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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
DWA
1576
Delap Wealth Advisory
Oregon
$443K +$98.5K +397 +30%
DCM
1577
DGS Capital Management
New Jersey
$442K -$33K -133 -7%
GBFP
1578
Golden Bell Financial Planning
Georgia
$441K +$21.3K +86 +5%
BIAS
1579
Beacon Investment Advisory Services
New Jersey
$441K – – –
MC
1580
Middleton & Co
Massachusetts
$440K – – –
DWM
1581
Destination Wealth Management
California
$440K -$13.9K -56 -3%
JCM
1582
Jacobi Capital Management
Pennsylvania
$438K +$81.1K +327 +23%
PA
1583
PFW Advisors
Georgia
$436K -$193K -780 -31%
MWM
1584
Mascoma Wealth Management
New Hampshire
$434K -$12.4K -50 -3%
NIWA
1585
New Insight Wealth Advisors
California
$432K +$64.7K +261 +18%
CAM
1586
Carret Asset Management
New York
$431K – – –
WI
1587
Westbourne Investments
Virginia
$431K +$24.8K +100 +6%
AIC
1588
Allodium Investment Consultants
Minnesota
$430K +$496 +2 +0.1%
HSA
1589
HBK Sorce Advisory
Pennsylvania
$427K -$744 -3 -0.2%
CAG
1590
Csenge Advisory Group
Florida
$426K -$245K -989 -37%
PG
1591
Proffitt & Goodson
Tennessee
$426K -$52.6K -212 -11%
ST
1592
Spinnaker Trust
Maine
$426K -$52.1K -210 -11%
WFS
1593
Weitzel Financial Services
Iowa
$425K +$11.2K +45 +3%
LSA
1594
Lion Street Advisors
Texas
$425K +$203K +818 +79%
KAS
1595
KPP Advisory Services
Kentucky
$422K +$6.2K +25 +2%
AGP
1596
Autumn Glory Partners
Texas
$421K +$410K +1,655 New
OPPS
1597
Obsidian Personal Planning Solutions
Maryland
$420K – – –
UFAC
1598
Urban Financial Advisory Corp
Illinois
$419K +$5.46K +22 +1%
IAIM
1599
International Assets Investment Management
Florida
$419K – – –
CF
1600
Convergence Financial
Missouri
$419K -$43.4K -175 -10%
62 63
64
65 66