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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
LBC
1226
Lowe Brockenbrough & Co
Virginia
$432K +$109K +578 +36%
FAG
1227
Fortitude Advisory Group
Washington
$428K +$50.5K +267 +14%
BFA
1228
Buttonwood Financial Advisors
Maryland
$427K +$405K +2,145 New
LSA
1229
Lion Street Advisors
Texas
$425K -$22.7K -120 -6%
AT
1230
Arden Trust
Delaware
$424K – – –
TPA
1231
Trivium Point Advisory
Connecticut
$423K -$169K -896 -30%
FFM
1232
Forum Financial Management
Illinois
$423K -$8.31K -44 -2%
WDG
1233
Wealth Dimensions Group
Ohio
$422K +$1.51K +8 +0.4%
SSWM
1234
Smith Salley Wealth Management
North Carolina
$418K -$273K -1,444 -41%
FIB
1235
First Interstate Bank
Montana
$418K -$7.75K -41 -2%
WIP
1236
WealthCare Investment Partners
Rhode Island
$416K -$94.5K -500 -19%
GAM
1237
Griffin Asset Management
New York
$415K -$6.99K -37 -2%
LL
1238
LPWM LLC
Minnesota
$414K -$11.3K -60 -3%
OW
1239
Olistico Wealth
Oklahoma
$413K – – –
NB
1240
Nicolet Bankshares
Wisconsin
$412K +$23.2K +123 +6%
BFC
1241
Bedel Financial Consulting
Indiana
$412K +$10.4K +55 +3%
WAM
1242
WNY Asset Management
New York
$412K +$4.91K +26 +1%
GAM
1243
GEM Asset Management
Michigan
$408K +$60.1K +318 +18%
MAM
1244
Meeder Asset Management
Ohio
$404K -$15.7K -83 -4%
WEG
1245
World Equity Group
Illinois
$404K -$3.82M -20,211 -91%
RWA
1246
Redhawk Wealth Advisors
Minnesota
$403K +$383K +2,025 New
SAM
1247
Silvercrest Asset Management
New York
$402K +$86K +455 +29%
WFS
1248
Weitzel Financial Services
Iowa
$402K – – –
CWM
1249
Capital Wealth Management
Rhode Island
$399K -$44.4K -235 -10%
TNA
1250
True North Advisors
Texas
$398K +$379K +2,003 New
48 49
50
51 52