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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
LWCFA
1776
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$300K – – –
CFO
1777
Callan Family Office
Pennsylvania
$300K -$46.8K -190 -13%
SIC
1778
SJS Investment Consulting
Ohio
$298K – – –
FB
1779
Finward Bancorp
Indiana
$297K +$305K +1,238 New
CHJWM
1780
Carlton Hofferkamp & Jenks Wealth Management
Texas
$296K – – –
TA
1781
TPG Advisors
Illinois
$296K +$11.1K +45 +4%
PWM
1782
Partnership Wealth Management
Maryland
$296K +$36.4K +148 +14%
MWG
1783
Martin Worley Group
Utah
$295K +$302K +1,228 New
RWM
1784
Raffa Wealth Management
District of Columbia
$295K +$1.72K +7 +0.6%
AP
1785
Aspect Partners
Virginia
$295K – – –
LMKC
1786
L.M. Kohn & Company
Ohio
$294K – – –
HFS
1787
Howard Financial Services
Texas
$294K +$301K +1,223 New
PFA
1788
Portland Financial Advisors
New York
$293K +$300K +1,219 New
LOPW
1789
Live Oak Private Wealth
North Carolina
$292K – – –
TSMHT
1790
Thurston Springer Miller Herd & Titak
Indiana
$292K +$65.7K +267 +28%
BMWM
1791
Brown Miller Wealth Management
Virginia
$292K +$14.8K +60 +5%
IAS
1792
Insigneo Advisory Services
Florida
$291K +$52.2K +212 +21%
WI
1793
WBI Investments
New Jersey
$290K +$297K +1,209 New
TC
1794
Trilogy Capital
California
$290K +$297K +1,207 New
MA
1795
MBA Advisors
Pennsylvania
$289K – – –
NIWA
1796
New Insight Wealth Advisors
California
$289K +$29K +118 +11%
RPSA
1797
Richard P. Slaughter Associates
Texas
$289K – – –
AV
1798
Aspiring Ventures
Ohio
$288K +$285K +1,158 New
SWM
1799
Shakespeare Wealth Management
Wisconsin
$286K +$246 +1 +0.1%
MNBTD
1800
Moody National Bank Trust Division
Texas
$285K – – –
70 71
72
73 74