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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
SPWM
1401
Schrum Private Wealth Management
Florida
$965K -$577K -2,012 -33%
TH
1402
TCTC Holdings
Texas
$962K +$111K +389 +14%
ATI
1403
ARK & TLK Investments
Oklahoma
$961K – – –
VFP
1404
Verus Financial Partners
Virginia
$957K -$16K -56 -2%
KFI
1405
Kachkovsky & Fisher Inc
California
$956K +$904K +3,155 New
MWP
1406
Meridian Wealth Partners
Pennsylvania
$955K -$12.9K -45 -1%
SWA
1407
Sterling Wealth Advisors
Florida
$955K – – –
CWM
1408
Concentrum Wealth Management
California
$954K +$65.6K +229 +8%
SC
1409
Searle & Co
Connecticut
$954K +$92.6K +323 +11%
NG
1410
Northstar Group
New York
$951K – – –
KFAS
1411
Keating Financial Advisory Services
Kansas
$951K -$75.9K -265 -8%
BSB
1412
Bangor Savings Bank
Maine
$948K -$2.01K -7 -0.2%
EFA
1413
Evernest Financial Advisors
Indiana
$946K – – –
RTC
1414
Riverview Trust Company
Washington
$945K -$238K -830 -21%
MCP
1415
Miller Capital Partners
Michigan
$939K – – –
HFS
1416
Howard Financial Services
Texas
$930K – – –
EW
1417
Elyxium Wealth
California
$928K -$21.8K -76 -2%
BA
1418
Bridgewater Advisors
New York
$926K -$20.1K -70 -2%
NP
1419
Nilsine Partners
Colorado
$926K +$10.3K +36 +1%
AIM
1420
Athena Investment Management
California
$926K -$151K -527 -15%
FCIM
1421
Fairview Capital Investment Management
California
$922K +$279K +975 +47%
AGP
1422
Aspire Growth Partners
Florida
$922K +$30.1K +105 +4%
CAG
1423
Carroll Advisory Group
Texas
$921K – – –
AMM
1424
American Money Management
California
$921K -$103K -359 -11%
MSA
1425
Marathon Strategic Advisors
Pennsylvania
$917K -$2.58K -9 -0.3%
55 56
57
58 59