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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
PPWM
1576
Paragon Private Wealth Management
Kentucky
$404K +$435K +1,823 New
OC
1577
Oakworth Capital
Alabama
$402K +$132K +552 +44%
NG
1578
Novem Group
New York
$402K -$138K -579 -24%
UWS
1579
Unique Wealth Strategies
Illinois
$401K -$31.5K -132 -7%
GWM
1580
GDS Wealth Management
Texas
$401K -$265K -1,109 -38%
LFA
1581
LifeGuide Financial Advisors
Pennsylvania
$401K +$239 +1 +0.1%
GBFP
1582
Golden Bell Financial Planning
Georgia
$400K -$11.9K -50 -3%
BC
1583
Bakala Capital
South Carolina
$400K +$40.4K +169 +10%
NA
1584
Nautilus Advisors
California
$399K – – –
TW
1585
Transform Wealth
Colorado
$399K +$955 +4 +0.2%
ST
1586
Spinnaker Trust
Maine
$398K – – –
CFGA
1587
Cambridge Financial Group (Arizona)
Arizona
$397K -$228K -953 -35%
DC
1588
Dahring Cusmano
Michigan
$397K -$13.1K -55 -3%
VNA
1589
Valley National Advisers
Pennsylvania
$397K – – –
WIP
1590
WealthCare Investment Partners
Rhode Island
$396K +$23.9K +100 +5%
RZH
1591
Relyea Zuckerberg Hanson
Connecticut
$396K -$10.3K -43 -2%
LWM
1592
Luminvest Wealth Management
Arizona
$396K -$549K -2,300 -56%
HPC
1593
HM Payson & Co
Maine
$395K +$17.7K +74 +4%
LPT
1594
Legacy Private Trust
Wisconsin
$395K +$6.93K +29 +2%
TFM
1595
Trademark Financial Management
Minnesota
$393K -$13.9K -58 -3%
SMA
1596
Seven Mile Advisory
New Jersey
$392K – – –
TWM
1597
Tolleson Wealth Management
Texas
$391K – – –
DWM
1598
Destination Wealth Management
California
$390K +$1.67K +7 +0.4%
FFB
1599
First Financial Bankshares
Texas
$387K +$188K +788 +82%
HHAA
1600
Henry H. Armstrong Associates
Pennsylvania
$387K +$417K +1,745 New
62 63
64
65 66