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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
BFC
826
Bedel Financial Consulting
Indiana
$87K -$75K -515 -44%
AOWM
827
Alpha Omega Wealth Management
Virginia
$87K – – –
CCM
828
Cribstone Capital Management
Maine
$87K – – –
FWM
829
Focused Wealth Management
New York
$86K +$6.7K +46 +8%
PB
830
Pinnacle Bancorp
Nebraska
$86K +$94.6K +650 New
CAL
831
Capital Analysts LLC
Pennsylvania
$85K -$26.2K -180 -22%
PCA
832
Providence Capital Advisors
North Carolina
$85K – – –
BOPW
833
Brandywine Oak Private Wealth
Pennsylvania
$85K +$94.5K +649 New
CAC
834
Certified Advisory Corp
Florida
$78K +$18.3K +126 +27%
GTAM
835
Global Trust Asset Management
Florida
$76K -$2.91K -20 -3%
AP
836
Atwood & Palmer
Missouri
$74K – – –
WANY
837
Wealthspire Advisors (New York)
New York
$73K +$80.1K +550 New
BTNA
838
Bremer Trust National Association
Minnesota
$71K +$78.6K +540 New
CB
839
CNB Bank
Pennsylvania
$70K +$17.2K +118 +29%
GWA
840
Guidant Wealth Advisors
Illinois
$67K +$74.2K +510 New
ADL
841
Asset Dedication LLC
California
$66K -$2.17M -14,872 -97%
VCM
842
Vigilant Capital Management
Maine
$66K – – –
BWL
843
Bogart Wealth LLC
Virginia
$65K – – –
KPCM
844
Kings Point Capital Management
New York
$65K – – –
OFW
845
Omnia Family Wealth
Florida
$64K – – –
WAM
846
Watermark Asset Management
California
$63K -$9.03K -62 -12%
NSB
847
Norway Savings Bank
Maine
$63K – – –
ESB
848
Essex Savings Bank
Connecticut
$63K +$69.2K +475 New
SWPG
849
Strategic Wealth Partners Group
Illinois
$63K +$69.9K +480 New
DWM
850
Destination Wealth Management
California
$60K – – –
32 33
34
35 36