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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
SP
1576
Sequent Planning
Nebraska
$273K +$257K +1,193 New
MIM
1577
Marco Investment Management
Georgia
$272K +$256K +1,189 New
TA
1578
Tactive Advisors
Florida
$272K -$53.3K -248 -17%
BMMM
1579
Boston Mountain Money Management
Arkansas
$272K +$256K +1,188 New
MAM
1580
McCarthy Asset Management
California
$271K -$36.1K -168 -12%
SWM
1581
Shakespeare Wealth Management
Wisconsin
$271K -$2.8K -13 -1%
MNBTD
1582
Moody National Bank Trust Division
Texas
$271K – – –
VT
1583
Vise Technologies
New York
$271K -$140K -650 -35%
4FG
1584
4Thought Financial Group
New York
$270K +$41.3K +192 +19%
PCS
1585
Personal CFO Solutions
New Jersey
$268K +$252K +1,173 New
DFA
1586
DHJJ Financial Advisors
Illinois
$267K – – –
AMIM
1587
Aull & Monroe Investment Management
Alabama
$267K – – –
CIAS
1588
Capital Investment Advisory Services
North Carolina
$267K -$253K -1,176 -50%
CAWM
1589
Capital Advisors Wealth Management
Washington
$265K +$9.25K +43 +4%
CFO
1590
Callan Family Office
Pennsylvania
$265K – – –
BMWM
1591
Brown Miller Wealth Management
Virginia
$264K – – –
HCA
1592
Heck Capital Advisors
Wisconsin
$264K +$645 +3 +0.3%
BCMLT
1593
Beacon Capital Management LLC (Tennessee)
Tennessee
$262K -$1.08K -5 -0.4%
S
1594
Sunpointe
Missouri
$261K -$57.6K -268 -19%
SVWG
1595
Shared Vision Wealth Group
United States
$261K – – –
PCTC
1596
Perkins Coie Trust Company
Washington
$261K – – –
CWM
1597
Capital Wealth Management
Rhode Island
$259K -$141K -656 -37%
CMP
1598
Courage Miller Partners
Virginia
$259K +$430 +2 +0.2%
BIP
1599
Blueprint Investment Partners
North Carolina
$258K -$13.3K -62 -5%
BMO
1600
Beck Mack & Oliver
New York
$258K -$8.6K -40 -3%
62 63
64
65 66