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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
401
NewFocus Financial Group
Washington
$897K +$21.6K +149 +3%
CCA
402
Cobblestone Capital Advisors
New York
$880K – – –
WMG
403
WESCAP Management Group
California
$880K +$862K +5,958 New
LSAG
404
Lake Street Advisors Group
New Hampshire
$879K +$860K +5,945 New
SFSG
405
Stearns Financial Services Group
North Carolina
$877K +$2.89K +20 +0.3%
BFG
406
Beacon Financial Group
Texas
$858K -$1.8M -12,454 -68%
FWCM
407
Ferguson Wellman Capital Management
Oregon
$858K +$104K +719 +14%
AT
408
Arden Trust
Delaware
$851K – – –
TI
409
Truepoint Inc
Ohio
$849K +$62.8K +434 +8%
DADC
410
D.A. Davidson & Co
Montana
$841K +$45.4K +314 +6%
GP
411
Girard Partners
Pennsylvania
$841K +$149K +1,033 +22%
TFCP
412
Twin Focus Capital Partners
Massachusetts
$832K +$246K +1,700 +43%
WLIM
413
White Lighthouse Investment Management
Massachusetts
$832K +$814K +5,626 New
CTC
414
Central Trust Company
Missouri
$831K +$533K +3,685 +190%
RC
415
Roundview Capital
New Jersey
$828K +$45.4K +314 +6%
APA
416
American Portfolios Advisors
New York
$823K +$805K +5,566 New
CT
417
CPF Texas
Texas
$822K +$808K +5,584 New
CAM
418
Columbia Asset Management
Michigan
$814K +$33.8K +234 +4%
AFNAS
419
American Financial Network Advisory Services
California
$813K -$12.2K -84 -2%
AF
420
Advisornet Financial
Minnesota
$813K +$796K +5,500 New
HCM
421
Horan Capital Management
Maryland
$806K -$239K -1,652 -23%
OA
422
Oxbow Advisors
Texas
$806K – – –
KA
423
Klingman & Associates
New York
$806K +$107K +738 +16%
LDB
424
Lee, Danner & Bass
Tennessee
$804K -$723 -5 -0.1%
UBV
425
United Bank (Virginia)
Virginia
$799K +$783K +5,410 New
15 16
17
18 19