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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
BFIM
1376
Beese Fulmer Investment Management
Ohio
$596K -$680K -2,847 -51%
ARG
1377
Advisory Resource Group
Oklahoma
$594K +$52.8K +221 +9%
AWM
1378
AllSquare Wealth Management
New York
$594K +$11.5K +48 +2%
MW
1379
MBL Wealth
North Carolina
$593K – – –
DP
1380
Denver PWM
Colorado
$589K -$75.7K -317 -11%
RWMH
1381
Riverpoint Wealth Management Holdings
Illinois
$587K +$4.78K +20 +0.8%
SCP
1382
Sandhill Capital Partners
New York
$586K +$631K +2,643 New
AWM
1383
Accel Wealth Management
Iowa
$585K -$7.16K -30 -1%
TWM
1384
Tumwater Wealth Management
Idaho
$581K -$3.34K -14 -0.5%
MWA
1385
Moser Wealth Advisors
Washington
$580K -$6.45K -27 -1%
FWM
1386
Fingerlakes Wealth Management
New York
$578K -$32.7K -137 -5%
MIG
1387
McGuire Investment Group
Rhode Island
$576K +$19.1K +80 +3%
ISWM
1388
Independent Solutions Wealth Management
New York
$575K +$611K +2,557 New
TCG
1389
Transcendent Capital Group
Oklahoma
$573K +$5.49K +23 +0.9%
HIG
1390
Heritage Investment Group
Florida
$570K +$140K +585 +29%
ES
1391
Eagle Strategies
New York
$568K -$18.4K -77 -3%
OWA
1392
Outlook Wealth Advisors
Texas
$566K +$3.82K +16 +0.6%
WRPWM
1393
Werba Rubin Papier Wealth Management
California
$566K -$233K -974 -28%
NA
1394
Nestegg Advisors
New York
$565K +$45.6K +191 +8%
CS
1395
Capital Square
Tennessee
$564K +$80.2K +336 +15%
LFS
1396
Lutz Financial Services
Nebraska
$563K -$252K -1,055 -29%
SA
1397
Sovran Advisors
California
$561K +$222K +931 +52%
HWA
1398
HHM Wealth Advisors
Tennessee
$560K -$47.8K -200 -7%
BHIA
1399
Birch Hill Investment Advisors
Massachusetts
$559K – – –
CF
1400
Centaurus Financial
California
$555K -$28.9K -121 -5%
54 55
56
57 58