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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
LWMNY
1951
Landmark Wealth Management (New York)
New York
– -$872K -3,814 Closed
TWM
1952
Trevian Wealth Management
Massachusetts
– -$806K -3,527 Closed
WCM
1953
Winthrop Capital Management
Indiana
– -$802K -3,508 Closed
ITB
1954
Idaho Trust Bank
Idaho
– -$657K -2,872 Closed
MAM
1955
Meeder Asset Management
Ohio
– -$582K -2,544 Closed
IHL
1956
Investment House LLC
California
– -$580K -2,539 Closed
CAM
1957
Crestone Asset Management
Colorado
– -$493K -2,155 Closed
DFG
1958
Delta Financial Group
New Jersey
– -$463K -2,024 Closed
AFA
1959
Alpha Financial Advisors
North Carolina
– -$449K -1,963 Closed
PTC
1960
Philadelphia Trust Company
Pennsylvania
– -$394K -1,725 Closed
BC
1961
Belmont Capital
California
– -$374K -1,638 Closed
SSWM
1962
Smith Salley Wealth Management
North Carolina
– -$373K -1,633 Closed
TC
1963
Trilogy Capital
California
– -$369K -1,613 Closed
AIC
1964
Argus Investors Counsel
New York
– -$338K -1,480 Closed
AWP
1965
Abacus Wealth Partners
California
– -$310K -1,356 Closed
FFB
1966
First Financial Bankshares
Texas
– -$294K -1,287 Closed
WWS
1967
Wellington Wealth Strategies
Indiana
– -$289K -1,263 Closed
CWM
1968
Campbell Wealth Management
Virginia
– -$277K -1,213 Closed
WW
1969
Waterfront Wealth
Kansas
– -$253K -1,175 Closed
FG
1970
Foster Group
Iowa
– -$247K -1,082 Closed
BWM
1971
BCGM Wealth Management
Indiana
– -$245K -1,073 Closed
TC
1972
Truvestments Capital
Florida
– -$243K -1,061 Closed
ES
1973
ETF Store
Kansas
– -$233K -1,020 Closed
NPT
1974
Nixon Peabody Trust
Massachusetts
– -$232K -1,015 Closed
RWA
1975
Redhawk Wealth Advisors
Minnesota
– -$232K -1,014 Closed
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79
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