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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
976
Asio Capital
Kentucky
$144K +$139K +875 New
GDP
977
Great Diamond Partners
Maine
$142K +$137K +860 New
PWP
978
Personal Wealth Partners
Minnesota
$141K – – –
FM
979
Family Management
New York
$138K +$7.65K +48 +6%
IWA
980
Intercontinental Wealth Advisors
Texas
$137K – – –
SFSG
981
Stearns Financial Services Group
North Carolina
$133K -$11.2K -70 -8%
BA
982
Ballast Advisors
Minnesota
$126K +$121K +762 New
PA
983
PSI Advisors
Florida
$122K +$118K +741 New
FCMT
984
Founders Capital Management (Texas)
Texas
$120K +$637 +4 +0.6%
BFC
985
Bedel Financial Consulting
Indiana
$120K +$9.4K +59 +9%
SMFS
986
Squar Milner Financial Services
California
$116K +$112K +704 New
PFBT
987
Parkside Financial Bank & Trust
Missouri
$115K – – –
HIM
988
HawsGoodwin Investment Management
Tennessee
$115K +$111K +696 New
WCM
989
Wealthcare Capital Management
Virginia
$113K – – –
CIAS
990
Capital Investment Advisory Services
North Carolina
$112K +$4.94K +31 +5%
VCM
991
Vigilant Capital Management
Maine
$109K +$13.2K +83 +14%
GWS
992
Glassman Wealth Services
Virginia
$108K -$24.2K -152 -19%
SWM
993
Sugarloaf Wealth Management
Georgia
$107K +$103K +647 New
PCA
994
Providence Capital Advisors
North Carolina
$106K – – –
GTAM
995
Global Trust Asset Management
Florida
$106K +$8.6K +54 +9%
LS
996
Leelyn Smith
Illinois
$105K +$101K +636 New
PAIM
997
Punch & Associates Investment Management
Minnesota
$102K +$98.4K +618 New
CAL
998
Capital Analysts LLC
Pennsylvania
$99K -$5.89K -37 -6%
HPC
999
HM Payson & Co
Maine
$99K – – –
MWP
1000
Meridian Wealth Partners
Pennsylvania
$99K +$95.3K +598 New
38 39
40
41 42