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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
SP
1501
Sequent Planning
Nebraska
$370K +$72.9K +321 +26%
MFA
1502
Morling Financial Advisors
California
$369K +$199K +875 +129%
WPW
1503
Warther Private Wealth
Ohio
$368K – – –
ECM
1504
EagleClaw Capital Management
Massachusetts
$368K – – –
SFP
1505
Shepherd Financial Partners
Massachusetts
$367K – – –
KFP
1506
Keener Financial Planning
Texas
$367K -$6.59K -29 -2%
CPCP
1507
Cedar Point Capital Partners
Iowa
$365K -$5.91K -26 -2%
PWA
1508
Physician Wealth Advisors
Utah
$364K +$344K +1,515 New
IWS
1509
Integrity Wealth Solutions
Colorado
$363K +$14.3K +63 +4%
HPC
1510
HM Payson & Co
Maine
$362K – – –
JWM
1511
JGP Wealth Management
Oregon
$362K +$52K +229 +18%
FCM
1512
Fortis Capital Management
Washington
$361K -$5K -22 -1%
FPCG
1513
Forum Private Client Group
Indiana
$359K -$18.6K -82 -5%
PJSIMP
1514
P.J. Schmidt Investment Management (PJS)
Wisconsin
$358K +$2.95K +13 +0.9%
TC
1515
TAP Consulting
Missouri
$358K -$2.04K -9 -0.6%
DDC
1516
DF Dent & Co
Maryland
$358K – – –
HCP
1517
Hardin Capital Partners
South Carolina
$358K +$909 +4 +0.3%
JSA
1518
Jim Saulnier & Associates
Colorado
$357K +$342K +1,507 New
BCMLT
1519
Beacon Capital Management LLC (Tennessee)
Tennessee
$357K +$59.1K +260 +21%
MCM
1520
Maple Capital Management
Vermont
$357K -$279K -1,227 -45%
SWM
1521
Selective Wealth Management
Virginia
$353K -$92.7K -408 -21%
BB
1522
Busey Bank
Illinois
$352K +$66.1K +291 +24%
CGL
1523
Clarius Group LLC
Washington
$352K +$91.3K +402 +37%
CIAS
1524
Capital Investment Advisory Services
North Carolina
$350K +$67.7K +298 +25%
EP
1525
Essential Planning
New Hampshire
$350K – – –
59 60
61
62 63