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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
HHGA
1351
Halbert Hargrove Global Advisors
California
$441K +$399K +2,069 New
DF
1352
DecisionPoint Financial
Arizona
$441K -$25.2K -131 -6%
MM
1353
Meridian Management
Arkansas
$441K -$143K -743 -27%
MIC
1354
Means Investment Company
Maine
$440K +$20.4K +106 +5%
PCMC
1355
Planning Capital Management Corporation
Pennsylvania
$439K +$397K +2,059 New
WDG
1356
Wealth Dimensions Group
Ohio
$437K -$9.63K -50 -2%
VCM
1357
Vision Capital Management
Oregon
$435K +$393K +2,041 New
TNA
1358
True North Advisors
Texas
$435K +$6.74K +35 +2%
CWM
1359
Certus Wealth Management
California
$434K -$73K -379 -16%
LA
1360
LexAurum Advisors
Kansas
$434K -$13.5K -70 -3%
TPA
1361
Trivium Point Advisory
Connecticut
$434K -$578 -3 -0.1%
OFP
1362
OLIO Financial Planning
Virginia
$432K +$38K +197 +11%
TPW
1363
Tiller Private Wealth
Pennsylvania
$432K -$8.67K -45 -2%
SSWM
1364
Smith Salley Wealth Management
North Carolina
$431K -$3.27K -17 -0.8%
SAM
1365
Silvercrest Asset Management
New York
$430K +$1.54K +8 +0.4%
SWM
1366
Selective Wealth Management
Virginia
$428K -$68.4K -355 -15%
WIP
1367
WealthCare Investment Partners
Rhode Island
$428K -$11.9K -62 -3%
MWM
1368
Mascoma Wealth Management
New Hampshire
$427K +$111K +577 +40%
LWM
1369
Lodestone Wealth Management
Washington
$427K +$69.4K +360 +22%
NPFS
1370
Novak & Powell Financial Services
Florida
$427K +$387K +2,009 New
BAM
1371
Bosun Asset Management
Illinois
$427K +$385K +2,000 New
PB
1372
Pinnacle Bancorp
Nebraska
$425K -$59.2K -307 -13%
NPF
1373
Norris Perne & French
Michigan
$425K – – –
LL
1374
LPWM LLC
Minnesota
$422K -$6.94K -36 -2%
WJA
1375
Willis Johnson & Associates
Texas
$420K -$14.5K -75 -4%
53 54
55
56 57