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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
NAMNJ
1226
NorthStar Asset Management (New Jersey)
New Jersey
$896K +$66.5K +298 +9%
GCM
1227
Generation Capital Management
New York
$895K +$842K +3,776 New
ADL
1228
Asset Dedication LLC
California
$887K +$103K +460 +14%
MPM
1229
Meritage Portfolio Management
Kansas
$887K +$33.9K +152 +4%
FA
1230
FC Advisory
Pennsylvania
$886K -$7.58K -34 -0.9%
TFCP
1231
Twin Focus Capital Partners
Massachusetts
$882K +$89.7K +402 +12%
JSL
1232
JT Stratford LLC
Georgia
$881K +$220K +986 +36%
WA
1233
Waterford Advisors
New York
$879K +$13.4K +60 +2%
AMM
1234
American Money Management
California
$876K -$1.56K -7 -0.2%
FA
1235
Fiduciary Alliance
South Carolina
$875K -$45.1K -202 -5%
VFS
1236
Valpey Financial Services
New Hampshire
$874K +$823K +3,690 New
CFP
1237
Catalyst Financial Partners
Massachusetts
$874K +$270K +1,210 +49%
CWMS
1238
Cannon Wealth Management Services
North Carolina
$874K +$9.59K +43 +1%
PCM
1239
Passive Capital Management
Maryland
$872K – – –
PWPS
1240
Pinnacle Wealth Planning Services
Ohio
$870K +$12K +54 +1%
PRTG
1241
Post Resch Tallon Group
New York
$867K +$38.6K +173 +5%
CWS
1242
Confluence Wealth Services
Pennsylvania
$867K +$6.25K +28 +0.8%
CWP
1243
Clark Wealth Partners
Illinois
$864K – – –
TA
1244
Tactive Advisors
Florida
$863K +$812K +3,641 New
SEP
1245
Southland Equity Partners
Missouri
$862K +$7.36K +33 +0.9%
KA
1246
Kovack Advisors
Florida
$858K +$27.7K +124 +4%
WCM
1247
Winthrop Capital Management
Indiana
$857K – – –
VFPW
1248
Vantage Financial Partners (Wisconsin)
Wisconsin
$854K -$21.6K -97 -3%
FL
1249
FreeGulliver LLC
Louisiana
$853K +$223 +1 +0%
FNT
1250
First National Trust
Pennsylvania
$851K +$7.81K +35 +1%
48 49
50
51 52