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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
PS
1051
Planned Solutions
California
$31K +$31.3K +204 New
LS
1052
Leelyn Smith
Illinois
$29K +$28.9K +188 New
AA
1053
Acorns Advisers
California
$27K -$367M -2,390,222 -100%
LGWM
1054
Litman Gregory Wealth Management
California
$25K – – –
MAWCM
1055
Mine & Arao Wealth Creation & Management
California
$24K – – –
BFG
1056
Baron Financial Group
New Jersey
$23.1K +$23K +150 New
CH
1057
Canton Hathaway
Rhode Island
$23K – – –
SNT
1058
Security National Trust
West Virginia
$23K – – –
BAM
1059
Bellevue Asset Management
Washington
$22K – – –
HDIM
1060
Hanson & Doremus Investment Management
Vermont
$22K – – –
EIP
1061
Ellis Investment Partners
Pennsylvania
$22K +$154 +1 +0.7%
FWM
1062
Focused Wealth Management
New York
$21K -$11.5K -75 -35%
FBT
1063
First Bank & Trust
South Dakota
$20K – – –
JGIA
1064
Jackson Grant Investment Advisers
Connecticut
$20K +$154 +1 +0.8%
NFSG
1065
Newbridge Financial Services Group
Florida
$20K +$19.7K +128 New
BBL
1066
Beck Bode LLC
Massachusetts
$20K +$20.3K +132 New
HF
1067
Halpern Financial
Virginia
$20K – – –
JWA
1068
JFS Wealth Advisors
Pennsylvania
$19K +$19.2K +125 New
BWM
1069
Baystate Wealth Management
Massachusetts
$18K +$154 +1 +0.9%
ANBT
1070
American National Bank & Trust
Texas
$18K +$17.5K +114 New
PFA
1071
Professional Financial Advisors
Nebraska
$17K +$16.6K +108 New
CPW
1072
Catalyst Private Wealth
California
$17K +$17.2K +112 New
LDFR
1073
Lehman & Derafelo Financial Resources
Pennsylvania
$16K – – –
SIM
1074
Sonora Investment Management
Arizona
$16K – – –
CBT
1075
Central Bank & Trust
Kentucky
$15K – – –
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43
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