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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
1101
Cohen Investment Advisors
New Hampshire
$434K +$28.4K +147 +6%
AG
1102
Advocate Group
Minnesota
$433K +$475K +2,458 New
RGF
1103
Retirement Guys Formula
Ohio
$432K -$169K -877 -26%
PL
1104
Plancorp LLC
Missouri
$432K +$3.86K +20 +0.8%
BWM
1105
Boyd Wealth Management
California
$430K -$83.2K -431 -15%
BIP
1106
Blueprint Investment Partners
North Carolina
$430K +$471K +2,441 New
SIM
1107
Stratos Investment Management
Ohio
$427K +$772 +4 +0.2%
VNA
1108
Valley National Advisers
Pennsylvania
$426K +$40K +207 +10%
HAS
1109
HBW Advisory Services
California
$425K -$44.4K -230 -9%
WCWM
1110
Willow Creek Wealth Management
California
$425K – – –
WDG
1111
Wealth Dimensions Group
Ohio
$424K +$27.4K +142 +6%
TNA
1112
True North Advisors
Texas
$424K +$78.6K +407 +20%
PFBT
1113
Parkside Financial Bank & Trust
Missouri
$424K +$105K +542 +29%
FRA
1114
Front Row Advisors
California
$422K – – –
OSNBOA
1115
Old Second National Bank of Aurora
Illinois
$421K – – –
FFM
1116
Forum Financial Management
Illinois
$421K +$38.4K +199 +9%
WKWM
1117
Walter & Keenan Wealth Management
Indiana
$420K +$386 +2 +0.1%
T
1118
TRUADVICE
Florida
$418K +$3.09K +16 +0.8%
TC
1119
Trilogy Capital
California
$414K -$125K -645 -22%
BHWM
1120
Bar Harbor Wealth Management
New Hampshire
$414K +$226K +1,171 +99%
MA
1121
MJP Associates
Connecticut
$413K +$10.6K +55 +2%
NF
1122
Nikulski Financial
Iowa
$413K +$62.8K +325 +16%
MTIC
1123
Missouri Trust & Investment Company
Missouri
$412K -$966 -5 -0.2%
MCM
1124
Murphy Capital Management
New Jersey
$412K +$452K +2,340 New
CRC
1125
Curi RMB Capital
Illinois
$411K +$257K +1,330 +133%
43 44
45
46 47