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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
CB
1951
Community Bank
New York
$207K – – –
PAG
1952
Powers Advisory Group
Illinois
$206K +$201K +811 New
MWM
1953
MinichMacGregor Wealth Management
New York
$206K +$201K +811 New
DFA
1954
DHJJ Financial Advisors
Illinois
$206K -$992 -4 -0.5%
NPAN
1955
Northeast Planning Associates NH
New Hampshire
$206K +$201K +810 New
FFA
1956
First Foundation Advisors
California
$206K +$201K +809 New
BH
1957
Burk Holdings
Oklahoma
$205K +$200K +806 New
TA
1958
TKG Advisors
Indiana
$205K +$200K +805 New
CWA
1959
Crux Wealth Advisors
California
$204K +$199K +803 New
CBT
1960
Central Bank & Trust
Kentucky
$204K +$199K +803 New
EAM
1961
Empirical Asset Management
Massachusetts
$204K +$727K +2,930 New
CISOA
1962
Capital Investment Services of America
Wisconsin
$203K +$198K +800 New
EPIME
1963
Evelyn Partners Investment Management (Europe)
$203K – – –
AMCA
1964
Arthur M. Cohen & Associates
Illinois
$203K +$198K +800 New
CWP
1965
Curated Wealth Partners
California
$203K +$198K +800 New
TWA
1966
Trace Wealth Advisors
California
$203K +$198K +800 New
MCM
1967
Morton Capital Management
California
$203K +$198K +797 New
TBNY
1968
Trustco Bank (New York)
New York
$202K +$197K +796 New
OFP
1969
OLIO Financial Planning
Virginia
$202K +$197K +796 New
BAM
1970
Broyhill Asset Management
North Carolina
$202K -$14.1K -57 -7%
MYIA
1971
Mount Yale Investment Advisors
Colorado
$201K +$188K +759 +2,372%
MWA
1972
Monograph Wealth Advisors
California
$200K -$139K -561 -42%
PGWM
1973
Pitti Group Wealth Management
New York
$200K +$195K +787 New
HA
1974
Heartland Advisors
Wisconsin
$196K +$191K +771 New
BIM
1975
Breakwater Investment Management
Washington
$193K -$47.9K -193 -20%
77 78
79
80 81