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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
BOM
776
Bank of Marin
California
$837K – – –
W
777
WealthStone
Ohio
$834K +$181K +1,026 +31%
RI
778
Ridgewood Investments
New Jersey
$829K – – –
WIA
779
World Investment Advisors
California
$829K +$97K +550 +17%
DP
780
Denver PWM
Colorado
$829K +$763K +4,326 New
MSS
781
Mitchell Sinkler & Starr
Pennsylvania
$828K -$16.8K -95 -2%
RCA
782
Rex Capital Advisors
Rhode Island
$828K – – –
VFA
783
Valeo Financial Advisors
Indiana
$825K +$41.6K +236 +6%
OWA
784
Outlook Wealth Advisors
Texas
$825K +$171K +971 +30%
FLA
785
Financial Life Advisors
Texas
$819K -$3.71K -21 -0.5%
SWA
786
Sutton Wealth Advisors
Florida
$817K +$5.64K +32 +0.8%
FAT
787
First American Trust
California
$815K +$739K +4,188 New
SEIA
788
Signature Estate & Investment Advisors
California
$812K -$162K -919 -18%
PO
789
Private Ocean
California
$812K +$176 +1 +0%
BWA
790
Burt Wealth Advisors
Maryland
$811K -$11.3K -64 -2%
NEGWA
791
New England Guild Wealth Advisors
Connecticut
$809K +$135K +763 +22%
GCP
792
Gill Capital Partners
Colorado
$804K +$417K +2,364 +134%
LDB
793
Lee, Danner & Bass
Tennessee
$789K -$46.2K -262 -6%
DI
794
Disciplined Investments
Oklahoma
$789K +$293K +1,660 +69%
BCP
795
Berkeley Capital Partners
Georgia
$786K -$18.2K -103 -2%
BFS
796
Bradley Foster & Sargent
Connecticut
$785K +$308K +1,744 +76%
PWW
797
Pettyjohn Wood & White
Virginia
$781K -$43.2K -245 -6%
CSPAM
798
Cary Street Partners Asset Management
Virginia
$779K +$706K +4,002 New
GJIC
799
Gamble Jones Investment Counsel
California
$778K +$97K +550 +16%
TPA
800
Trivium Point Advisory
Connecticut
$774K +$119K +676 +22%
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