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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
OPS
176
Orion Portfolio Solutions
Nebraska
$19.4M +$1.25M +5,675 +7%
PFA
177
Pure Financial Advisors
California
$19.4M +$1.08M +4,913 +6%
FA
178
Fiducient Advisors
Illinois
$19.3M +$1.88M +8,576 +11%
CW
179
CreativeOne Wealth
Kansas
$19M -$2.65M -12,052 -12%
SI
180
Stephens Inc
Arkansas
$18.9M +$696K +3,171 +4%
BAM
181
Berkshire Asset Management
Pennsylvania
$18.9M +$184K +839 +1%
KBFS
182
Kohmann Bosshard Financial Services
Ohio
$18.6M -$1.43M -6,532 -7%
BCM
183
Brookstone Capital Management
Illinois
$18.4M +$404K +1,838 +2%
REMPR
184
Roof Eidam Maycock Peralta (REMP)
California
$18.2M -$131K -596 -0.7%
NIM
185
Northeast Investment Management
Massachusetts
$18.2M +$1.61M +7,339 +10%
FSWA
186
Financial Synergies Wealth Advisors
Texas
$18.1M -$2.41M -10,984 -12%
MFGP
187
Marshall Financial Group (Pennsylvania)
Pennsylvania
$18M +$108K +492 +0.6%
NCM
188
Nelson Capital Management
California
$18M +$94.4K +430 +0.5%
PCMC
189
Private Capital Management (Colorado)
Colorado
$17.7M +$1.09M +4,981 +7%
BFPW
190
BOK Financial Private Wealth
Colorado
$17.6M -$1.03M -4,704 -6%
HWMG
191
Hurlow Wealth Management Group
Indiana
$17.4M +$191K +871 +1%
MWM
192
Marietta Wealth Management
Georgia
$17.4M +$565K +2,575 +3%
DJSG
193
D.J. St. Germain
Massachusetts
$17.2M -$321K -1,463 -2%
MFG
194
Merit Financial Group
Georgia
$17.1M +$592K +2,697 +4%
BFA
195
Brown Financial Advisory
Alabama
$17.1M +$1.31M +5,953 +8%
AWM
196
Axxcess Wealth Management
California
$16.9M +$1.42M +6,455 +9%
CCM
197
Coldstream Capital Management
Washington
$16.6M -$110K -503 -0.7%
CAAS
198
Capital Asset Advisory Services
Michigan
$16.5M +$1.67M +7,607 +11%
MWM
199
Modera Wealth Management
New Jersey
$16.5M +$793K +3,612 +5%
AFA
200
AA Financial Advisors
Ohio
$16.2M +$2.9M +13,208 +22%
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