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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
BW
626
Bison Wealth
Georgia
$550K -$19.2K -124 -3%
TFS
627
Thoroughbred Financial Services
Tennessee
$550K +$554K +3,575 New
MCP
628
Mirador Capital Partners
California
$548K -$57.5K -371 -9%
F
629
F3Logic
Minnesota
$547K -$91.2K -588 -14%
BFO
630
Boston Family Office
Massachusetts
$545K -$24.8K -160 -4%
SFS
631
Strategic Financial Services
New York
$545K +$38.8K +250 +8%
BWP
632
Bernardo Wealth Planning
Pennsylvania
$539K +$60.3K +389 +12%
CFC
633
Coyle Financial Counsel
Illinois
$535K -$2.17K -14 -0.4%
NFG
634
Nations Financial Group
Iowa
$535K +$531K +3,422 New
GAM
635
Grandview Asset Management
Pennsylvania
$532K +$195K +1,257 +56%
FTI
636
Fiduciary Trust International
Massachusetts
$531K – – –
NFG
637
Nadler Financial Group
Illinois
$520K +$155 +1 +0%
CIA
638
Capital Investment Advisors
Georgia
$518K – – –
DACG
639
Donor Advised Charitable Giving
California
$516K +$3.1K +20 +0.6%
FPTW
640
Franklin, Parlapiano, Turner & Welch
Texas
$515K – – –
HS
641
Horan Securities
United States
$513K -$3.72K -24 -0.7%
SYBT
642
Stock Yards Bank & Trust
Kentucky
$512K – – –
WA1
643
Wimmer Associates 1
California
$512K – – –
AF
644
Affiance Financial
Minnesota
$510K -$11.5K -74 -2%
TA
645
TFG Advisers
Michigan
$510K +$2.02K +13 +0.4%
CP
646
Camelot Portfolios
Ohio
$505K -$1.17M -7,563 -70%
SCM
647
Sterling Capital Management
North Carolina
$505K -$26.7K -172 -5%
GG
648
Gofen & Glossberg
Illinois
$502K – – –
TIM
649
Tortoise Investment Management
New York
$498K -$102K -658 -17%
BFO
650
Biltmore Family Office
North Carolina
$493K -$27K -174 -5%
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