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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
FANJ
976
Financial Architects (New Jersey)
New Jersey
$383K +$55.2K +313 +19%
KWM
977
Kingsview Wealth Management
Oregon
$381K -$2.29K -13 -0.7%
GD
978
Grandfield & Dodd
New York
$380K +$24.7K +140 +8%
FMBTD
979
First Midwest Bank Trust Division
Illinois
$379K +$3.17K +18 +0.9%
HGWM
980
Horst & Graben Wealth Management
Oregon
$378K -$37.2K -211 -10%
IWA
981
Inspirion Wealth Advisors
Illinois
$378K -$1.94K -11 -0.6%
NDSI
982
Newman Dignan & Sheerar Inc
Rhode Island
$372K – – –
BWCS
983
Beirne Wealth Consulting Services
Connecticut
$372K +$882 +5 +0.3%
MIC
984
Meridian Investment Counsel
California
$371K -$8.82K -50 -3%
WWM
985
Windsor Wealth Management
Indiana
$371K +$7.59K +43 +2%
PB
986
Pinnacle Bancorp
Nebraska
$371K +$72.7K +412 +28%
WFG
987
Wills Financial Group
Virginia
$370K -$554K -3,138 -62%
FWP
988
FAS Wealth Partners
Kansas
$368K – – –
CT
989
Coastline Trust
Rhode Island
$367K -$882 -5 -0.3%
CPFP
990
Clear Perspectives Financial Planning
Ohio
$365K +$330K +1,873 New
TI
991
Truepoint Inc
Ohio
$362K +$328K +1,859 New
CIA
992
Cohen Investment Advisors
New Hampshire
$361K +$327K +1,854 New
WIM
993
Westside Investment Management
California
$361K +$52K +295 +3%
VCM
994
Vision Capital Management
Oregon
$360K – – –
KW
995
KWB Wealth
California
$360K +$327K +1,851 New
KA
996
Kovack Advisors
Florida
$359K +$62.3K +353 +24%
SFO
997
Stokes Family Office
Louisiana
$358K +$15K +85 +5%
ACA
998
Atlas Capital Advisors
Wyoming
$357K +$23.3K +132 +8%
SPIO
999
Seven Post Investment Office
California
$356K +$323K +1,829 New
YAL
1000
Your Advocates Ltd
Texas
$355K +$247K +1,400 +262%
38 39
40
41 42