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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
1126
Optimum Investment Advisors
Illinois
$870K +$119K +555 +17%
RCG
1127
Regatta Capital Group
California
$868K -$3.01K -14 -0.4%
WA
1128
Waterford Advisors
New York
$868K – – –
FL
1129
FreeGulliver LLC
Louisiana
$859K +$2.37K +11 +0.3%
PIA
1130
Perennial Investment Advisors
California
$859K +$87.1K +405 +12%
AA
1131
Advisory Alpha
Michigan
$855K +$43.7K +203 +6%
BSWA
1132
Bromfield Sneider Wealth Advisors
Massachusetts
$854K +$1.29K +6 +0.2%
BBNB
1133
Baker Boyer National Bank
Washington
$853K +$188K +874 +31%
FCIM
1134
Fairview Capital Investment Management
California
$852K +$388K +1,805 +94%
WTFG
1135
Wells Trecaso Financial Group
Ohio
$845K -$78.9K -367 -9%
PFBT
1136
Parkside Financial Bank & Trust
Missouri
$844K +$1.51K +7 +0.2%
IW
1137
Imprint Wealth
South Carolina
$843K +$800K +3,721 New
UB
1138
UMB Bank
Missouri
$840K – – –
SWPG
1139
Strategic Wealth Partners Group
Illinois
$838K -$10.8K -50 -1%
BWM
1140
Birchcreek Wealth Management
Ohio
$838K -$130K -605 -14%
MC
1141
Montag & Caldwell
Georgia
$834K +$188K +872 +31%
AC
1142
Abbrea Capital
California
$833K – – –
CAG
1143
Csenge Advisory Group
Florida
$831K +$171K +797 +28%
CCM
1144
Carlson Capital Management
Minnesota
$830K -$7.23M -33,616 -90%
LFS
1145
Lutz Financial Services
Nebraska
$827K – – –
SOAG
1146
Silver Oak Advisory Group
Oregon
$823K +$215 +1 +0%
SCM
1147
Spreng Capital Management
Ohio
$822K -$38.5K -179 -5%
PTC
1148
Private Trust Company
Ohio
$819K -$352K -1,637 -31%
PP
1149
Patron Partners
Texas
$819K +$298K +1,384 +63%
SCA
1150
Stonebridge Capital Advisors
Minnesota
$815K +$560K +2,603 +270%
44 45
46
47 48