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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
ANTB
501
AMG National Trust Bank
Colorado
$944K – – –
SWPG
502
Strategic Wealth Partners Group
Illinois
$942K +$636K +4,113 +217%
AMG
503
Asset Management Group
Connecticut
$936K +$162K +1,047 +21%
BAMG
504
Brand Asset Management Group
Missouri
$932K – – –
TI
505
Truepoint Inc
Ohio
$930K +$7.42K +48 +0.8%
FTC
506
Farmers Trust Company
Ohio
$926K -$7.73K -50 -0.8%
LWM
507
Liberty Wealth Management
California
$921K +$6.8K +44 +0.8%
MA
508
MONECO Advisors
Connecticut
$919K +$49K +317 +6%
W
509
WealthStone
Ohio
$919K – – –
GC
510
Gibson Capital
Pennsylvania
$913K – – –
NWM
511
Northwest Wealth Management
Iowa
$913K – – –
MWM
512
Meridian Wealth Management
Kentucky
$903K +$35.5K +230 +4%
OIA
513
Optimum Investment Advisors
Illinois
$902K -$164K -1,058 -16%
AT
514
Arden Trust
Delaware
$901K -$309 -2 -0%
LPIC
515
LeJeune Puetz Investment Counsel
Michigan
$901K – – –
CCP
516
Clarkston Capital Partners
Michigan
$901K +$109K +706 +14%
PTC
517
Private Trust Company
Ohio
$900K +$15K +97 +2%
BAM
518
Belpointe Asset Management
Nevada
$898K +$886K +5,730 New
NFG
519
NewFocus Financial Group
Washington
$897K -$1.39K -9 -0.2%
CSIC
520
Clifford Swan Investment Counsel
California
$886K -$170K -1,100 -16%
FTIOP
521
Fiduciary Trust International of Pennsylvania
Pennsylvania
$882K +$870K +5,631 New
PSF
522
Pacific Sun Financial
California
$875K +$863K +5,587 New
FWIA
523
Fort Washington Investment Advisors
Ohio
$868K +$94K +608 +12%
BBA
524
Braun-Bostich & Associates
Pennsylvania
$865K -$251K -1,622 -23%
MCG
525
McCollum Christoferson Group
New York
$861K -$34K -220 -4%
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