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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
HHGA
1801
Halbert Hargrove Global Advisors
California
$288K +$44.9K +181 +19%
ACM
1802
Andina Capital Management
Utah
$288K +$30.3K +122 +12%
B
1803
Bensler
Washington
$286K -$12.6K -51 -4%
NWM
1804
Northcape Wealth Management
New York
$286K +$3.22K +13 +1%
WAM
1805
WNY Asset Management
New York
$286K -$11.4K -46 -4%
BFA
1806
Buttonwood Financial Advisors
Maryland
$286K +$15.9K +64 +6%
SEM
1807
Strategic Equity Management
Arizona
$285K -$46.1K -186 -14%
STA
1808
Shade Tree Advisors
New York
$284K – – –
GIA
1809
GHP Investment Advisors
Colorado
$283K -$79.1K -319 -22%
SMWM
1810
Silvia McColl Wealth Management
California
$282K – – –
FVWA
1811
Foster Victor Wealth Advisors
South Carolina
$282K +$17.1K +69 +7%
SW
1812
SlateStone Wealth
Florida
$281K +$275K +1,107 New
AT
1813
Avalon Trust
New Mexico
$280K -$171K -690 -39%
SWA
1814
Serenus Wealth Advisors
California
$280K – – –
BFO
1815
Boston Family Office
Massachusetts
$279K +$248 +1 +0.1%
FTC
1816
Farmers Trust Company
Ohio
$278K – – –
CA
1817
Cornerstone Advisory
Maryland
$276K +$744 +3 +0.3%
SIM
1818
Sims Investment Management
Ohio
$276K -$127K -511 -32%
NFP
1819
NorthLanding Financial Partners
New York
$276K -$1.98K -8 -0.7%
IA
1820
IFC Advisors
California
$275K – – –
FDW
1821
Fourth Dimension Wealth
Ohio
$275K -$496 -2 -0.2%
CCP
1822
Carmel Capital Partners
California
$274K -$2.48K -10 -0.9%
EWA
1823
Elevate Wealth Advisory
Georgia
$273K -$15.4K -62 -5%
MIM
1824
Marco Investment Management
Georgia
$271K – – –
BWM
1825
BKM Wealth Management
Wisconsin
$270K – – –
71 72
73
74 75