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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
701
AllSquare Wealth Management
New York
$416K -$35.5K -236 -6%
UB
702
UMB Bank
Missouri
$413K -$1.8K -12 -0.3%
PD
703
Planning Directions
Pennsylvania
$412K -$960K -6,386 -64%
HCM
704
Horan Capital Management
Maryland
$409K -$45.1K -300 -8%
TNB
705
Thomasville National Bank
Georgia
$409K – – –
AWM
706
Aevitas Wealth Management
Massachusetts
$409K +$21.8K +145 +4%
SWP
707
Strategic Wealth Partners
Ohio
$408K – – –
FBFS
708
First Business Financial Services
Wisconsin
$407K – – –
G
709
Gainplan
Michigan
$406K +$115K +762 +28%
TI
710
Trexquant Investment
Connecticut
$404K +$319K +2,122 +154%
LP
711
LGL Partners
Pennsylvania
$401K +$2.1K +14 +0.4%
TA
712
TFG Advisers
Michigan
$400K +$7.06K +47 +1%
FTI
713
Fiduciary Trust International
Massachusetts
$398K – – –
F
714
F3Logic
Minnesota
$397K -$8.27K -55 -2%
CL
715
CPWM LLC
Washington
$392K +$178K +1,183 +54%
PL
716
Plancorp LLC
Missouri
$391K -$27.5K -183 -5%
DACG
717
Donor Advised Charitable Giving
California
$391K +$2.1K +14 +0.4%
SWM
718
Southern Wealth Management
Texas
$391K +$2.1K +14 +0.4%
NEGWA
719
New England Guild Wealth Advisors
Connecticut
$391K +$78.6K +523 +18%
BUB
720
BBVA USA Bancshares
Texas
$390K -$365K -2,429 -42%
NSIM
721
North Star Investment Management
Illinois
$389K -$291K -1,939 -37%
BWA
722
Beam Wealth Advisors
Louisiana
$389K +$28.9K +192 +6%
WF
723
Welch & Forbes
Massachusetts
$388K -$234K -1,560 -32%
CIA
724
Capital Investment Advisors
Georgia
$387K -$5.11K -34 -1%
FPTW
725
Franklin, Parlapiano, Turner & Welch
Texas
$386K – – –
27 28
29
30 31