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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
CPCM
1951
Cardinal Point Capital Management
Ontario, Canada
$345K -$61.9K -216 -16%
VHAM
1952
Van Hulzen Asset Management
California
$344K -$59.3K -207 -15%
ASBI
1953
American State Bank (Iowa)
Iowa
$343K +$31K +108 +11%
OAS
1954
Optivise Advisory Services
Tennessee
$343K +$39K +136 +14%
NWM
1955
Northcape Wealth Management
New York
$343K -$1.72K -6 -0.5%
ITIM
1956
Indiana Trust & Investment Management
Indiana
$343K – – –
WPA
1957
West Paces Advisors
Georgia
$342K +$303K +1,057 +1,468%
BTD
1958
BankPlus Trust Department
Mississippi
$342K +$319K +1,114 +7,957%
PFA
1959
Pathway Financial Advisers
Indiana
$342K +$57.6K +201 +22%
TCBWMS
1960
Texas Capital Bank Wealth Management Services
Texas
$342K – – –
SWM
1961
Steinberganna Wealth Management
New York
$341K +$22.9K +80 +8%
DWM
1962
Destination Wealth Management
California
$340K -$45.9K -160 -12%
HCWM
1963
Hidden Cove Wealth Management
Washington
$340K +$7.45K +26 +2%
CFG
1964
Carter Financial Group
Illinois
$340K -$10.9K -38 -3%
WFG
1965
Wills Financial Group
Virginia
$339K – – –
STA
1966
Shade Tree Advisors
New York
$338K – – –
HHGA
1967
Halbert Hargrove Global Advisors
California
$337K -$6.02K -21 -2%
SMWM
1968
Silvia McColl Wealth Management
California
$336K – – –
NCM
1969
Novare Capital Management
North Carolina
$336K -$4.3K -15 -1%
SP
1970
Symmetry Partners
Connecticut
$335K – – –
OHIS
1971
Oak Harvest Investment Services
Texas
$334K -$30.4K -106 -9%
SWA
1972
Serenus Wealth Advisors
California
$333K – – –
MCC
1973
Money Concepts Capital
Florida
$332K -$573 -2 -0.2%
NCM
1974
Noesis Capital Mangement
Florida
$331K -$7.17K -25 -2%
MS
1975
Monetary Solutions
Ohio
$331K +$78K +272 +33%
77 78
79
80 81