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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
1251
Cobblestone Capital Advisors
New York
$599K – – –
CIA
1252
Cohen Investment Advisors
New Hampshire
$596K -$10.8K -49 -2%
LIA
1253
LifePlan Investment Advisors
North Carolina
$595K +$141K +641 +31%
MCM
1254
Maple Capital Management
Vermont
$595K +$600K +2,730 New
BP
1255
BBR Partners
New York
$588K -$140K -639 -19%
WFA
1256
Websterrogers Financial Advisors
South Carolina
$587K -$23.9K -109 -4%
MW
1257
MBL Wealth
North Carolina
$583K +$5.49K +25 +0.9%
MPCL
1258
My Personal CFO LLC
Washington
$582K +$12.7K +58 +2%
WP
1259
WealthShield Partners
North Carolina
$582K +$407K +1,853 +228%
NIA
1260
NIA Impact Advisors
California
$580K +$584K +2,660 New
SC
1261
Sapient Capital
Indiana
$579K -$127K -577 -18%
TFA
1262
TPG Financial Advisors
Oregon
$575K +$579K +2,635 New
CD
1263
Chapin Davis
Maryland
$574K +$74.2K +338 +15%
NWM
1264
Northwest Wealth Management
Iowa
$572K -$5.71K -26 -1%
MWA
1265
Moser Wealth Advisors
Washington
$570K – – –
RWMH
1266
Riverpoint Wealth Management Holdings
Illinois
$567K – – –
C
1267
Certuity
Florida
$565K – – –
SFS
1268
Strategic Financial Services
New York
$564K -$154K -700 -21%
SDWMA
1269
Schneider Downs Wealth Management Advisors
Pennsylvania
$563K -$113K -513 -17%
CS
1270
Cannell & Spears
New York
$563K +$134K +608 +31%
LGWM
1271
Litman Gregory Wealth Management
California
$561K – – –
BFC
1272
Bedel Financial Consulting
Indiana
$561K +$25.3K +115 +5%
CAS
1273
Coppell Advisory Solutions
Texas
$560K +$564K +2,567 New
WCWM
1274
Willow Creek Wealth Management
California
$559K – – –
AWM
1275
Accel Wealth Management
Iowa
$558K -$439 -2 -0.1%
49 50
51
52 53