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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
1351
Shepherd Financial Partners
Massachusetts
$284K +$300K +1,504 New
BWP
1352
Balboa Wealth Partners
Arizona
$284K +$7.97K +40 +3%
PCH
1353
PGIM Custom Harvest
New Jersey
$283K -$20.9K -105 -7%
BHWM
1354
Bar Harbor Wealth Management
New Hampshire
$282K – – –
SKK
1355
Shepherd Kaplan Krochuk
Massachusetts
$282K +$398 +2 +0.1%
HIG
1356
Heritage Investment Group
Florida
$281K – – –
ZIM
1357
Zacks Investment Management
Illinois
$279K -$28.5K -143 -9%
FIM
1358
Fernwood Investment Management
Massachusetts
$279K +$70.9K +356 +32%
GWANC
1359
Guardian Wealth Advisors (North Carolina)
North Carolina
$279K -$1.4K -7 -0.5%
WFA
1360
WMG Financial Advisors
Tennessee
$278K +$16.7K +84 +6%
AWM
1361
Austin Wealth Management
Texas
$276K +$285K +1,430 New
FCC
1362
Flower City Capital
New York
$274K – – –
B
1363
Bridgeworth
Alabama
$274K -$22.3K -112 -7%
CC
1364
Copperleaf Capital
North Carolina
$274K -$101K -509 -26%
CNB
1365
Camden National Bank
Maine
$274K -$2.99K -15 -1%
TC
1366
Trilogy Capital
California
$273K -$5.78K -29 -2%
CAM
1367
Congress Asset Management
Massachusetts
$273K – – –
HA
1368
Herold Advisors
New York
$271K -$2.79K -14 -1%
HW
1369
Hancock Whitney
Mississippi
$270K -$5.98K -30 -2%
PCM
1370
Pennsylvania Capital Management
Pennsylvania
$270K -$65.9K -331 -19%
WAM
1371
WNY Asset Management
New York
$270K -$129K -645 -31%
AIC
1372
Archer Investment Corporation
Indiana
$270K +$8.57K +43 +3%
MWM
1373
Mascoma Wealth Management
New Hampshire
$269K – – –
I
1374
INVST
Indiana
$269K +$66.3K +333 +30%
WSWA
1375
Warren Street Wealth Advisors
California
$269K – – –
53 54
55
56 57