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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
DACG
1251
Donor Advised Charitable Giving
California
$276K – – –
LBC
1252
Lowe Brockenbrough & Co
Virginia
$276K +$38K +201 +14%
ICG
1253
InterOcean Capital Group
Tennessee
$275K -$302K -1,602 -50%
SFG
1254
SNS Financial Group
Minnesota
$275K – – –
TVAMP
1255
Tennessee Valley Asset Management Partners
Tennessee
$274K -$755 -4 -0.2%
PWAG
1256
Polaris Wealth Advisory Group
California
$274K +$296K +1,568 New
ACA
1257
Atlas Capital Advisors
Wyoming
$273K +$944 +5 +0.3%
CAM
1258
Carret Asset Management
New York
$273K -$18.9K -100 -6%
MAM
1259
Madison Asset Management
Wisconsin
$273K – – –
CT
1260
Clearstead Trust
Maine
$272K +$273K +1,446 +977%
ZIM
1261
Zacks Investment Management
Illinois
$271K +$189 +1 +0.1%
BDF
1262
Balasa Dinverno & Foltz
$268K – – –
EWM
1263
Elmwood Wealth Management
California
$268K – – –
SAM
1264
Silvercrest Asset Management
New York
$268K – – –
DLCIG
1265
D.L. Carlson Investment Group
New Hampshire
$267K -$18.9K -100 -6%
FMTC
1266
Farmers & Merchants Trust Company
California
$267K – – –
HIC
1267
Holderness Investments Company
North Carolina
$267K – – –
WFA
1268
WMG Financial Advisors
Tennessee
$267K – – –
BI
1269
Berkeley Inc
Idaho
$266K -$46.4K -246 -14%
AWM
1270
Aprio Wealth Management
Georgia
$265K -$55.7K -295 -16%
WPWM
1271
Windward Private Wealth Management
Kansas
$263K +$4.72K +25 +2%
GLA
1272
Good Life Advisors
Pennsylvania
$261K -$4.91K -26 -2%
BW
1273
Bison Wealth
Georgia
$261K -$944 -5 -0.3%
RCG
1274
Resource Consulting Group
Florida
$261K – – –
MA
1275
MBA Advisors
Pennsylvania
$260K – – –
49 50
51
52 53