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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
JEST
976
JTC Employer Solutions Trustee
Jersey
$552K – – –
BCA
977
Biltmore Capital Advisors
New Jersey
$551K -$11.8K -53 -2%
3LCM
978
3D/L Capital Management
Connecticut
$549K +$28K +126 +5%
RWM
979
Ritholtz Wealth Management
New York
$548K +$12.9K +58 +2%
KA
980
Kovack Advisors
Florida
$548K +$27.6K +124 +5%
SAM
981
SignalPoint Asset Management
Missouri
$541K -$1.78K -8 -0.3%
BWM
982
Birchcreek Wealth Management
Ohio
$536K -$10K -45 -2%
BB
983
Bell Bank
North Dakota
$529K – – –
WCWM
984
Willow Creek Wealth Management
California
$528K -$24K -108 -4%
TW
985
TrinityPoint Wealth
Connecticut
$527K +$222 +1 +0%
FRA
986
Front Row Advisors
California
$524K – – –
KL
987
KWMG LLC
Kansas
$523K -$10.9K -49 -2%
OSNBOA
988
Old Second National Bank of Aurora
Illinois
$523K – – –
WKWM
989
Walter & Keenan Wealth Management
Indiana
$520K +$529K +2,379 New
SFO
990
Stokes Family Office
Louisiana
$519K +$61.6K +277 +13%
GLA
991
Good Life Advisors
Pennsylvania
$512K -$2.67K -12 -0.5%
ZCM
992
Ziegler Capital Management
Illinois
$509K -$297K -1,336 -36%
FWIA
993
Fort Washington Investment Advisors
Ohio
$508K +$889 +4 +0.2%
WDG
994
Wealth Dimensions Group
Ohio
$508K +$49.4K +222 +11%
AP
995
Appleton Partners
Massachusetts
$507K +$53.1K +239 +11%
RMC
996
Resources Management Corp
Connecticut
$505K +$4K +18 +0.8%
SFS
997
Strategic Financial Services
New York
$503K – – –
DDC
998
DF Dent & Co
Maryland
$500K – – –
AC
999
Avestar Capital
New York
$497K -$889K -4,000 -64%
ACA
1000
Atlas Capital Advisors
Wyoming
$495K -$22.7K -102 -4%
38 39
40
41 42