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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
IC
1176
Inverness Counsel
New York
$265K – – –
BOPW
1177
Brandywine Oak Private Wealth
Pennsylvania
$264K – – –
LRPA
1178
L. Roy Papp & Associates
Arizona
$263K -$445 -2 -0.2%
BWM
1179
BigSur Wealth Management
Florida
$263K – – –
DCM
1180
Donaldson Capital Management
Indiana
$259K -$4.45K -20 -2%
SKK
1181
Shepherd Kaplan Krochuk
Massachusetts
$257K +$445 +2 +0.2%
PFBT
1182
Parkside Financial Bank & Trust
Missouri
$257K +$116K +524 +80%
AMIM
1183
Aull & Monroe Investment Management
Alabama
$255K – – –
GIA
1184
GHP Investment Advisors
Colorado
$254K +$222 +1 +0.1%
MC
1185
Montag & Caldwell
Georgia
$253K +$39.1K +176 +18%
LGA
1186
Lebenthal Global Advisors
New York
$251K -$222K -1,000 -47%
NCG
1187
Newport Capital Group
New Jersey
$251K -$28.9K -130 -10%
HCM
1188
Howland Capital Management
Massachusetts
$250K +$10K +45 +4%
WAS
1189
Winch Advisory Services
Wisconsin
$246K -$2.67K -12 -1%
CS
1190
Credit Suisse
Switzerland
$246K – – –
RH
1191
RFG Holdings
Texas
$246K +$222 +1 +0.1%
LAM
1192
LifePro Asset Management
California
$245K +$249K +1,122 New
CMP
1193
Courage Miller Partners
Virginia
$244K +$7.34K +33 +3%
IFWM
1194
Institute for Wealth Management
Colorado
$243K -$7.11K -32 -3%
HT
1195
Heritage Trust
Oklahoma
$242K – – –
CAM
1196
Congress Asset Management
Massachusetts
$241K -$47.8K -215 -16%
SBIA
1197
Sheaff Brock Investment Advisors
Indiana
$241K +$13.3K +60 +6%
BIAS
1198
Beacon Investment Advisory Services
New Jersey
$240K – – –
NP
1199
NorthRock Partners
Minnesota
$240K +$8K +36 +4%
MIM
1200
Moseley Investment Management
Florida
$239K -$1.33K -6 -0.6%
46 47
48
49 50