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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1351
Mascoma Wealth Management
New Hampshire
$480K +$21.5K +100 +5%
GHA
1352
Granite Harbor Advisors
Texas
$478K -$3.66K -17 -0.8%
LIA
1353
LifePlan Investment Advisors
North Carolina
$478K +$449K +2,089 New
CFO
1354
CVA Family Office
Colorado
$477K – – –
SIM
1355
Stratos Investment Management
Ohio
$476K +$645 +3 +0.1%
MIC
1356
Means Investment Company
Maine
$475K +$3.23K +15 +0.7%
CT
1357
Colonial Trust
South Carolina
$475K -$57.2K -266 -11%
NAM
1358
NTV Asset Management
West Virginia
$474K – – –
OW
1359
Olistico Wealth
Oklahoma
$474K -$1.08K -5 -0.2%
PCM
1360
Passive Capital Management
Maryland
$474K – – –
AP
1361
Appleton Partners
Massachusetts
$472K -$36.6K -170 -8%
FIB
1362
First Interstate Bank
Montana
$472K -$45.6K -212 -9%
MM
1363
Meridian Management
Arkansas
$471K +$430 +2 +0.1%
RIL
1364
Rothschild Investment LLC
Illinois
$470K +$20.9K +97 +5%
DFG
1365
Delta Financial Group
New Jersey
$463K +$33.1K +154 +8%
WDG
1366
Wealth Dimensions Group
Ohio
$463K -$5.16K -24 -1%
LL
1367
LPWM LLC
Minnesota
$463K +$12.9K +60 +3%
ST
1368
Spinnaker Trust
Maine
$460K +$12K +56 +3%
IA
1369
Insight Advisors
Pennsylvania
$458K +$8.6K +40 +2%
NPF
1370
Norris Perne & French
Michigan
$455K – – –
ONB
1371
Old National Bancorp
Indiana
$454K -$140K -651 -25%
HIG
1372
Heritage Investment Group
Florida
$454K +$108K +501 +34%
CS
1373
Cannell & Spears
New York
$451K +$425K +1,975 New
LWM
1374
Lodestone Wealth Management
Washington
$449K -$7.96K -37 -2%
AFA
1375
Alpha Financial Advisors
North Carolina
$449K +$168K +779 +66%
53 54
55
56 57