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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
NAMM
1276
NorthStar Asset Management (Massachusetts)
Massachusetts
$258K – – –
DAM
1277
Derbend Asset Management
Georgia
$257K – – –
MFG
1278
MidWestOne Financial Group
Iowa
$256K – – –
WA
1279
WealthTrust Axiom
Pennsylvania
$256K – – –
HI
1280
Human Investing
Oregon
$256K +$281K +1,456 New
CC
1281
Cannell & Co
New York
$255K -$7.34K -38 -3%
CPFP
1282
Clear Perspectives Financial Planning
Ohio
$253K -$71.1K -368 -20%
CAM
1283
Crestone Asset Management
Colorado
$253K – – –
CC
1284
Callan Capital
California
$252K +$2.9K +15 +1%
JPG
1285
Jordan Park Group
California
$251K +$57.4K +297 +26%
RWP
1286
RWA Wealth Partners
Massachusetts
$250K -$8.69K -45 -3%
AA
1287
Argent Advisors
Louisiana
$250K -$5.41K -28 -2%
BWM
1288
BCGM Wealth Management
Indiana
$250K +$9.08K +47 +4%
FNWM
1289
Financial Network Wealth Management
Utah
$250K +$35.9K +186 +15%
LBC
1290
Lowe Brockenbrough & Co
Virginia
$249K -$88.1K -456 -24%
WA
1291
Wambolt & Associates
Colorado
$249K -$8.69K -45 -3%
FCB
1292
First Command Bank
Texas
$248K – – –
FCFS
1293
First Command Financial Services
Texas
$248K – – –
SFP
1294
Shepherd Financial Partners
Massachusetts
$246K – – –
HA
1295
HYA Advisors
Missouri
$246K +$76.3K +395 +40%
CAL
1296
Capital Analysts LLC
Pennsylvania
$245K +$13.1K +68 +5%
SXL
1297
Summit X LLC
Missouri
$244K – – –
PCTC
1298
Perkins Coie Trust Company
Washington
$243K – – –
CNB
1299
Camden National Bank
Maine
$242K – – –
VAS
1300
Vestmark Advisory Solutions
Massachusetts
$242K +$9.46K +49 +4%
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