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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1101
Minot Wealth Management
Massachusetts
$240K +$218K +1,235 New
RM
1102
Resource Management
Louisiana
$239K +$217K +1,230 New
IC
1103
Inverness Counsel
New York
$235K – – –
CS
1104
Cannell & Spears
New York
$235K +$213K +1,205 New
BWM
1105
BigSur Wealth Management
Florida
$234K – – –
DWA
1106
Douglass Winthrop Advisors
New York
$234K +$212K +1,200 New
SAS
1107
Sanford Advisory Services
Michigan
$231K +$209K +1,185 New
LRPA
1108
L. Roy Papp & Associates
Arizona
$230K +$208K +1,179 New
LC
1109
Lincoln Capital
Nebraska
$230K +$208K +1,181 New
HIC
1110
Holderness Investments Company
North Carolina
$229K +$207K +1,174 New
TCWA
1111
Ten Capital Wealth Advisors
Washington
$229K +$207K +1,174 New
AMIM
1112
Aull & Monroe Investment Management
Alabama
$227K +$206K +1,168 New
SFA
1113
Sequoia Financial Advisors
Ohio
$225K +$204K +1,155 New
IF
1114
Ironwood Financial
Arizona
$222K -$54.3K -308 -21%
FCBT
1115
First Citizens Bank & Trust
North Carolina
$221K -$67.6K -383 -25%
BOS
1116
Bingham Osborn & Scarborough
California
$219K -$97.6K -553 -33%
B
1117
Bridgeworth
Alabama
$219K +$198K +1,125 New
JCM
1118
Jacobi Capital Management
Pennsylvania
$218K +$74.4K +422 +60%
CH
1119
Canton Hathaway
Rhode Island
$217K +$170K +963 +642%
BBA
1120
Braun-Bostich & Associates
Pennsylvania
$216K -$2.29M -12,960 -92%
BCA
1121
Biltmore Capital Advisors
New Jersey
$216K +$195K +1,107 New
TF
1122
TimeScale Financial
Massachusetts
$215K +$30.2K +171 +18%
HCM
1123
Howland Capital Management
Massachusetts
$214K +$194K +1,097 New
NAM
1124
NTV Asset Management
West Virginia
$214K +$194K +1,100 New
CF
1125
Corrigan Financial
Rhode Island
$212K +$192K +1,090 New
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45
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