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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
BFM
1101
Boston Financial Management
Massachusetts
$869K +$119K +543 +16%
KCIC
1102
Kuhn & Co Investment Counsel
Illinois
$862K -$59.7K -272 -6%
CPSAC
1103
Chas P. Smith & Associates (CPS)
Florida
$862K +$4.61K +21 +0.5%
GCIM
1104
Gunn & Company Investment Management
Florida
$862K +$868K +3,952 New
TWD
1105
True Wealth Design
Ohio
$856K – – –
SVWAG
1106
Sound View Wealth Advisors Group
Georgia
$856K -$306K -1,394 -26%
AWM
1107
Aspire Wealth Management
Massachusetts
$852K -$30.1K -137 -3%
FL
1108
FreeGulliver LLC
Louisiana
$849K +$30.5K +139 +4%
1SB
1109
1ST Source Bank
Indiana
$849K -$14.9K -68 -2%
PD
1110
Planning Directions
Pennsylvania
$845K -$43.7K -199 -5%
VFG
1111
V2 Financial group
Illinois
$839K -$95.1K -433 -11%
TPWA
1112
Twin Peaks Wealth Advisors
California
$836K +$199K +907 +31%
MWA
1113
Midland Wealth Advisors
Illinois
$835K +$74K +337 +10%
EBWM
1114
Eagle Bluffs Wealth Management
Missouri
$832K -$43.7K -199 -5%
RCG
1115
Regatta Capital Group
California
$828K – – –
WA
1116
Waterford Advisors
New York
$828K – – –
BWA
1117
Bordeaux Wealth Advisors
California
$827K +$88.1K +401 +12%
LW
1118
Libra Wealth
California
$826K -$354K -1,614 -30%
CCM
1119
Carlson Capital Management
Minnesota
$824K +$32.7K +149 +4%
PTC
1120
Private Trust Company
Ohio
$823K +$42.2K +192 +5%
RSWM
1121
Robertson Stephens Wealth Management
California
$819K -$192K -874 -19%
CAG
1122
Csenge Advisory Group
Florida
$818K +$26.1K +119 +3%
WFAG
1123
Wescott Financial Advisory Group
Pennsylvania
$816K -$15.8K -72 -2%
BBNB
1124
Baker Boyer National Bank
Washington
$813K – – –
FCIM
1125
Fairview Capital Investment Management
California
$812K – – –
43 44
45
46 47