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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
1576
Marco Investment Management
Georgia
$272K +$256K +1,189 New
TA
1577
Tactive Advisors
Florida
$272K -$53.3K -248 -17%
BMMM
1578
Boston Mountain Money Management
Arkansas
$272K +$256K +1,188 New
MAM
1579
McCarthy Asset Management
California
$271K -$36.1K -168 -12%
SWM
1580
Shakespeare Wealth Management
Wisconsin
$271K -$2.8K -13 -1%
MNBTD
1581
Moody National Bank Trust Division
Texas
$271K – – –
VT
1582
Vise Technologies
New York
$271K -$140K -650 -35%
4FG
1583
4Thought Financial Group
New York
$270K +$41.3K +192 +19%
PCS
1584
Personal CFO Solutions
New Jersey
$268K +$252K +1,173 New
DFA
1585
DHJJ Financial Advisors
Illinois
$267K – – –
AMIM
1586
Aull & Monroe Investment Management
Alabama
$267K – – –
CIAS
1587
Capital Investment Advisory Services
North Carolina
$267K -$253K -1,176 -50%
CAWM
1588
Capital Advisors Wealth Management
Washington
$265K +$9.25K +43 +4%
CFO
1589
Callan Family Office
Pennsylvania
$265K – – –
BMWM
1590
Brown Miller Wealth Management
Virginia
$264K – – –
HCA
1591
Heck Capital Advisors
Wisconsin
$264K +$645 +3 +0.3%
BCMLT
1592
Beacon Capital Management LLC (Tennessee)
Tennessee
$262K -$1.08K -5 -0.4%
S
1593
Sunpointe
Missouri
$261K -$57.6K -268 -19%
SVWG
1594
Shared Vision Wealth Group
United States
$261K – – –
PCTC
1595
Perkins Coie Trust Company
Washington
$261K – – –
CWM
1596
Capital Wealth Management
Rhode Island
$259K -$141K -656 -37%
CMP
1597
Courage Miller Partners
Virginia
$259K +$430 +2 +0.2%
BIP
1598
Blueprint Investment Partners
North Carolina
$258K -$13.3K -62 -5%
BMO
1599
Beck Mack & Oliver
New York
$258K -$8.6K -40 -3%
AWM
1600
Austin Wealth Management
Texas
$258K +$2.58K +12 +1%
62 63
64
65 66