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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
NAG
1076
Northstar Advisory Group
New Jersey
$265K +$240K +1,359 New
OPCM
1077
Osborne Partners Capital Management
California
$263K -$8.29K -47 -3%
BWM
1078
BCGM Wealth Management
Indiana
$263K +$213K +1,208 New
DCM
1079
Donaldson Capital Management
Indiana
$262K -$18K -102 -7%
HS
1080
Horan Securities
United States
$262K -$4.59K -26 -2%
OC
1081
Oarsman Capital
Wisconsin
$259K – – –
EP
1082
Eudaimonia Partners
Tennessee
$259K +$1.06K +6 +0.5%
FCA
1083
FinTrust Capital Advisors
South Carolina
$256K -$178K -1,009 -43%
CAM
1084
Congress Asset Management
Massachusetts
$256K – – –
HT
1085
Heritage Trust
Oklahoma
$255K -$42.3K -240 -16%
CAM
1086
Crestone Asset Management
Colorado
$254K – – –
NP
1087
NorthRock Partners
Minnesota
$253K -$19.4K -110 -8%
SC
1088
Searle & Co
Connecticut
$253K – – –
EWMCB
1089
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$253K +$230K +1,302 New
CAM
1090
Covenant Asset Management
New Jersey
$252K -$17.8K -101 -7%
NF
1091
Nikulski Financial
Iowa
$252K +$228K +1,294 New
AIC
1092
Archer Investment Corporation
Indiana
$251K – – –
IC
1093
Inscription Capital
Texas
$250K +$227K +1,285 New
PWA
1094
Physician Wealth Advisors
Utah
$249K -$54K -306 -21%
FIM
1095
Fernwood Investment Management
Massachusetts
$247K -$10.6K -60 -5%
GEA
1096
Glen Eagle Advisors
New Jersey
$246K +$17.5K +99 +9%
IWP
1097
IAG Wealth Partners
Wisconsin
$244K -$22.1K -125 -9%
MFW
1098
Meristem Family Wealth
Minnesota
$244K +$221K +1,254 New
MWP
1099
Madison Wealth Partners
Wisconsin
$243K +$220K +1,249 New
DWMG
1100
DB Wealth Management Group
California
$242K +$219K +1,241 New
42 43
44
45 46