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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
1701
Sterling Investment Counsel
New York
$435K +$464K +1,812 New
SWGC
1702
Summit Wealth Group (Colorado)
Colorado
$433K +$430K +1,678 New
MFS
1703
Miller Financial Services
Michigan
$432K -$32K -125 -7%
GBFP
1704
Golden Bell Financial Planning
Georgia
$431K -$16.1K -63 -4%
MWM
1705
Mascoma Wealth Management
New Hampshire
$431K -$8.97K -35 -2%
4WM
1706
49 Wealth Management
Texas
$431K +$428K +1,670 New
LFA
1707
LifeGuide Financial Advisors
Pennsylvania
$430K -$23.8K -93 -5%
AWM
1708
Austin Wealth Management
Texas
$430K -$63.5K -248 -13%
WFS
1709
Weitzel Financial Services
Iowa
$429K -$9.22K -36 -2%
TPCM
1710
Templeton & Phillips Capital Management
Tennessee
$426K +$168K +656 +66%
FNBOMD
1711
First National Bank of Mount Dora
Florida
$425K – – –
NIWA
1712
New Insight Wealth Advisors
California
$424K -$13.8K -54 -3%
C
1713
Covestor
United Kingdom
$424K +$9.73K +38 +2%
PMSA
1714
Patrick M. Sweeney & Associates
Illinois
$424K -$769 -3 -0.2%
VA
1715
Veratis Advisors
North Carolina
$424K +$394K +1,537 New
EWA
1716
Etesian Wealth Advisors
Oregon
$422K -$58.7K -229 -12%
TW
1717
Tempo Wealth
Ohio
$422K +$419K +1,636 New
TAM
1718
Tocqueville Asset Management
New York
$421K +$4.1K +16 +1%
IPW
1719
Intergy Private Wealth
Colorado
$421K -$769 -3 -0.2%
PSP
1720
Pacific Sage Partners
Washington
$420K – – –
PIA
1721
Polaris Investment Advisors
Massachusetts
$420K +$417K +1,629 New
AIC
1722
Allodium Investment Consultants
Minnesota
$419K -$17.2K -67 -4%
JAG
1723
Journey Advisory Group
Kentucky
$418K -$126K -491 -23%
TTIC
1724
Tower Trust & Investment Company
Iowa
$418K +$39.5K +154 +11%
PFA
1725
Pillar Financial Advisors
Kentucky
$418K -$2.56K -10 -0.6%
67 68
69
70 71