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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
MCIA
201
Mountain Capital Investment Advisors
Colorado
$14M +$12.8M +67,976 New
SWP
202
Stratos Wealth Partners
Ohio
$14M +$349K +1,845 +3%
AM
203
AGF Management
Ontario, Canada
$14M +$98.3K +520 +0.7%
MWM
204
Marietta Wealth Management
Georgia
$13.9M +$2.46M +13,001 +23%
SA
205
SAM Advisors
California
$13.8M +$499K +2,642 +4%
CAI
206
Capital Advisors Inc
Oklahoma
$13.8M +$12.5M +66,291 +2,252%
USCWA
207
U.S. Capital Wealth Advisors
Texas
$13.8M -$25.1K -133 -0.2%
SIC
208
Salem Investment Counselors
North Carolina
$13.7M +$294K +1,554 +2%
MWC
209
MBM Wealth Consultants
Missouri
$13.6M +$1.73M +9,149 +16%
WT
210
Whittier Trust
California
$13.5M -$125K -663 -1%
GT
211
Glenview Trust
Kentucky
$13.4M +$293K +1,553 +2%
BRWA
212
B. Riley Wealth Advisors
Florida
$13.3M -$1.86M -9,843 -13%
EWM
213
Empirical Wealth Management
Washington
$13.2M -$3.01M -15,924 -19%
FHA
214
Flagship Harbor Advisors
Massachusetts
$13.1M +$365K +1,934 +3%
3IP
215
3Chopt Investment Partners
Virginia
$12.9M +$1.56M +8,243 +15%
V
216
Veritable
Delaware
$12.7M +$856K +4,531 +8%
BA
217
Bristlecone Advisors
Washington
$12.4M +$21.7K +115 +0.2%
AIM
218
Acropolis Investment Management
Missouri
$12.4M +$134K +708 +1%
CWAG
219
Compton Wealth Advisory Group
Virginia
$12.4M +$251K +1,329 +2%
WTC
220
WhitTier Trust Company
Nevada
$12.4M – – –
GAM
221
Gemmer Asset Management
California
$12.3M +$232K +1,229 +2%
SRC
222
Sage Rhino Capital
California
$12.3M +$385K +2,038 +3%
TCM
223
Twele Capital Management
Minnesota
$12.3M +$2.33M +12,319 +25%
BPA
224
Beacon Pointe Advisors
California
$12.1M -$690K -3,651 -6%
IDA
225
Intelligence Driven Advisers
California
$12.1M -$5.59M -29,572 -32%
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