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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
1276
Cypress Capital Group
Florida
$374K – – –
CCWM
1277
Cassaday & Co Wealth Management
Virginia
$374K +$1.7K +9 +0.5%
PI
1278
Pachira Investments
California
$372K +$62K +328 +21%
MIC
1279
Meridian Investment Counsel
California
$371K – – –
APW
1280
Austin Private Wealth
Texas
$371K -$16.8K -89 -5%
FCIM
1281
Fairview Capital Investment Management
California
$369K – – –
VCM
1282
Vision Capital Management
Oregon
$367K – – –
WP
1283
WealthShield Partners
North Carolina
$364K +$10.4K +55 +3%
FNBOMD
1284
First National Bank of Mount Dora
Florida
$362K – – –
RFP
1285
Root Financial Partners
California
$362K +$17.4K +92 +5%
FANJ
1286
Financial Architects (New Jersey)
New Jersey
$360K -$9.45K -50 -3%
MIC
1287
Means Investment Company
Maine
$359K +$567 +3 +0.2%
WJA
1288
Willis Johnson & Associates
Texas
$359K -$50.6K -268 -13%
MIA
1289
Milestone Investment Advisors
Wisconsin
$357K – – –
MFG
1290
MidWestOne Financial Group
Iowa
$356K – – –
FCB
1291
First County Bank
Connecticut
$353K -$73.9K -391 -18%
AGP
1292
Autumn Glory Partners
Texas
$353K +$335K +1,775 New
KCPG
1293
Kavar Capital Partners Group
Kansas
$353K – – –
MAM
1294
McCarthy Asset Management
California
$352K -$40.8K -216 -11%
GKWIM
1295
Gerber Kawasaki Wealth & Investment Management
California
$351K +$21.7K +115 +7%
TCWM
1296
Total Clarity Wealth Management
Illinois
$351K -$2.46K -13 -0.7%
HGWM
1297
Horst & Graben Wealth Management
Oregon
$350K -$23.4K -124 -7%
TWM
1298
Tolleson Wealth Management
Texas
$350K – – –
PCM
1299
Pennsylvania Capital Management
Pennsylvania
$350K -$94.1K -498 -22%
LWM
1300
Lodestone Wealth Management
Washington
$349K -$2.08K -11 -0.6%
50 51
52
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