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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
CCWM
1251
Cassaday & Co Wealth Management
Virginia
$354K -$70.2K -362 -16%
MIC
1252
Meridian Investment Counsel
California
$353K – – –
PVI
1253
Pine Valley Investments
New Jersey
$353K +$371K +1,913 New
FANJ
1254
Financial Architects (New Jersey)
New Jersey
$353K -$88.2K -455 -20%
FCIM
1255
Fairview Capital Investment Management
California
$352K – – –
RA
1256
Riverstone Advisors
Texas
$352K – – –
VCM
1257
Vision Capital Management
Oregon
$350K – – –
AWM
1258
AllSquare Wealth Management
New York
$345K -$388 -2 -0.1%
FNBOMD
1259
First National Bank of Mount Dora
Florida
$345K – – –
MIC
1260
Means Investment Company
Maine
$342K +$388 +2 +0.1%
VWM
1261
Vigilare Wealth Management
Arizona
$341K – – –
WMWM
1262
Whitaker-Myers Wealth Managers
Ohio
$340K -$9.89K -51 -3%
MIA
1263
Milestone Investment Advisors
Wisconsin
$340K – – –
MFG
1264
MidWestOne Financial Group
Iowa
$339K -$34.1K -176 -9%
GP
1265
Girard Partners
Pennsylvania
$339K -$14.7K -76 -4%
SC
1266
Searle & Co
Connecticut
$337K – – –
TCWM
1267
Total Clarity Wealth Management
Illinois
$337K -$8.73K -45 -2%
PCA
1268
Pallas Capital Advisors
Massachusetts
$337K -$4.27K -22 -1%
WP
1269
WealthShield Partners
North Carolina
$337K -$7.95K -41 -2%
KCPG
1270
Kavar Capital Partners Group
Kansas
$336K – – –
PP
1271
Patron Partners
Texas
$336K -$14.2K -73 -4%
CWS
1272
Confluence Wealth Services
Pennsylvania
$336K -$43.6K -225 -11%
LWM
1273
Lodestone Wealth Management
Washington
$335K -$4.46K -23 -1%
BCM
1274
Barden Capital Management
Texas
$334K -$336K -1,730 -52%
OBGC
1275
O'Brien Greene & Co
Pennsylvania
$334K -$34.9K -180 -9%
49 50
51
52 53