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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
BW
1101
Bison Wealth
Georgia
$582K -$274K -1,204 -32%
3LCM
1102
3D/L Capital Management
Connecticut
$581K +$13.6K +60 +2%
CCA
1103
Conservest Capital Advisors
Pennsylvania
$576K +$1.59K +7 +0.3%
JEST
1104
JTC Employer Solutions Trustee
Jersey
$571K – – –
FC
1105
Family CFO
California
$570K +$574K +2,524 New
CDIA
1106
Capital Directions Investment Advisors
Georgia
$569K +$439K +1,930 +328%
MIA
1107
MainStreet Investment Advisors
Illinois
$567K -$42K -185 -7%
KL
1108
KWMG LLC
Kansas
$561K +$19.8K +87 +4%
BWM
1109
Boyd Wealth Management
California
$561K +$564K +2,480 New
GP
1110
Girard Partners
Pennsylvania
$556K -$62.7K -276 -10%
MC
1111
Moors & Cabot
Massachusetts
$556K +$559K +2,459 New
PL
1112
Plancorp LLC
Missouri
$551K -$24.3K -107 -4%
BB
1113
Bell Bank
North Dakota
$547K – – –
KFSC
1114
Keystone Financial Services (Colorado)
Colorado
$547K +$550K +2,419 New
WCWM
1115
Willow Creek Wealth Management
California
$545K – – –
TC
1116
TownSquare Capital
Utah
$543K -$192K -845 -26%
SIM
1117
Stratos Investment Management
Ohio
$543K -$105K -460 -16%
BFM
1118
Boothbay Fund Management
New York
$543K -$28.2K -124 -5%
FRA
1119
Front Row Advisors
California
$542K – – –
BCI
1120
Brinker Capital Investments
Pennsylvania
$538K -$44.3K -195 -8%
WKWM
1121
Walter & Keenan Wealth Management
Indiana
$538K +$682 +3 +0.1%
BFM
1122
Boston Financial Management
Massachusetts
$537K +$120K +528 +29%
EBA
1123
Eagle Bay Advisors
New York
$537K +$491K +2,160 +1,005%
SIA
1124
Schechter Investment Advisors
Michigan
$536K +$539K +2,374 New
BWM
1125
Birchcreek Wealth Management
Ohio
$532K -$21.8K -96 -4%
43 44
45
46 47