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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
LFS
2101
Legacy Financial Strategies
Kansas
$206K -$11.3K -44 -5%
PGAM
2102
Princeton Global Asset Management
New Jersey
$206K -$24.6K -96 -11%
PHS
2103
Pekin Hardy Strauss
Illinois
$206K -$56.4K -220 -22%
TBNY
2104
Trustco Bank (New York)
New York
$205K – – –
M
2105
MATAURO
New York
$205K +$204K +796 New
BAM
2106
Broyhill Asset Management
North Carolina
$205K – – –
TA
2107
TKG Advisors
Indiana
$204K -$3.33K -13 -2%
SRWM
2108
Shira Ridge Wealth Management
California
$204K -$63K -246 -24%
CWA
2109
Crux Wealth Advisors
California
$204K -$3.59K -14 -2%
BSI
2110
Bennett Selby Investments
Maine
$204K +$202K +789 New
PGWM
2111
Pitti Group Wealth Management
New York
$203K – – –
MWA
2112
Monograph Wealth Advisors
California
$203K – – –
CWRP
2113
Cassady Wealth & Retirement Planning
Nevada
$202K +$201K +785 New
FWTB
2114
First Western Trust Bank
Colorado
$202K +$201K +784 New
MWM
2115
MOR Wealth Management
Pennsylvania
$202K +$201K +784 New
TCM
2116
Telos Capital Management
California
$202K +$201K +783 New
VCM
2117
Versant Capital Management
Arizona
$202K +$50K +195 +33%
EA
2118
Enclave Advisors
Texas
$202K +$200K +782 New
OFG
2119
Omega Financial Group
California
$201K -$101K -396 -34%
IFWM
2120
Institute for Wealth Management
Colorado
$201K -$142K -553 -41%
AFA
2121
Amicus Financial Advisors
Texas
$201K +$200K +779 New
KWM
2122
KW Wealth Management
California
$200K +$199K +777 New
RPSA
2123
Richard P. Slaughter Associates
Texas
$200K +$199K +777 New
BWA
2124
Basecamp Wealth Advisors
Washington
$199K +$198K +773 New
HA
2125
Heartland Advisors
Wisconsin
$199K – – –
83 84
85
86 87