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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
RVPG
826
Relative Value Partners Group
$354K +$806 +6 +0.2%
WPC
827
Waters Parkerson & Co
Louisiana
$353K – – –
ACM
828
Anfield Capital Management
California
$352K – – –
FPCP
829
Fort Point Capital Partners
California
$350K -$36.7K -273 -10%
NWP
830
Northstar Wealth Partners
Connecticut
$350K +$40.3K +300 +14%
RWRC
831
R.W. Roge & Company
New York
$349K -$250K -1,862 -44%
GL
832
Graypoint LLC
New York
$345K – – –
FAAM
833
First Ascent Asset Management
Colorado
$344K -$83.8K -624 -21%
WP
834
WealthShield Partners
North Carolina
$344K +$79K +588 +33%
FWIA
835
Fort Washington Investment Advisors
Ohio
$343K -$51.2K -381 -14%
TCOV
836
Trust Company of Vermont
Vermont
$342K – – –
CFO
837
CVA Family Office
Colorado
$340K +$313K +2,331 New
TSS
838
Two Sigma Securities
New York
$340K +$313K +2,333 New
SPA
839
Sentinel Pension Advisors
Massachusetts
$339K -$252K -1,877 -45%
FCA
840
FinTrust Capital Advisors
South Carolina
$339K -$43.2K -322 -12%
NDSI
841
Newman Dignan & Sheerar Inc
Rhode Island
$339K +$671 +5 +0.2%
ACM
842
Advisors Capital Management
New Jersey
$336K +$22.3K +166 +8%
SC
843
Scotia Capital
Ontario, Canada
$336K +$309K +2,304 New
SFS
844
Strategic Financial Services
New York
$335K – – –
RMCM
845
Reynders McVeigh Capital Management
Massachusetts
$333K +$46.3K +345 +18%
HWA
846
Heritage Wealth Advisors
Virginia
$328K – – –
CPO
847
Cerity Partners OCIO
New York
$328K -$233K -1,733 -43%
BW
848
Bison Wealth
Georgia
$328K -$66.3K -494 -18%
CAL
849
Capital Advisors Ltd
Ohio
$328K +$17.3K +129 +6%
OSAM
850
O'Shaughnessy Asset Management
Connecticut
$328K +$302K +2,250 New
32 33
34
35 36