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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1176
Secure Asset Management
Michigan
$820K +$8.41K +37 +1%
AWM
1177
Aspire Wealth Management
Massachusetts
$818K -$103K -455 -12%
RA
1178
Rodgers & Associates
Pennsylvania
$813K – – –
BSB
1179
Bangor Savings Bank
Maine
$811K +$2.73K +12 +0.4%
MWM
1180
MorganRosel Wealth Management
Colorado
$811K -$587K -2,582 -43%
NAMNJ
1181
NorthStar Asset Management (New Jersey)
New Jersey
$807K -$4.09K -18 -0.5%
NSIM
1182
North Star Investment Management
Illinois
$807K +$17.7K +78 +2%
MGWM
1183
Marks Group Wealth Management
Minnesota
$806K – – –
SWM
1184
Segment Wealth Management
Texas
$805K -$1.82K -8 -0.2%
KA
1185
Kovack Advisors
Florida
$803K -$1.59K -7 -0.2%
XF
1186
XML Financial
Maryland
$802K -$3.64K -16 -0.5%
CIA
1187
Cohen Investment Advisors
New Hampshire
$800K +$50.7K +223 +7%
BBPWM
1188
Blue Bell Private Wealth Management
Pennsylvania
$800K -$48.6K -214 -6%
LIA
1189
LifePlan Investment Advisors
North Carolina
$799K +$145K +637 +23%
1WA
1190
180 Wealth Advisors
Washington
$796K +$462K +2,032 +154%
FPTW
1191
Franklin, Parlapiano, Turner & Welch
Texas
$793K – – –
PAIM
1192
Punch & Associates Investment Management
Minnesota
$792K +$759K +3,340 New
BONH
1193
Bank of New Hampshire
New Hampshire
$790K -$57.9K -255 -7%
BCM
1194
Becker Capital Management
Oregon
$788K – – –
SJL
1195
Shayne & Jacobs LLC
Tennessee
$788K – – –
AWM
1196
Arista Wealth Management
Nevada
$786K +$4.09K +18 +0.5%
COCM
1197
Charter Oak Capital Management
New Hampshire
$786K +$61.1K +269 +9%
MAG
1198
M3 Advisory Group
Massachusetts
$784K +$97K +427 +15%
FIM
1199
Freedom Investment Management
Connecticut
$780K -$909 -4 -0.1%
SFSG
1200
Sound Financial Strategies Group
Mississippi
$779K -$7.95K -35 -1%
46 47
48
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