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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
DDC
1501
DF Dent & Co
Maryland
$329K – – –
PJSIMP
1502
P.J. Schmidt Investment Management (PJS)
Wisconsin
$327K – – –
BIAS
1503
Beacon Investment Advisory Services
New Jersey
$325K +$1.76K +8 +0.5%
AAM
1504
Aureus Asset Management
Massachusetts
$325K +$327K +1,489 New
HCM
1505
Howland Capital Management
Massachusetts
$322K -$38.4K -175 -11%
EP
1506
Essential Planning
New Hampshire
$322K +$324K +1,476 New
PWM
1507
Partnership Wealth Management
Maryland
$322K -$40.6K -185 -11%
IWS
1508
Integrity Wealth Solutions
Colorado
$320K -$43K -196 -12%
WP
1509
Westmount Partners
California
$318K +$1.98K +9 +0.6%
NRW
1510
Nova R Wealth
Kansas
$317K -$50.1K -228 -14%
LRPA
1511
L. Roy Papp & Associates
Arizona
$317K – – –
CRC
1512
Curi RMB Capital
Illinois
$317K -$27.7K -126 -8%
AWA
1513
Alta Wealth Advisors
Massachusetts
$316K -$7.91K -36 -2%
NFC
1514
Northeast Financial Consultants
Connecticut
$316K +$318K +1,447 New
AIC
1515
Archer Investment Corporation
Indiana
$315K +$659 +3 +0.2%
CAM
1516
Congress Asset Management
Massachusetts
$315K – – –
TWP
1517
Total Wealth Planning
Ohio
$314K -$3.07K -14 -1%
GKWIM
1518
Gerber Kawasaki Wealth & Investment Management
California
$313K -$5.49K -25 -2%
VCA
1519
Verdence Capital Advisors
Maryland
$312K -$78K -355 -20%
PCM
1520
Pennsylvania Capital Management
Pennsylvania
$312K – – –
FA
1521
FF Advisors
California
$312K -$44.6K -203 -12%
DTC
1522
Davidson Trust Company
Washington
$312K +$314K +1,429 New
ZRP
1523
Zynergy Retirement Planning
New Jersey
$311K +$314K +1,428 New
HA
1524
Herold Advisors
New York
$311K -$1.54K -7 -0.5%
OHIS
1525
Oak Harvest Investment Services
Texas
$309K -$22.2K -101 -7%
59 60
61
62 63