.12M -16,532 -19%
WT
181
Whittier Trust
California
$12.4M +$6.04K +32 +0%
EWM
182
Empirical Wealth Management
Washington
$12.2M +$492K +2,606 +4%
PFA
183
Pure Financial Advisors
California
$12.2M -$1.15M -6,117 -8%
BPA
184
Beacon Pointe Advisors
California
$12.1M -$977K -5,176 -7%
DADC
185
D.A. Davidson & Co
Montana
$12M -$1.24M -6,588 -9%
FA
186
Fiducient Advisors
Illinois
$12M +$82.5K +437 +0.6%
AF
187
Arrow Financial
New York
$12M -$218K -1,152 -2%
FFG
188
Fullen Financial Group
Ohio
$11.9M +$610K +3,232 +5%
HWMG
189
Hurlow Wealth Management Group
Indiana
$11.8M +$487K +2,581 +4%
BSSFA
190
Baron Silver Stevens Financial Advisors
Florida
$11.7M +$145K +767 +5%
AF
191
Advisornet Financial
Minnesota
$11.6M +$279K +1,478 +2%
SA
192
SAM Advisors
California
$11.6M +$69.5K +368 +0.5%
MPW
193
MA Private Wealth
California
$11.5M +$69.9K +370 +0.6%
VWA
194
Visionary Wealth Advisors
Illinois
$11.4M -$14.8M -78,210 -54%
IWC
195
Integrated Wealth Concepts
Massachusetts
$11.4M +$1.23M +6,530 +11%
AI
196
Atria Investments
North Carolina
$11.2M -$2.59M -13,695 -17%
BFA
197
Brown Financial Advisory
Alabama
$11.2M +$945K +5,003 +8%
FHA
198
Flagship Harbor Advisors
Massachusetts
$11.2M +$737K +3,904 +6%
AIM
199
Acropolis Investment Management
Missouri
$11.1M +$983K +5,208 +9%
BA
200
Bristlecone Advisors
Washington
$11.1M +$145K +769 +1%
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