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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
DSN
376
D. Scott Neal
Kentucky
$733K +$1.47K +11 +0.2%
JFA
377
Johanson Financial Advisors
California
$732K -$36.7K -274 -5%
SLF
378
Sun Life Financial
Ontario, Canada
$732K +$627K +4,680 +650%
BFG
379
Beacon Financial Group
Texas
$727K +$41.8K +312 +6%
RMAM
380
Raab & Moskowitz Asset Management
New Jersey
$718K +$33K +246 +5%
EFS
381
Essex Financial Services
Connecticut
$709K +$161K +1,202 +30%
FC
382
Forte Capital
New York
$708K +$24.7K +184 +4%
PA
383
Probity Advisors
Texas
$707K -$14.9K -111 -2%
SC
384
SouthState Corp
Florida
$704K +$81.5K +608 +13%
CBU
385
CIBC Bank USA
Illinois
$694K -$36.3K -271 -5%
FWCM
386
Ferguson Wellman Capital Management
Oregon
$689K +$373K +2,787 +121%
GC
387
Gilbert & Cook
Iowa
$682K -$1.07K -8 -0.2%
SDWMA
388
Schneider Downs Wealth Management Advisors
Pennsylvania
$680K – – –
FMBTD
389
First Midwest Bank Trust Division
Illinois
$678K – – –
TI
390
Truepoint Inc
Ohio
$675K +$261K +1,946 +65%
KA
391
Klingman & Associates
New York
$667K +$66.6K +497 +11%
DADC
392
D.A. Davidson & Co
Montana
$665K +$353K +2,634 +116%
BPC
393
Banque Pictet & Cie
Switzerland
$664K +$656K +4,897 New
FUBT
394
First United Bank & Trust
Maryland
$658K +$14.1K +105 +2%
GP
395
Girard Partners
Pennsylvania
$652K +$18.2K +136 +3%
BSB
396
Bangor Savings Bank
Maine
$649K -$5.09K -38 -0.8%
BA
397
BKS Advisors
Michigan
$641K -$12.1K -90 -2%
ACI
398
Alpha Cubed Investments
California
$635K +$269K +2,008 +75%
RC
399
Roundview Capital
New Jersey
$632K +$18.5K +138 +3%
DCM
400
Donaldson Capital Management
Indiana
$632K +$198K +1,476 +46%
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16
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