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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
MFA
1501
Morling Financial Advisors
California
$369K +$199K +875 +129%
WPW
1502
Warther Private Wealth
Ohio
$368K – – –
ECM
1503
EagleClaw Capital Management
Massachusetts
$368K – – –
SFP
1504
Shepherd Financial Partners
Massachusetts
$367K – – –
KFP
1505
Keener Financial Planning
Texas
$367K -$6.59K -29 -2%
CPCP
1506
Cedar Point Capital Partners
Iowa
$365K -$5.91K -26 -2%
PWA
1507
Physician Wealth Advisors
Utah
$364K +$344K +1,515 New
IWS
1508
Integrity Wealth Solutions
Colorado
$363K +$14.3K +63 +4%
HPC
1509
HM Payson & Co
Maine
$362K – – –
JWM
1510
JGP Wealth Management
Oregon
$362K +$52K +229 +18%
FCM
1511
Fortis Capital Management
Washington
$361K -$5K -22 -1%
FPCG
1512
Forum Private Client Group
Indiana
$359K -$18.6K -82 -5%
PJSIMP
1513
P.J. Schmidt Investment Management (PJS)
Wisconsin
$358K +$2.95K +13 +0.9%
TC
1514
TAP Consulting
Missouri
$358K -$2.04K -9 -0.6%
DDC
1515
DF Dent & Co
Maryland
$358K – – –
HCP
1516
Hardin Capital Partners
South Carolina
$358K +$909 +4 +0.3%
JSA
1517
Jim Saulnier & Associates
Colorado
$357K +$342K +1,507 New
BCMLT
1518
Beacon Capital Management LLC (Tennessee)
Tennessee
$357K +$59.1K +260 +21%
MCM
1519
Maple Capital Management
Vermont
$357K -$279K -1,227 -45%
SWM
1520
Selective Wealth Management
Virginia
$353K -$92.7K -408 -21%
BB
1521
Busey Bank
Illinois
$352K +$66.1K +291 +24%
CGL
1522
Clarius Group LLC
Washington
$352K +$91.3K +402 +37%
CIAS
1523
Capital Investment Advisory Services
North Carolina
$350K +$67.7K +298 +25%
EP
1524
Essential Planning
New Hampshire
$350K – – –
LWM
1525
LJI Wealth Management
Indiana
$349K -$79.1K -348 -19%
59 60
61
62 63