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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
FRA
1551
Front Row Advisors
California
$424K +$10.5K +44 +2%
UIM
1552
Unified Investment Management
Georgia
$423K +$28.7K +120 +7%
LC
1553
LCNB Corp
Ohio
$422K +$455K +1,905 New
PJSIMP
1554
P.J. Schmidt Investment Management (PJS)
Wisconsin
$422K +$95.5K +400 +27%
SFP
1555
Shepherd Financial Partners
Massachusetts
$422K +$84.8K +355 +23%
FA
1556
Fountainhead AM
New Jersey
$422K -$190K -797 -30%
OWP
1557
Obermeyer Wealth Partners
Colorado
$421K – – –
LCOV
1558
London Company of Virginia
Virginia
$421K -$91.2K -382 -17%
MCM
1559
Maple Capital Management
Vermont
$421K +$94.1K +394 +26%
WMN
1560
Wealth Management Nebraska
Nebraska
$419K +$716 +3 +0.2%
DWA
1561
Delap Wealth Advisory
Oregon
$419K +$1.67K +7 +0.4%
IA
1562
Insight Advisors
Pennsylvania
$415K -$67.6K -283 -13%
HI
1563
Human Investing
Oregon
$413K +$18.4K +77 +4%
BHWM
1564
Bar Harbor Wealth Management
New Hampshire
$413K -$5.49K -23 -1%
AWA
1565
Arete Wealth Advisors
Illinois
$412K -$159K -666 -26%
DWA
1566
Douglass Winthrop Advisors
New York
$412K -$7.16K -30 -2%
CAWM
1567
Capital Advisors Wealth Management
Washington
$411K +$73.6K +308 +20%
RSF
1568
Rik Saylor Financial
Ohio
$411K -$10K -42 -2%
VCM
1569
Vision Capital Management
Oregon
$410K – – –
SIC
1570
Sterling Investment Counsel
New York
$410K +$47.3K +198 +12%
HGWM
1571
Horst & Graben Wealth Management
Oregon
$408K – – –
BIAS
1572
Beacon Investment Advisory Services
New Jersey
$406K +$23.9K +100 +6%
EFN
1573
Equita Financial Network
Pennsylvania
$405K -$28.2K -118 -6%
PPWM
1574
Paragon Private Wealth Management
Kentucky
$404K +$435K +1,823 New
OC
1575
Oakworth Capital
Alabama
$402K +$132K +552 +44%
61 62
63
64 65