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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
1201
Asset Dedication LLC
California
$633K +$34.3K +178 +6%
LWM
1202
Lyell Wealth Management
California
$633K -$55.9K -290 -9%
CI
1203
Chartist Inc
California
$628K -$2.89K -15 -0.5%
OWA
1204
Outlook Wealth Advisors
Texas
$628K -$1.35K -7 -0.2%
FNB
1205
Farmers National Bank
Kentucky
$625K +$2.31K +12 +0.4%
KCM
1206
Kendall Capital Management
Maryland
$624K – – –
BP
1207
BBR Partners
New York
$623K -$99K -514 -15%
BRIA
1208
Balanced Rock Investment Advisors
Massachusetts
$619K +$559K +2,901 New
EL
1209
EWA LLC
Pennsylvania
$618K +$2.89K +15 +0.5%
CFG
1210
Cooper Financial Group
California
$618K +$329K +1,710 +144%
BCM
1211
Becker Capital Management
Oregon
$618K – – –
AF
1212
Apexium Financial
Texas
$616K +$29.3K +152 +6%
SL
1213
Stevard LLC
Illinois
$616K +$556K +2,887 New
FWIA
1214
Fort Washington Investment Advisors
Ohio
$615K +$22.9K +119 +4%
FA
1215
FC Advisory
Pennsylvania
$613K -$100K -520 -15%
FNWM
1216
Financial Network Wealth Management
Utah
$611K +$963 +5 +0.2%
FWM
1217
Fingerlakes Wealth Management
New York
$611K +$1.16K +6 +0.2%
ZCM
1218
Ziegler Capital Management
Illinois
$609K – – –
BBNB
1219
Baker Boyer National Bank
Washington
$609K – – –
CCT
1220
Capital City Trust
Florida
$609K +$330K +1,713 +150%
VWM
1221
Venturi Wealth Management
Texas
$608K -$441K -2,287 -45%
SDWMA
1222
Schneider Downs Wealth Management Advisors
Pennsylvania
$608K +$64.5K +335 +13%
WFA
1223
Websterrogers Financial Advisors
South Carolina
$607K -$73.6K -382 -12%
MCG
1224
McCollum Christoferson Group
New York
$606K – – –
CAG
1225
Csenge Advisory Group
Florida
$605K +$61.5K +319 +13%
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49
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