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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
STA
1826
Shade Tree Advisors
New York
$268K +$274K +1,115 New
CNB
1827
Camden National Bank
Maine
$267K -$122K -495 -31%
SMWM
1828
Silvia McColl Wealth Management
California
$267K – – –
BFA
1829
Buttonwood Financial Advisors
Maryland
$266K +$246 +1 +0.1%
RWRC
1830
R.W. Roge & Company
New York
$266K – – –
MSAM
1831
Moloney Securities Asset Management
Missouri
$265K +$15.5K +63 +6%
HBW
1832
Hazlett, Burt & Watson
West Virginia
$265K -$1.72K -7 -0.6%
AAM
1833
Aureus Asset Management
Massachusetts
$264K – – –
SWA
1834
Serenus Wealth Advisors
California
$264K +$271K +1,100 New
EWA
1835
Elevate Wealth Advisory
Georgia
$263K – – –
FFM
1836
Forum Financial Management
Illinois
$263K +$19.9K +81 +8%
IPA
1837
Investment Planning Advisors
Georgia
$262K +$269K +1,092 New
RFP
1838
RCS Financial Planning
Maryland
$261K +$48.2K +196 +22%
RA
1839
RoundAngle Advisors
New Jersey
$260K +$267K +1,084 New
FDW
1840
Fourth Dimension Wealth
Ohio
$260K +$266K +1,083 New
C
1841
Covestor
United Kingdom
$260K +$6.15K +25 +2%
SL
1842
Sentry LLC
Tennessee
$259K – – –
FCM
1843
Firestone Capital Management
Florida
$258K +$265K +1,076 New
MM
1844
Meridian Management
Arkansas
$258K -$141K -575 -35%
MIM
1845
Marco Investment Management
Georgia
$258K -$1.72K -7 -0.6%
IPW
1846
Impact Partnership Wealth
Georgia
$257K -$984 -4 -0.4%
TFGT
1847
TS Financial Group (TSFG)
Illinois
$257K -$3.44K -14 -1%
WF
1848
Womack Financial
Texas
$256K +$263K +1,067 New
VAF
1849
Values Added Financial
District of Columbia
$256K – – –
BIP
1850
Blueprint Investment Partners
North Carolina
$255K -$7.87K -32 -3%
72 73
74
75 76