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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
976
Kingsview Wealth Management
Oregon
$381K -$2.29K -13 -0.7%
GD
977
Grandfield & Dodd
New York
$380K +$24.7K +140 +8%
FMBTD
978
First Midwest Bank Trust Division
Illinois
$379K +$3.17K +18 +0.9%
HGWM
979
Horst & Graben Wealth Management
Oregon
$378K -$37.2K -211 -10%
IWA
980
Inspirion Wealth Advisors
Illinois
$378K -$1.94K -11 -0.6%
NDSI
981
Newman Dignan & Sheerar Inc
Rhode Island
$372K – – –
BWCS
982
Beirne Wealth Consulting Services
Connecticut
$372K +$882 +5 +0.3%
MIC
983
Meridian Investment Counsel
California
$371K -$8.82K -50 -3%
WWM
984
Windsor Wealth Management
Indiana
$371K +$7.59K +43 +2%
PB
985
Pinnacle Bancorp
Nebraska
$371K +$72.7K +412 +28%
WFG
986
Wills Financial Group
Virginia
$370K -$554K -3,138 -62%
FWP
987
FAS Wealth Partners
Kansas
$368K – – –
CT
988
Coastline Trust
Rhode Island
$367K -$882 -5 -0.3%
CPFP
989
Clear Perspectives Financial Planning
Ohio
$365K +$330K +1,873 New
TI
990
Truepoint Inc
Ohio
$362K +$328K +1,859 New
CIA
991
Cohen Investment Advisors
New Hampshire
$361K +$327K +1,854 New
WIM
992
Westside Investment Management
California
$361K +$52K +295 +3%
VCM
993
Vision Capital Management
Oregon
$360K – – –
KW
994
KWB Wealth
California
$360K +$327K +1,851 New
KA
995
Kovack Advisors
Florida
$359K +$62.3K +353 +24%
SFO
996
Stokes Family Office
Louisiana
$358K +$15K +85 +5%
ACA
997
Atlas Capital Advisors
Wyoming
$357K +$23.3K +132 +8%
SPIO
998
Seven Post Investment Office
California
$356K +$323K +1,829 New
YAL
999
Your Advocates Ltd
Texas
$355K +$247K +1,400 +262%
GAM
1000
Griffin Asset Management
New York
$350K -$62.6K -355 -17%
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40
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