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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
1351
Bar Harbor Wealth Management
New Hampshire
$267K +$269K +1,182 New
RWM
1352
Raffa Wealth Management
District of Columbia
$266K +$217K +954 +428%
BFA
1353
Beaumont Financial Advisors
Massachusetts
$265K -$208K -916 -44%
DCM
1354
Donaldson Capital Management
Indiana
$265K -$3.18K -14 -1%
PFBT
1355
Parkside Financial Bank & Trust
Missouri
$265K -$682 -3 -0.3%
LAM
1356
LifePro Asset Management
California
$265K +$11.4K +50 +4%
FWM
1357
Fortress Wealth Management
California
$265K +$267K +1,173 New
AMIM
1358
Aull & Monroe Investment Management
Alabama
$264K – – –
GIA
1359
GHP Investment Advisors
Colorado
$262K +$227 +1 +0.1%
CMP
1360
Courage Miller Partners
Virginia
$261K +$7.95K +35 +3%
CC
1361
Cannell & Co
New York
$261K +$263K +1,156 New
BWCS
1362
Beirne Wealth Consulting Services
Connecticut
$259K -$35K -154 -12%
BB
1363
Busey Bank
Illinois
$259K -$23.2K -102 -8%
WDL
1364
Well Done LLC
Michigan
$259K +$260K +1,146 New
HCM
1365
Howland Capital Management
Massachusetts
$258K – – –
WAS
1366
Winch Advisory Services
Wisconsin
$255K +$454 +2 +0.2%
JPG
1367
Jordan Park Group
California
$255K +$257K +1,130 New
JFGIW
1368
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$254K -$29.5K -130 -10%
IFWM
1369
Institute for Wealth Management
Colorado
$252K – – –
TC
1370
Truvestments Capital
Florida
$252K +$54.5K +240 +27%
BIAS
1371
Beacon Investment Advisory Services
New Jersey
$251K +$2.73K +12 +1%
OFP
1372
OLIO Financial Planning
Virginia
$251K +$252K +1,111 New
NAG
1373
Northstar Advisory Group
New Jersey
$251K +$253K +1,112 New
HT
1374
Heritage Trust
Oklahoma
$250K – – –
CAM
1375
Congress Asset Management
Massachusetts
$249K – – –
53 54
55
56 57