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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
MNG
201
Manning & Napier Group
New York
$12.6M – – –
GVAG
202
Great Valley Advisor Group
Delaware
$12.4M +$7.71M +34,772 +165%
EWM
203
Empirical Wealth Management
Washington
$12.2M +$3.7M +16,716 +45%
APG
204
Abacus Planning Group
South Carolina
$12M +$713K +3,219 +6%
SIC
205
Salem Investment Counselors
North Carolina
$11.9M -$433K -1,955 -4%
BFA
206
Brown Financial Advisory
Alabama
$11.8M +$285K +1,288 +3%
SRC
207
Sage Rhino Capital
California
$11.7M +$649K +2,930 +6%
RWI
208
Red Wave Investments
Pennsylvania
$11.7M +$553K +2,497 +5%
MPW
209
Monterey Private Wealth
California
$11.7M +$277K +1,250 +2%
AAP
210
Arax Advisory Partners
Colorado
$11.7M +$11.5M +51,831 New
AA
211
ALPS Advisors
Colorado
$11.6M – – –
LWAC
212
Laurel Wealth Advisors (California)
California
$11.6M -$89.3K -403 -0.8%
RIM
213
Rockbridge Investment Management
New York
$11.5M +$682K +3,077 +6%
NHC
214
Nicholas Hoffman & Company
Georgia
$11.5M +$428K +1,932 +4%
MPW
215
MA Private Wealth
California
$11.4M +$287K +1,297 +3%
FFG
216
Fullen Financial Group
Ohio
$11.3M +$231K +1,041 +2%
AI
217
Atria Investments
North Carolina
$11.2M +$2.57M +11,592 +30%
HB
218
Homrich & Berg
Georgia
$11.1M +$1.01M +4,578 +10%
CFG
219
Citizens Financial Group
Rhode Island
$11.1M +$675K +3,044 +7%
WFA
220
West Financial Advisors
Iowa
$11M +$1.22M +5,492 +13%
DC
221
DeDora Capital
California
$11M -$513K -2,316 -5%
JBA
222
Johnson Bixby & Associates
Washington
$10.9M +$1.47M +6,612 +15%
BCM
223
Brookstone Capital Management
Illinois
$10.8M +$4.83M +21,784 +81%
FHA
224
Flagship Harbor Advisors
Massachusetts
$10.8M -$414K -1,866 -4%
PFA
225
Paradigm Financial Advisors
Missouri
$10.3M -$357K -1,613 -3%
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