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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
WPC
826
Waters Parkerson & Co
Louisiana
$353K – – –
ACM
827
Anfield Capital Management
California
$352K – – –
FPCP
828
Fort Point Capital Partners
California
$350K -$36.7K -273 -10%
NWP
829
Northstar Wealth Partners
Connecticut
$350K +$40.3K +300 +14%
RWRC
830
R.W. Roge & Company
New York
$349K -$250K -1,862 -44%
GL
831
Graypoint LLC
New York
$345K – – –
FAAM
832
First Ascent Asset Management
Colorado
$344K -$83.8K -624 -21%
WP
833
WealthShield Partners
North Carolina
$344K +$79K +588 +33%
FWIA
834
Fort Washington Investment Advisors
Ohio
$343K -$51.2K -381 -14%
TCOV
835
Trust Company of Vermont
Vermont
$342K – – –
CFO
836
CVA Family Office
Colorado
$340K +$313K +2,331 New
TSS
837
Two Sigma Securities
New York
$340K +$313K +2,333 New
SPA
838
Sentinel Pension Advisors
Massachusetts
$339K -$252K -1,877 -45%
FCA
839
FinTrust Capital Advisors
South Carolina
$339K -$43.2K -322 -12%
NDSI
840
Newman Dignan & Sheerar Inc
Rhode Island
$339K +$671 +5 +0.2%
ACM
841
Advisors Capital Management
New Jersey
$336K +$22.3K +166 +8%
SC
842
Scotia Capital
Ontario, Canada
$336K +$309K +2,304 New
SFS
843
Strategic Financial Services
New York
$335K – – –
RMCM
844
Reynders McVeigh Capital Management
Massachusetts
$333K +$46.3K +345 +18%
HWA
845
Heritage Wealth Advisors
Virginia
$328K – – –
CPO
846
Cerity Partners OCIO
New York
$328K -$233K -1,733 -43%
BW
847
Bison Wealth
Georgia
$328K -$66.3K -494 -18%
CAL
848
Capital Advisors Ltd
Ohio
$328K +$17.3K +129 +6%
OSAM
849
O'Shaughnessy Asset Management
Connecticut
$328K +$302K +2,250 New
RRC
850
Relaxing Retirement Coach
Massachusetts
$324K -$130K -965 -30%
32 33
34
35 36