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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
LSAG
626
Lake Street Advisors Group
New Hampshire
$916K -$11.5K -75 -1%
GIM
627
Goelzer Investment Management
Indiana
$916K -$9.68K -63 -1%
HC
628
HNP Capital
New York
$912K -$565K -3,678 -40%
CA
629
Capital Advantage
California
$909K -$43.6K -284 -5%
RW
630
REDW Wealth
New Mexico
$903K -$57.6K -375 -6%
AWM
631
Avior Wealth Management
Nebraska
$895K -$693K -4,514 -44%
ESB
632
Essex Savings Bank
Connecticut
$892K +$59.9K +390 +7%
FUBT
633
First United Bank & Trust
Maryland
$887K -$14.6K -95 -2%
GC
634
Gibson Capital
Pennsylvania
$887K – – –
KIA
635
KCM Investment Advisors
California
$887K – – –
ACM
636
Azimuth Capital Management
Michigan
$884K +$84.5K +550 +11%
MA
637
Mutual Advisors
Nebraska
$882K -$9.22K -60 -1%
CWM
638
Circle Wealth Management
New Jersey
$882K – – –
CSIC
639
Clifford Swan Investment Counsel
California
$878K +$94.8K +617 +12%
FI
640
FormulaFolio Investments
Michigan
$877K +$428K +2,789 +96%
IBOK
641
Independence Bank of Kentucky
Kentucky
$876K +$112K +726 +15%
ACP
642
Aveo Capital Partners
Colorado
$873K +$635K +4,133 +268%
JCM
643
Jag Capital Management
Missouri
$869K +$39.8K +259 +5%
CCMD
644
Cypress Capital Management (Delaware)
Delaware
$867K +$19.2K +125 +2%
TFF
645
The Family Firm
Maryland
$848K +$1.84K +12 +0.2%
FI
646
Financial Insights
Washington
$847K -$402K -2,614 -32%
AT
647
Arden Trust
Delaware
$847K – – –
NFG
648
Nations Financial Group
Iowa
$842K -$3.23K -21 -0.4%
OA
649
Oxbow Advisors
Texas
$838K -$1.07K -7 -0.1%
RI
650
Ridgewood Investments
New Jersey
$829K +$221K +1,436 +36%
24 25
26
27 28