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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1151
Penobscot Wealth Management
Maine
$494K -$69.1K -373 -12%
C
1152
Certuity
Florida
$493K +$29.7K +160 +6%
CIAS
1153
Capital Investment Advisory Services
North Carolina
$492K -$60.8K -328 -11%
KTM
1154
Keeler Thomas Management
Utah
$491K +$496K +2,675 New
BB
1155
Bell Bank
North Dakota
$491K +$46.9K +253 +10%
FPCG
1156
Forum Private Client Group
Indiana
$489K +$185 +1 +0%
KFSC
1157
Keystone Financial Services (Colorado)
Colorado
$489K – – –
WJA
1158
Willis Johnson & Associates
Texas
$488K +$20.4K +110 +4%
GWM
1159
Geneos Wealth Management
Colorado
$485K -$3.89K -21 -0.8%
FWP
1160
FAS Wealth Partners
Kansas
$483K +$39.3K +212 +9%
ERWM
1161
Elk River Wealth Management
Colorado
$483K – – –
KCM
1162
Kendall Capital Management
Maryland
$482K – – –
COCM
1163
Charter Oak Capital Management
New Hampshire
$479K +$31.7K +171 +7%
EWM
1164
Evergreen Wealth Management
Michigan
$478K +$483K +2,604 New
CIA
1165
Cohen Investment Advisors
New Hampshire
$478K +$3.34K +18 +0.7%
SBH
1166
Segall Bryant & Hamill
Illinois
$477K -$89.1K -481 -16%
BCI
1167
Brinker Capital Investments
Pennsylvania
$477K -$371 -2 -0.1%
SWA
1168
Sightline Wealth Advisors
Connecticut
$472K +$477K +2,573 New
RWMH
1169
Riverpoint Wealth Management Holdings
Illinois
$472K +$371 +2 +0.1%
SWA
1170
Sax Wealth Advisors
New Jersey
$469K +$185 +1 +0%
TWP
1171
Total Wealth Planning
Ohio
$469K +$1.48K +8 +0.3%
T
1172
TRUADVICE
Florida
$465K +$36.1K +195 +9%
SF
1173
SBK Financial
Virginia
$465K -$113K -610 -19%
IPW
1174
Intergy Private Wealth
Colorado
$465K -$78.4K -423 -14%
GD
1175
Grandfield & Dodd
New York
$464K -$4.63K -25 -1%
45 46
47
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