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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
1401
Lionshead Wealth Management
New York
$582K +$45.1K +202 +9%
GD
1402
Grandfield & Dodd
New York
$580K – – –
TNB
1403
Thomasville National Bank
Georgia
$578K +$8.92K +40 +2%
GCM
1404
Glaxis Capital Management
Florida
$577K – – –
WDG
1405
Wealth Dimensions Group
Ohio
$574K -$446 -2 -0.1%
CD
1406
Chapin Davis
Maryland
$573K -$12.3K -55 -2%
ISWM
1407
Independent Solutions Wealth Management
New York
$572K -$32.1K -144 -6%
AA
1408
Advisory Alpha
Michigan
$572K +$28.1K +126 +6%
FFG
1409
Fiduciary Financial Group
California
$571K +$31K +139 +6%
LWM
1410
Lyell Wealth Management
California
$571K -$71.2K -319 -12%
RRA
1411
Round Rock Advisors
Connecticut
$570K -$493K -2,212 -48%
FCB
1412
First County Bank
Connecticut
$570K -$4.24K -19 -0.8%
FWP
1413
FAS Wealth Partners
Kansas
$570K -$9.59K -43 -2%
CS
1414
Capital Square
Tennessee
$568K -$44.6K -200 -8%
CWA
1415
Cascade Wealth Advisors
Washington
$566K -$328K -1,471 -38%
1WM
1416
1900 Wealth Management
Texas
$565K – – –
FF
1417
Francis Financial
$565K +$3.12K +14 +0.6%
OSNBOA
1418
Old Second National Bank of Aurora
Illinois
$565K – – –
STFP
1419
Signal Tree Financial Partners
Ohio
$563K +$530K +2,375 New
MA
1420
MAS Advisors
Florida
$561K +$17.6K +79 +3%
CLP
1421
Charis Legacy Partners
Texas
$561K – – –
AWM
1422
Angeles Wealth Management
California
$560K +$237K +1,063 +82%
PB
1423
Pinnacle Bancorp
Nebraska
$560K +$25.7K +115 +5%
SAM
1424
Smith Asset Management
Florida
$559K +$79.9K +358 +18%
SAM
1425
Silvercrest Asset Management
New York
$558K – – –
55 56
57
58 59