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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1376
Cornerstone Advisory
Maryland
$270K +$15.3K +81 +6%
NDSI
1377
Newman Dignan & Sheerar Inc
Rhode Island
$270K +$945 +5 +0.4%
SGWM
1378
Sterling Group Wealth Management
California
$269K +$28.2K +149 +12%
KW
1379
KWB Wealth
California
$269K -$79.7K -422 -24%
CG
1380
Clifford Group
Massachusetts
$269K – – –
CEI
1381
Clark Estates Inc
New York
$269K +$255K +1,350 New
CPSC
1382
Carl P. Sherr & Co
Massachusetts
$268K – – –
RMC
1383
Resources Management Corp
Connecticut
$267K +$88.4K +468 +53%
DFA
1384
DHJJ Financial Advisors
Illinois
$266K -$8.69K -46 -3%
CAM
1385
Crestone Asset Management
Colorado
$266K – – –
DP
1386
DDD Partners
Washington
$265K +$252K +1,332 New
DE
1387
Day & Ennis
Georgia
$264K +$31.4K +166 +14%
ULWM
1388
Upper Left Wealth Management
Florida
$264K +$2.08K +11 +0.8%
CB
1389
Community Bank
New York
$264K – – –
BB
1390
Busey Bank
Illinois
$262K +$756 +4 +0.3%
QPWM
1391
Quadrant Private Wealth Management
Pennsylvania
$260K -$84.1K -445 -25%
TF
1392
Theory Financial
Colorado
$259K +$246K +1,301 New
CFG
1393
Cooper Financial Group
California
$258K +$378 +2 +0.2%
WFG
1394
Wills Financial Group
Virginia
$258K – – –
HIGP
1395
Hill Investment Group Partners
Missouri
$257K – – –
KFI
1396
Key Financial Inc
Pennsylvania
$257K -$7.56K -40 -3%
BWM
1397
BCGM Wealth Management
Indiana
$257K +$244K +1,290 New
WPWM
1398
Windward Private Wealth Management
Kansas
$256K -$41.6K -220 -15%
SFG
1399
SNS Financial Group
Minnesota
$255K -$25.9K -137 -10%
MA
1400
MBA Advisors
Pennsylvania
$254K -$9.45K -50 -4%
54 55
56
57 58