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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
DOA
176
D'Orazio & Associates
Virginia
$16.7M -$2.69M -13,523 -13%
BCI
177
Brinker Capital Investments
Pennsylvania
$16.5M -$1.11M -5,580 -6%
OPS
178
Orion Portfolio Solutions
Nebraska
$16.5M -$1.11M -5,580 -6%
3IP
179
3Chopt Investment Partners
Virginia
$16.5M +$4.44M +22,305 +34%
SC
180
Savant Capital
Illinois
$16.3M +$129K +648 +0.8%
BAM
181
Berkshire Asset Management
Pennsylvania
$15.8M +$486K +2,438 +3%
DJSG
182
D.J. St. Germain
Massachusetts
$15.7M -$363K -1,824 -2%
EC
183
Estate Counselors
Wisconsin
$15.7M -$7.76M -38,935 -32%
WA
184
WBH Advisory
Maryland
$15.6M -$316K -1,588 -2%
PFA
185
Pure Financial Advisors
California
$15.6M +$484K +2,428 +3%
NCM
186
Nelson Capital Management
California
$15.5M -$44.8K -225 -0.3%
FA
187
Fiducient Advisors
Illinois
$15.3M -$156K -784 -1%
CW
188
CreativeOne Wealth
Kansas
$15.2M -$2.64M -13,250 -14%
REMPR
189
Roof Eidam Maycock Peralta (REMP)
California
$15M +$463K +2,323 +3%
CCM
190
Coldstream Capital Management
Washington
$15M -$943K -4,735 -6%
HWMG
191
Hurlow Wealth Management Group
Indiana
$15M +$195K +981 +1%
MFGP
192
Marshall Financial Group (Pennsylvania)
Pennsylvania
$14.9M +$130K +654 +0.8%
AWM
193
AE Wealth Management
Kansas
$14.8M -$7.47M -37,486 -32%
MCIA
194
Mountain Capital Investment Advisors
Colorado
$14.8M +$2.5M +12,535 +18%
BRWA
195
B. Riley Wealth Advisors
Florida
$14.5M +$1.91M +9,604 +14%
MWM
196
Marietta Wealth Management
Georgia
$14.5M +$1.36M +6,851 +10%
PCMC
197
Private Capital Management (Colorado)
Colorado
$14.2M +$712K +3,575 +5%
JWM
198
JFG Wealth Management
Colorado
$14.2M +$41.8K +210 +0.3%
WCWM
199
Wooster Corthell Wealth Management
Connecticut
$14.1M +$258K +1,294 +2%
WIM
200
Warwick Investment Management
Texas
$13.9M +$290K +1,454 +2%
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