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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
451
Dimension Capital Management
Florida
$797K -$32.1K -210 -4%
I
452
IberiaBank
Louisiana
$797K +$264K +1,725 +51%
SFG
453
StrategIQ Financial Group
Indiana
$793K +$459 +3 +0.1%
AMCA
454
Arthur M. Cohen & Associates
Illinois
$789K +$1.68K +11 +0.2%
MA
455
Mutual Advisors
Nebraska
$785K +$21.4K +140 +3%
GBT
456
Grove Bank & Trust
Florida
$778K +$136K +890 +22%
MWAC
457
Mariner Wealth Advisors (Cincinnati)
Ohio
$774K +$765 +5 +0.1%
CCP
458
Clarkston Capital Partners
Michigan
$763K +$23.6K +154 +3%
AWM
459
AllSquare Wealth Management
New York
$763K +$118K +770 +19%
LSAG
460
Lake Street Advisors Group
New Hampshire
$762K -$107K -697 -12%
MCG
461
McCollum Christoferson Group
New York
$746K -$1.22K -8 -0.2%
FC
462
Ferris Capital
Massachusetts
$742K – – –
MWM
463
Meridian Wealth Management
Kentucky
$739K +$43.6K +285 +6%
CAG
464
Crestwood Advisors Group
Massachusetts
$733K -$46.2K -302 -6%
LDB
465
Lee, Danner & Bass
Tennessee
$731K -$114K -745 -14%
JCM
466
Jag Capital Management
Missouri
$730K – – –
NG
467
Northstar Group
New York
$722K +$48.5K +317 +7%
UB
468
UMB Bank
Missouri
$717K +$129K +846 +23%
BA
469
BKS Advisors
Michigan
$705K -$19.1K -125 -3%
FNB
470
Farmers National Bank
Kentucky
$704K -$7.65K -50 -1%
GC
471
Gilbert & Cook
Iowa
$702K -$14.4K -94 -2%
QCG
472
Quadrant Capital Group
Ohio
$702K – – –
SDWMA
473
Schneider Downs Wealth Management Advisors
Pennsylvania
$700K -$5.66K -37 -0.8%
RMAM
474
Raab & Moskowitz Asset Management
New Jersey
$700K -$1.99K -13 -0.3%
BCWM
475
Bartlett & Co Wealth Management
Ohio
$693K -$909K -5,944 -57%
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19
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