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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
CGL
1651
Clarius Group LLC
Washington
$235K +$237K +1,080 New
SL
1652
Sentry LLC
Tennessee
$235K – – –
SIG
1653
Stonegate Investment Group
Alabama
$235K – – –
MAA
1654
Matrix Asset Advisors
New York
$235K – – –
SPA
1655
Sentinel Pension Advisors
Massachusetts
$235K +$659 +3 +0.3%
B
1656
Bensler
Washington
$233K +$9.88K +45 +4%
BA
1657
Bluesphere Advisors
Pennsylvania
$232K +$22K +100 +10%
TA
1658
TPG Advisors
Illinois
$232K +$234K +1,065 New
SP
1659
Stonebrook Private
Michigan
$232K – – –
TCMP
1660
Thrive Capital Management (Pennsylvania)
Pennsylvania
$231K +$233K +1,061 New
SM
1661
Sensible Money
Arizona
$231K – – –
RVPG
1662
Relative Value Partners Group
$231K -$1.46M -6,636 -86%
LSPW
1663
Lake Street Private Wealth
Illinois
$231K -$1.1K -5 -0.5%
FCT
1664
First Community Trust
Iowa
$231K +$147K +670 +172%
WI
1665
WBI Investments
New Jersey
$231K -$3.32M -15,132 -93%
MWM
1666
Modern Wealth Management
Kansas
$230K +$231K +1,053 New
WFS
1667
Walker Financial Services
Kentucky
$229K – – –
PG
1668
Prostatis Group
Maryland
$228K +$4.17K +19 +2%
NAG
1669
Northstar Advisory Group
New Jersey
$227K – – –
RFN
1670
RDA Financial Network
Iowa
$227K -$34.5K -157 -13%
LMKC
1671
L.M. Kohn & Company
Ohio
$225K -$50.7K -231 -18%
CB
1672
Community Bank
New York
$223K – – –
BIM
1673
Breakwater Investment Management
Washington
$222K – – –
MAM
1674
McCarthy Asset Management
California
$221K -$37.6K -171 -14%
VWA
1675
VERITY Wealth Advisors
United States
$221K – – –
65 66
67
68 69