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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
1151
Choate Investment Advisors
Massachusetts
$1.08M – – –
VFIC
1152
Valley Forge Investment Consultants
Pennsylvania
$1.07M +$152K +681 +18%
PC
1153
Pecaut & Co
Iowa
$1.07M +$478K +2,141 +91%
SCM
1154
Sunbeam Capital Management
Georgia
$1.06M – – –
RCA
1155
Ranch Capital Advisors
Florida
$1.06M +$20.7K +93 +2%
CWM
1156
Consultiva Wealth Management
Puerto Rico
$1.06M – – –
LRWM
1157
Lord & Richards Wealth Management
Colorado
$1.05M +$150K +672 +18%
SG
1158
Somerset Group
Minnesota
$1.05M -$9.59K -43 -1%
FIA
1159
Foundations Investment Advisors
Arizona
$1.05M -$214K -960 -18%
FAN
1160
Financial Advisors Network
California
$1.04M +$74.5K +334 +8%
CT
1161
Colonial Trust
South Carolina
$1.04M +$119K +535 +14%
S
1162
Sachetta
Massachusetts
$1.03M +$3.35K +15 +0.3%
AAMC
1163
Asset Allocation & Management Company
Illinois
$1.03M -$215K -965 -18%
LA
1164
LexAurum Advisors
Kansas
$1.02M -$145K -650 -13%
BA
1165
Bridgewater Advisors
New York
$1.02M -$29.4K -132 -3%
BOM
1166
Bank of Marin
California
$1.02M +$959K +4,300 New
CJ
1167
Caitlin John
Michigan
$1.01M -$37K -166 -4%
LWP
1168
Laurel Wealth Planning
Minnesota
$1.01M -$11.8K -53 -1%
MFA
1169
Millington Financial Advisors
Illinois
$1M -$257K -1,153 -22%
BFO
1170
Biltmore Family Office
North Carolina
$1M – – –
ACM
1171
Armbruster Capital Management
New York
$1M +$124K +558 +15%
CPA
1172
Cardiff Park Advisors
California
$1M – – –
VFP
1173
Verus Financial Partners
Virginia
$998K -$12.7K -57 -1%
SNBOSD
1174
Security National Bank of So Dak
Iowa
$995K – – –
DPI
1175
Diversified Portfolios Inc
Michigan
$993K -$117K -526 -11%
45 46
47
48 49