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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1601
Cornerstone Advisory
Maryland
$262K – – –
CFO
1602
Callan Family Office
Pennsylvania
$261K +$8.35K +38 +3%
BB
1603
Busey Bank
Illinois
$260K -$2.85K -13 -1%
GSC
1604
G&S Capital
Colorado
$260K +$250K +1,138 New
SWM
1605
Shakespeare Wealth Management
Wisconsin
$260K +$878 +4 +0.3%
MNBTD
1606
Moody National Bank Trust Division
Texas
$259K – – –
CAWM
1607
Capital Advisors Wealth Management
Washington
$258K +$5.49K +25 +2%
CIAS
1608
Capital Investment Advisory Services
North Carolina
$257K +$2.85K +13 +1%
JDR
1609
Jay D. Rosenbaum
$257K +$259K +1,179 New
FIM
1610
Fernwood Investment Management
Massachusetts
$256K -$19.8K -90 -7%
DIP
1611
Davis Investment Partners
North Carolina
$255K – – –
AMIM
1612
Aull & Monroe Investment Management
Alabama
$255K – – –
DFA
1613
DHJJ Financial Advisors
Illinois
$255K – – –
NCM
1614
Northwest Capital Management
Oregon
$252K -$692K -3,149 -73%
SIA
1615
Sit Investment Associates
Minnesota
$252K +$253K +1,154 New
BMWM
1616
Brown Miller Wealth Management
Virginia
$252K – – –
HCA
1617
Heck Capital Advisors
Wisconsin
$251K – – –
LA
1618
LVW Advisors
New York
$251K +$60.6K +276 +31%
ACM
1619
Absolute Capital Management
Pennsylvania
$251K +$59.1K +269 +31%
AWM
1620
Austin Wealth Management
Texas
$250K -$7.91K -36 -3%
BIP
1621
Blueprint Investment Partners
North Carolina
$249K +$3.07K +14 +1%
SVWG
1622
Shared Vision Wealth Group
United States
$249K – – –
FWMM
1623
Foundation Wealth Management (Missouri)
Missouri
$249K +$250K +1,140 New
IGWM
1624
ICA Group Wealth Management
Colorado
$248K -$1.53M -6,970 -86%
JWBC
1625
J.W. Burns & Co
New York
$248K +$250K +1,137 New
63 64
65
66 67