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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1326
Covenant Asset Management
New Jersey
$225K – – –
D
1327
Diversified
Delaware
$225K – – –
CFAM
1328
Center For Asset Management
Florida
$224K -$397K -2,057 -62%
NAM
1329
NTV Asset Management
West Virginia
$224K +$3.28K +17 +1%
AF
1330
Alerus Financial
North Dakota
$222K -$52.7K -273 -18%
PJSIMP
1331
P.J. Schmidt Investment Management (PJS)
Wisconsin
$222K -$44K -228 -17%
NP
1332
NorthRock Partners
Minnesota
$222K +$244K +1,262 New
PWM
1333
PBMares Wealth Management
Virginia
$219K -$46.5K -241 -16%
OC
1334
Oarsman Capital
Wisconsin
$219K -$1.35K -7 -0.6%
CA
1335
Cornerstone Advisory
Maryland
$218K -$30.7K -159 -11%
IFWM
1336
Institute for Wealth Management
Colorado
$217K +$30.9K +160 +15%
APP
1337
Avantax Planning Partners
Iowa
$216K -$40.6K -210 -15%
LRPA
1338
L. Roy Papp & Associates
Arizona
$215K +$2.9K +15 +1%
IAG
1339
Investmark Advisory Group
Connecticut
$214K – – –
LOPW
1340
Live Oak Private Wealth
North Carolina
$214K – – –
NB
1341
Nicolet Bankshares
Wisconsin
$214K – – –
BOPW
1342
Brandywine Oak Private Wealth
Pennsylvania
$213K – – –
LWCFA
1343
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$212K -$21.2K -110 -8%
BWM
1344
BigSur Wealth Management
Florida
$212K – – –
APW
1345
Austin Private Wealth
Texas
$212K +$232K +1,202 New
MWM
1346
Minot Wealth Management
Massachusetts
$211K -$386 -2 -0.2%
BB
1347
Busey Bank
Illinois
$209K -$20.7K -107 -8%
DCM
1348
Donaldson Capital Management
Indiana
$209K +$2.32K +12 +1%
RFN
1349
Redwood Financial Network
Ohio
$209K +$4.05K +21 +2%
RWM
1350
Raffa Wealth Management
District of Columbia
$208K +$772 +4 +0.3%
52 53
54
55 56