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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1201
Searle & Co
Connecticut
$383K +$105K +500 +38%
IWA
1202
Inspirion Wealth Advisors
Illinois
$382K +$2.1K +10 +0.6%
FWP
1203
FAS Wealth Partners
Kansas
$381K -$20.6K -98 -5%
DT
1204
Diversified Trust
Tennessee
$381K -$13.5K -64 -3%
MIC
1205
Means Investment Company
Maine
$381K +$421 +2 +0.1%
C
1206
Certuity
Florida
$381K +$2.32K +11 +0.6%
ADL
1207
Asset Dedication LLC
California
$379K +$53.7K +255 +17%
SWPG
1208
Strategic Wealth Partners Group
Illinois
$378K -$436K -2,070 -54%
TIA
1209
Traphagen Investment Advisors
New Jersey
$377K +$374K +1,775 New
KCPG
1210
Kavar Capital Partners Group
Kansas
$377K – – –
LL
1211
LPWM LLC
Minnesota
$376K -$6.32K -30 -2%
FNBOMD
1212
First National Bank of Mount Dora
Florida
$374K +$25.9K +123 +8%
WP
1213
WealthShield Partners
North Carolina
$364K +$144K +686 +67%
MC
1214
Montag & Caldwell
Georgia
$363K +$74.1K +352 +26%
CAM
1215
Carret Asset Management
New York
$361K – – –
ECM
1216
EagleClaw Capital Management
Massachusetts
$361K – – –
RW
1217
RVW Wealth
California
$361K – – –
SFG
1218
SNS Financial Group
Minnesota
$360K -$40K -190 -10%
LC
1219
Lincoln Capital
Nebraska
$360K +$28.4K +135 +9%
JWCA
1220
J.W. Coons Advisors
Ohio
$360K +$357K +1,696 New
MWM
1221
Merriman Wealth Management
Washington
$359K -$5.54M -26,300 -94%
DDC
1222
DF Dent & Co
Maryland
$353K -$197K -936 -36%
DLCIG
1223
D.L. Carlson Investment Group
New Hampshire
$353K -$38.5K -183 -10%
MAM
1224
Meeder Asset Management
Ohio
$352K -$9.68K -46 -3%
RF
1225
RHS Financial
California
$351K +$36.4K +173 +12%
47 48
49
50 51