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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
PJSIMP
1501
P.J. Schmidt Investment Management (PJS)
Wisconsin
$327K – – –
BIAS
1502
Beacon Investment Advisory Services
New Jersey
$325K +$1.76K +8 +0.5%
AAM
1503
Aureus Asset Management
Massachusetts
$325K +$327K +1,489 New
HCM
1504
Howland Capital Management
Massachusetts
$322K -$38.4K -175 -11%
EP
1505
Essential Planning
New Hampshire
$322K +$324K +1,476 New
PWM
1506
Partnership Wealth Management
Maryland
$322K -$40.6K -185 -11%
IWS
1507
Integrity Wealth Solutions
Colorado
$320K -$43K -196 -12%
WP
1508
Westmount Partners
California
$318K +$1.98K +9 +0.6%
NRW
1509
Nova R Wealth
Kansas
$317K -$50.1K -228 -14%
LRPA
1510
L. Roy Papp & Associates
Arizona
$317K – – –
CRC
1511
Curi RMB Capital
Illinois
$317K -$27.7K -126 -8%
AWA
1512
Alta Wealth Advisors
Massachusetts
$316K -$7.91K -36 -2%
NFC
1513
Northeast Financial Consultants
Connecticut
$316K +$318K +1,447 New
AIC
1514
Archer Investment Corporation
Indiana
$315K +$659 +3 +0.2%
CAM
1515
Congress Asset Management
Massachusetts
$315K – – –
TWP
1516
Total Wealth Planning
Ohio
$314K -$3.07K -14 -1%
GKWIM
1517
Gerber Kawasaki Wealth & Investment Management
California
$313K -$5.49K -25 -2%
VCA
1518
Verdence Capital Advisors
Maryland
$312K -$78K -355 -20%
PCM
1519
Pennsylvania Capital Management
Pennsylvania
$312K – – –
FA
1520
FF Advisors
California
$312K -$44.6K -203 -12%
DTC
1521
Davidson Trust Company
Washington
$312K +$314K +1,429 New
ZRP
1522
Zynergy Retirement Planning
New Jersey
$311K +$314K +1,428 New
HA
1523
Herold Advisors
New York
$311K -$1.54K -7 -0.5%
OHIS
1524
Oak Harvest Investment Services
Texas
$309K -$22.2K -101 -7%
CIAS
1525
CFS Investment Advisory Services
New Jersey
$308K +$310K +1,412 New
59 60
61
62 63