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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
BP
876
BBR Partners
New York
$556K -$133K -753 -21%
GSWM
877
Golden State Wealth Management
California
$556K +$72K +408 +17%
LFF
878
Level Four Financial
Texas
$556K +$504K +2,857 New
NG
879
Northstar Group
New York
$555K +$353 +2 +0.1%
ACP
880
Ashfield Capital Partners
California
$552K – – –
AMCA
881
Arthur M. Cohen & Associates
Illinois
$549K -$153K -870 -24%
TC
882
TownSquare Capital
Utah
$545K -$2.29K -13 -0.5%
GLLW
883
Graves Light Lenhart Wealth
Virginia
$544K -$5.82K -33 -1%
KCM
884
Kendall Capital Management
Maryland
$544K – – –
RSS
885
Rosenblum Silverman Sutton
California
$543K – – –
GP
886
Girard Partners
Pennsylvania
$542K +$60.7K +344 +14%
LC
887
Lindbrook Capital
California
$541K – – –
RTS
888
Round Table Services
New Jersey
$537K +$109K +619 +29%
SIA
889
Soltis Investment Advisors
Utah
$535K +$39.3K +223 +9%
IA
890
Insight Advisors
Pennsylvania
$535K +$485K +2,748 New
TW
891
TrinityPoint Wealth
Connecticut
$529K -$38.8K -220 -8%
CAAS
892
Capital Asset Advisory Services
Michigan
$528K -$35.3K -200 -7%
PL
893
Plancorp LLC
Missouri
$528K +$478K +2,710 New
BW
894
Bison Wealth
Georgia
$525K +$33.5K +190 +8%
JSL
895
JT Stratford LLC
Georgia
$519K +$191K +1,082 +68%
FB
896
Fulton Bank
Pennsylvania
$516K – – –
DDC
897
DF Dent & Co
Maryland
$516K +$54.3K +308 +13%
SWM
898
SigFig Wealth Management
California
$515K -$17.3K -98 -4%
BFO
899
Boston Family Office
Massachusetts
$514K – – –
ERWM
900
Elk River Wealth Management
Colorado
$511K +$463K +2,623 New
34 35
36
37 38