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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
BFIM
1176
Beese Fulmer Investment Management
Ohio
$990K +$333K +1,493 +56%
GK
1177
Graney & King
New York
$990K +$276K +1,237 +42%
MPWS
1178
McCarter Private Wealth Services
Massachusetts
$985K +$469K +2,103 +102%
WCWM
1179
Willow Creek Wealth Management
California
$983K +$272K +1,218 +42%
TCM
1180
TABR Capital Management
California
$982K +$46.8K +210 +5%
HIP
1181
HUB Investment Partners
Texas
$979K +$149K +670 +19%
CIA
1182
Cohen Investment Advisors
New Hampshire
$978K +$42.8K +192 +5%
1SB
1183
1ST Source Bank
Indiana
$974K -$446 -2 -0%
DI
1184
Disciplined Investments
Oklahoma
$972K -$7.14K -32 -0.8%
RTC
1185
Riverview Trust Company
Washington
$971K – – –
NB
1186
Nicolet Bankshares
Wisconsin
$961K +$77.4K +347 +9%
LWMNY
1187
Landmark Wealth Management (New York)
New York
$960K +$49.3K +221 +6%
KCIC
1188
Kuhn & Co Investment Counsel
Illinois
$958K +$77.6K +348 +9%
COCM
1189
Charter Oak Capital Management
New Hampshire
$956K +$75.4K +338 +9%
MAG
1190
M3 Advisory Group
Massachusetts
$953K +$40.2K +180 +5%
EL
1191
Essex LLC
Illinois
$952K +$632K +2,832 +239%
HWP
1192
Hibernia Wealth Partners
Louisiana
$951K +$460K +2,063 +106%
QPWM
1193
Quadrant Private Wealth Management
Pennsylvania
$951K +$385K +1,726 +76%
RWA
1194
River Wealth Advisors
Pennsylvania
$951K +$7.81K +35 +0.9%
LDB
1195
Lee, Danner & Bass
Tennessee
$949K -$5.58K -25 -0.6%
NGA
1196
Naples Global Advisors
Florida
$948K -$27.9K -125 -3%
HNWAG
1197
High Net Worth Advisory Group
Florida
$945K -$447K -2,004 -33%
MAM
1198
McLean Asset Management
Virginia
$944K +$1.56K +7 +0.2%
OA
1199
Operose Advisors
Wisconsin
$940K -$311K -1,392 -26%
AL
1200
ACAS LLC
California
$939K -$8.92K -40 -1%
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48
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