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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
OPCM
1776
Osborne Partners Capital Management
California
$285K -$49.7K -223 -16%
PPW
1777
Pasadena Private Wealth
California
$285K +$2.23K +10 +0.8%
MIA
1778
MainStreet Investment Advisors
Illinois
$283K -$16.7K -75 -6%
SWM
1779
Shakespeare Wealth Management
Wisconsin
$281K – – –
KW
1780
KWB Wealth
California
$281K – – –
SM
1781
Sensible Money
Arizona
$280K – – –
GC
1782
GatePass Capital
Ohio
$280K – – –
HCA
1783
Harbour Capital Advisors
Virginia
$279K +$257K +1,154 New
B
1784
Bensler
Washington
$279K +$262K +1,176 New
ITIM
1785
Indiana Trust & Investment Management
Indiana
$277K – – –
WAM
1786
WNY Asset Management
New York
$277K -$3.12K -14 -1%
AMIM
1787
Aull & Monroe Investment Management
Alabama
$277K – – –
AFA
1788
Alpha Financial Advisors
North Carolina
$276K +$260K +1,166 New
SIC
1789
SJS Investment Consulting
Ohio
$276K -$52.2K -234 -17%
SVWG
1790
Shared Vision Wealth Group
United States
$276K – – –
AV
1791
Aspiring Ventures
Ohio
$274K – – –
NP
1792
NorthRock Partners
Minnesota
$274K -$63.1K -283 -20%
EFP
1793
EnRich Financial Partners
Wisconsin
$274K – – –
NA
1794
Novus Advisors
South Carolina
$273K -$181K -813 -41%
SIA
1795
Sit Investment Associates
Minnesota
$273K – – –
DIP
1796
Davis Investment Partners
North Carolina
$272K -$51.1K -229 -17%
MAA
1797
Matrix Asset Advisors
New York
$272K -$4.91K -22 -2%
CFG
1798
Carter Financial Group
Illinois
$272K +$255K +1,142 New
MFF
1799
Michels Family Financial
Texas
$271K -$3.35K -15 -1%
TFA
1800
Tobias Financial Advisors
Florida
$271K +$23K +103 +10%
70 71
72
73 74