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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
GLLW
801
Graves Light Lenhart Wealth
Virginia
$285K +$5.41K +36 +1%
DI
802
Disciplined Investments
Oklahoma
$284K +$213K +1,417 +136%
WPC
803
Waters Parkerson & Co
Louisiana
$280K -$11.3K -75 -3%
BWM
804
BigSur Wealth Management
Florida
$280K – – –
RVPG
805
Relative Value Partners Group
$279K -$38.3K -255 -10%
VBFP
806
Valtinson Bruner Financial Planning
Minnesota
$279K +$41.6K +277 +15%
SFI
807
SPC Financial Inc
Maryland
$277K -$71.4K -475 -17%
FHA
808
First Horizon Advisors
Tennessee
$276K -$51.1K -340 -12%
DLCIG
809
D.L. Carlson Investment Group
New Hampshire
$276K – – –
BWP
810
Bernardo Wealth Planning
Pennsylvania
$274K -$171K -1,136 -32%
FNC
811
First National Corp
Massachusetts
$274K +$2.84M +18,897 +180%
GL
812
Graypoint LLC
New York
$273K +$355K +2,365 New
TCOV
813
Trust Company of Vermont
Vermont
$271K -$10.7K -71 -3%
22CM
814
20/20 Capital Management
California
$271K – – –
PA
815
PFG Advisors
Arizona
$268K -$102K -677 -24%
MC
816
Moors & Cabot
Massachusetts
$268K -$17.3K -115 -5%
ACM
817
Anfield Capital Management
California
$267K -$252K -1,676 -42%
CIA
818
Compass Ion Advisors
Pennsylvania
$267K +$348K +2,315 New
TC
819
Truvestments Capital
Florida
$266K -$2.2M -14,654 -86%
DWA
820
Douglass Winthrop Advisors
New York
$266K -$518K -3,450 -60%
SFS
821
Strategic Financial Services
New York
$266K -$237K -1,575 -41%
NDSI
822
Newman Dignan & Sheerar Inc
Rhode Island
$266K +$1.35K +9 +0.4%
C
823
Certuity
Florida
$265K +$341K +2,271 New
LA
824
LexAurum Advisors
Kansas
$264K +$343K +2,285 New
AC
825
Avestar Capital
New York
$263K +$342K +2,276 New
31 32
33
34 35