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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
NI
1576
Nest Investments
Pennsylvania
$559K +$85.8K +317 +17%
UIM
1577
Unified Investment Management
Georgia
$559K +$54.1K +200 +10%
CHC
1578
City Holding Co
West Virginia
$556K +$812 +3 +0.1%
AWM
1579
Accel Wealth Management
Iowa
$555K -$134K -495 -19%
AF
1580
Atala Financial
California
$555K – – –
SCP
1581
Stevens Capital Partners
Nebraska
$554K +$68.2K +252 +14%
KIA
1582
KCM Investment Advisors
California
$554K -$1.16M -4,293 -67%
CD
1583
Chapin Davis
Maryland
$553K -$47.4K -175 -8%
WCL
1584
Wealth Care LLC
Florida
$553K +$571K +2,110 New
BCM
1585
BluePath Capital Management
Georgia
$550K +$202K +746 +55%
AP
1586
Appleton Partners
Massachusetts
$549K -$4.6K -17 -0.8%
JC
1587
JM2 Capital
Oklahoma
$549K – – –
AG
1588
AmeriFlex Group
Nevada
$548K +$50.3K +186 +10%
JSA
1589
Jim Saulnier & Associates
Colorado
$547K +$140K +519 +33%
MPCL
1590
My Personal CFO LLC
Washington
$547K -$223K -823 -28%
BW
1591
Bravera Wealth
North Dakota
$547K +$156K +577 +38%
MC
1592
Moors & Cabot
Massachusetts
$547K -$50.1K -185 -8%
SP
1593
Sequent Planning
Nebraska
$546K +$28.1K +104 +5%
VA
1594
Vident Advisory
Georgia
$545K +$47.9K +177 +9%
TA
1595
TPG Advisors
Illinois
$543K +$129K +476 +30%
PPW
1596
Parcion Private Wealth
Washington
$542K +$560K +2,069 New
FCIM
1597
Fairview Capital Investment Management
California
$542K -$877K -3,240 -61%
MSG
1598
Main Street Group
Virginia
$540K -$5.95K -22 -1%
5NPW
1599
55 North Private Wealth
Florida
$540K +$1.35K +5 +0.2%
UFAC
1600
Urban Financial Advisory Corp
Illinois
$540K +$73.1K +270 +15%
62 63
64
65 66