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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
HAM
1401
Harmony Asset Management
Arizona
$459K +$70.9K +312 +19%
LWM
1402
Lodestone Wealth Management
Washington
$459K -$3.18K -14 -0.7%
MIC
1403
Means Investment Company
Maine
$458K +$682 +3 +0.2%
SFG
1404
Synergy Financial Group
California
$456K +$5.68K +25 +1%
DF
1405
DecisionPoint Financial
Arizona
$456K +$2.73K +12 +0.6%
NAM
1406
NTV Asset Management
West Virginia
$455K – – –
CCWM
1407
Cassaday & Co Wealth Management
Virginia
$454K -$82.7K -364 -16%
GAM
1408
GEM Asset Management
Michigan
$454K -$2.5K -11 -0.6%
CFAM
1409
Center For Asset Management
Florida
$452K +$50.7K +223 +13%
MTIC
1410
Missouri Trust & Investment Company
Missouri
$452K +$8.86K +39 +2%
PSCM
1411
Per Stirling Capital Management
Texas
$452K +$6.36K +28 +1%
HI
1412
Human Investing
Oregon
$451K +$21.1K +93 +5%
CCG
1413
Cypress Capital Group
Florida
$449K – – –
MPWS
1414
McCarter Private Wealth Services
Massachusetts
$448K +$429K +1,890 New
SBF
1415
Sara-Bay Financial
Florida
$448K -$84.1K -370 -16%
DWA
1416
Douglass Winthrop Advisors
New York
$447K – – –
WIP
1417
WealthCare Investment Partners
Rhode Island
$447K +$5.68K +25 +1%
UL
1418
Unionview LLC
Washington
$447K +$1.59K +7 +0.4%
BHWM
1419
Bar Harbor Wealth Management
New Hampshire
$445K +$22.3K +98 +6%
AWC
1420
Adamsbrown Wealth Consultants
Kansas
$445K – – –
UAG
1421
United Advisor Group
Ohio
$444K +$20K +88 +5%
SCM
1422
Spreng Capital Management
Ohio
$443K -$335K -1,476 -44%
TW
1423
TrinityPoint Wealth
Connecticut
$442K +$454 +2 +0.1%
NCG
1424
Newport Capital Group
New Jersey
$441K – – –
FRA
1425
Front Row Advisors
California
$439K -$159K -701 -28%
55 56
57
58 59