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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
1151
Confluence Wealth Services
Pennsylvania
$374K -$275K -1,457 -40%
PTC
1152
Philadelphia Trust Company
Pennsylvania
$374K +$62.9K +333 +18%
ML
1153
Mayport LLC
Massachusetts
$374K +$64.6K +342 +19%
MRWM
1154
ML&R Wealth Management
Texas
$374K +$413K +2,189 New
VWM
1155
Venturi Wealth Management
Texas
$373K -$30.2M -159,763 -99%
BWM
1156
Birchcreek Wealth Management
Ohio
$371K -$1.51K -8 -0.4%
AT
1157
Arden Trust
Delaware
$364K – – –
TFA
1158
TPG Financial Advisors
Oregon
$364K +$16.2K +86 +4%
WW
1159
Waterfront Wealth
Kansas
$364K +$41.7K +221 +13%
CDIA
1160
Capital Directions Investment Advisors
Georgia
$363K -$427K -2,264 Closed
FWIA
1161
Fort Washington Investment Advisors
Ohio
$362K +$3.96K +21 +1%
FA
1162
FC Advisory
Pennsylvania
$361K -$4.15K -22 -1%
AIA
1163
Acute Investment Advisory
Arizona
$361K +$399K +2,112 New
PB
1164
Pinnacle Bancorp
Nebraska
$352K -$80.2K -425 -17%
MTIC
1165
Missouri Trust & Investment Company
Missouri
$352K -$53.6K -284 -12%
CT
1166
Cambridge Trust
Massachusetts
$352K -$34.6K -183 -8%
MFWM
1167
Motley Fool Wealth Management
Virginia
$351K +$388K +2,056 New
ADL
1168
Asset Dedication LLC
California
$349K +$385K +2,041 New
WFS
1169
Weitzel Financial Services
Iowa
$348K – – –
WAM
1170
WNY Asset Management
New York
$348K -$195K -1,032 -34%
IA
1171
Insight Advisors
Pennsylvania
$348K +$189 +1 +0%
VFPW
1172
Vantage Financial Partners (Wisconsin)
Wisconsin
$347K +$14.2K +75 +4%
GP
1173
Girard Partners
Pennsylvania
$345K +$14.2K +75 +4%
CCG
1174
Cypress Capital Group
Florida
$344K -$87.6K -464 -19%
TNA
1175
True North Advisors
Texas
$342K -$76.8K -407 -17%
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47
48 49