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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
VIA
1376
Vident Investment Advisory
Georgia
$271K – – –
CA
1377
Cornerstone Advisory
Maryland
$270K +$15.3K +81 +6%
NDSI
1378
Newman Dignan & Sheerar Inc
Rhode Island
$270K +$945 +5 +0.4%
SGWM
1379
Sterling Group Wealth Management
California
$269K +$28.2K +149 +12%
KW
1380
KWB Wealth
California
$269K -$79.7K -422 -24%
CG
1381
Clifford Group
Massachusetts
$269K – – –
CEI
1382
Clark Estates Inc
New York
$269K +$255K +1,350 New
CPSC
1383
Carl P. Sherr & Co
Massachusetts
$268K – – –
RMC
1384
Resources Management Corp
Connecticut
$267K +$88.4K +468 +53%
DFA
1385
DHJJ Financial Advisors
Illinois
$266K -$8.69K -46 -3%
CAM
1386
Crestone Asset Management
Colorado
$266K – – –
DP
1387
DDD Partners
Washington
$265K +$252K +1,332 New
DE
1388
Day & Ennis
Georgia
$264K +$31.4K +166 +14%
ULWM
1389
Upper Left Wealth Management
Florida
$264K +$2.08K +11 +0.8%
CB
1390
Community Bank
New York
$264K – – –
BB
1391
Busey Bank
Illinois
$262K +$756 +4 +0.3%
QPWM
1392
Quadrant Private Wealth Management
Pennsylvania
$260K -$84.1K -445 -25%
TF
1393
Theory Financial
Colorado
$259K +$246K +1,301 New
CFG
1394
Cooper Financial Group
California
$258K +$378 +2 +0.2%
WFG
1395
Wills Financial Group
Virginia
$258K – – –
HIGP
1396
Hill Investment Group Partners
Missouri
$257K – – –
KFI
1397
Key Financial Inc
Pennsylvania
$257K -$7.56K -40 -3%
BWM
1398
BCGM Wealth Management
Indiana
$257K +$244K +1,290 New
WPWM
1399
Windward Private Wealth Management
Kansas
$256K -$41.6K -220 -15%
SFG
1400
SNS Financial Group
Minnesota
$255K -$25.9K -137 -10%
54 55
56
57 58