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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
DDC
1676
DF Dent & Co
Maryland
$363K – – –
SIM
1677
Synergy Investment Management
Florida
$361K +$370K +1,505 New
PJSIMP
1678
P.J. Schmidt Investment Management (PJS)
Wisconsin
$361K -$1.72K -7 -0.5%
DWM
1679
DecisionMap Wealth Management
Virginia
$361K +$370K +1,503 New
MCM
1680
Maple Capital Management
Vermont
$361K – – –
FPCG
1681
Forum Private Client Group
Indiana
$361K -$3.44K -14 -0.9%
CCG
1682
Cypress Capital Group
Florida
$360K -$96.9K -394 -21%
CIAS
1683
CFS Investment Advisory Services
New Jersey
$360K +$24.4K +99 +7%
GWM
1684
GK Wealth Management
Nevada
$358K +$366K +1,488 New
DWM
1685
David Wealth Management
Virginia
$356K +$365K +1,482 New
CGL
1686
Clarius Group LLC
Washington
$356K – – –
HPM
1687
Hoxton Planning & Management
West Virginia
$355K +$364K +1,478 New
CMI
1688
Clare Market Investments
Texas
$355K +$51.9K +211 +17%
WP
1689
Westmount Partners
California
$355K -$39.1K -159 -10%
CRC
1690
Curi RMB Capital
Illinois
$354K +$32.2K +131 +10%
LWM
1691
LJI Wealth Management
Indiana
$353K – – –
CPCP
1692
Cedar Point Capital Partners
Iowa
$353K -$17.2K -70 -5%
WPWM
1693
Windward Private Wealth Management
Kansas
$350K -$29.5K -120 -8%
LRPA
1694
L. Roy Papp & Associates
Arizona
$350K +$246 +1 +0.1%
BFWA
1695
Benchmark Financial Wealth Advisors
Florida
$350K +$134K +543 +60%
SW
1696
SteelPeak Wealth
California
$349K +$358K +1,453 New
NP
1697
NorthRock Partners
Minnesota
$348K +$2.21K +9 +0.6%
GKWIM
1698
Gerber Kawasaki Wealth & Investment Management
California
$346K -$32K -130 -8%
CFO
1699
CVA Family Office
Colorado
$344K – – –
BB
1700
Busey Bank
Illinois
$344K -$12.5K -51 -3%
66 67
68
69 70