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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
$335K – – –
AWA
1677
Authentikos Wealth Advisory
California
$334K +$360K +1,507 New
EP
1678
Essential Planning
New Hampshire
$334K -$1.79M -7,494 -83%
LNB
1679
Ledyard National Bank
$333K +$359K +1,503 New
ACM
1680
Andina Capital Management
Utah
$333K -$91.9K -385 -20%
SWM
1681
Stockman Wealth Management
Montana
$333K -$141K -589 -28%
PCA
1682
Pallas Capital Advisors
Massachusetts
$332K -$58.3K -244 -14%
LOPW
1683
Live Oak Private Wealth
North Carolina
$332K +$66.9K +280 +23%
HAS
1684
HBW Advisory Services
California
$331K -$58K -243 -14%
LA
1685
Lifeworks Advisors
Michigan
$330K -$90.7K -380 -20%
DWM
1686
David Wealth Management
Virginia
$330K +$955 +4 +0.3%
CGL
1687
Clarius Group LLC
Washington
$329K – – –
BAG
1688
Bridgewealth Advisory Group
California
$329K -$3.91M -16,386 -92%
MPCA
1689
Madison Park Capital Advisors
Washington
$327K -$21K -88 -6%
WA
1690
WealthTrust Axiom
Pennsylvania
$327K -$27.5K -115 -7%
LWM
1691
LJI Wealth Management
Indiana
$326K – – –
OC
1692
Oarsman Capital
Wisconsin
$326K +$77.9K +326 +29%
SCP
1693
Stevens Capital Partners
Nebraska
$325K +$350K +1,465 New
PMWMG
1694
Parr McKnight Wealth Management Group
Minnesota
$324K -$27.7K -116 -7%
FWA
1695
FSM Wealth Advisors
Ohio
$323K +$147K +616 +73%
LRPA
1696
L. Roy Papp & Associates
Arizona
$323K – – –
WPWM
1697
Windward Private Wealth Management
Kansas
$323K – – –
PMSA
1698
Patrick M. Sweeney & Associates
Illinois
$323K +$16.7K +70 +5%
I
1699
INVST
Indiana
$322K -$15K -63 -4%
MIC
1700
Means Investment Company
Maine
$322K -$116K -486 -25%
66 67
68
69 70