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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
WDG
1051
Wealth Dimensions Group
Ohio
$295K +$267K +1,516 New
NCG
1052
Newport Capital Group
New Jersey
$293K +$266K +1,508 New
SXL
1053
Summit X LLC
Missouri
$292K +$264K +1,496 New
BMO
1054
Beck Mack & Oliver
New York
$288K – – –
EW
1055
Evoke Wealth
California
$287K – – –
COCM
1056
Charter Oak Capital Management
New Hampshire
$286K +$259K +1,469 New
FA
1057
FC Advisory
Pennsylvania
$285K +$12.7K +72 +5%
PL
1058
Parthenon LLC
Kentucky
$285K +$258K +1,465 New
VAS
1059
Vestmark Advisory Solutions
Massachusetts
$283K -$176 -1 -0.1%
RF
1060
RHS Financial
California
$283K – – –
RRA
1061
Round Rock Advisors
Connecticut
$283K +$257K +1,457 New
MIM
1062
Marco Investment Management
Georgia
$282K +$255K +1,448 New
ICG
1063
InterOcean Capital Group
Tennessee
$282K +$256K +1,451 New
ACM
1064
Advisors Capital Management
New Jersey
$278K -$171K -969 -40%
PAM
1065
Private Asset Management
California
$278K -$1.59K -9 -0.6%
TCM
1066
Tradewinds Capital Management
Washington
$278K +$181K +1,025 +256%
AA
1067
Argent Advisors
Louisiana
$277K – – –
RCS
1068
Retirement Capital Strategies
California
$276K – – –
FNBOMD
1069
First National Bank of Mount Dora
Florida
$273K – – –
MC
1070
Moors & Cabot
Massachusetts
$273K +$249K +1,409 New
WA
1071
WealthTrust Axiom
Pennsylvania
$269K – – –
JWM
1072
Jeppson Wealth Management
California
$267K – – –
CT
1073
Columbia Trust
Oregon
$267K +$243K +1,375 New
LWCFA
1074
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$266K -$20.3K -115 -8%
NAG
1075
Northstar Advisory Group
New Jersey
$265K +$240K +1,359 New
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