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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
NG
1576
Novem Group
New York
$402K -$138K -579 -24%
UWS
1577
Unique Wealth Strategies
Illinois
$401K -$31.5K -132 -7%
GWM
1578
GDS Wealth Management
Texas
$401K -$265K -1,109 -38%
LFA
1579
LifeGuide Financial Advisors
Pennsylvania
$401K +$239 +1 +0.1%
GBFP
1580
Golden Bell Financial Planning
Georgia
$400K -$11.9K -50 -3%
BC
1581
Bakala Capital
South Carolina
$400K +$40.4K +169 +10%
NA
1582
Nautilus Advisors
California
$399K – – –
TW
1583
Transform Wealth
Colorado
$399K +$955 +4 +0.2%
ST
1584
Spinnaker Trust
Maine
$398K – – –
CFGA
1585
Cambridge Financial Group (Arizona)
Arizona
$397K -$228K -953 -35%
DC
1586
Dahring Cusmano
Michigan
$397K -$13.1K -55 -3%
VNA
1587
Valley National Advisers
Pennsylvania
$397K – – –
WIP
1588
WealthCare Investment Partners
Rhode Island
$396K +$23.9K +100 +5%
RZH
1589
Relyea Zuckerberg Hanson
Connecticut
$396K -$10.3K -43 -2%
LWM
1590
Luminvest Wealth Management
Arizona
$396K -$549K -2,300 -56%
HPC
1591
HM Payson & Co
Maine
$395K +$17.7K +74 +4%
LPT
1592
Legacy Private Trust
Wisconsin
$395K +$6.93K +29 +2%
TFM
1593
Trademark Financial Management
Minnesota
$393K -$13.9K -58 -3%
SMA
1594
Seven Mile Advisory
New Jersey
$392K – – –
TWM
1595
Tolleson Wealth Management
Texas
$391K – – –
DWM
1596
Destination Wealth Management
California
$390K +$1.67K +7 +0.4%
FFB
1597
First Financial Bankshares
Texas
$387K +$188K +788 +82%
HHAA
1598
Henry H. Armstrong Associates
Pennsylvania
$387K +$417K +1,745 New
HS
1599
Horan Securities
United States
$386K +$955 +4 +0.2%
GFPC
1600
Global Financial Private Client
Florida
$386K +$5.73K +24 +1%
62 63
64
65 66