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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
AFS
251
Axiom Financial Strategies
Indiana
$8.2M +$194K +1,006 +2%
AWA
252
Arete Wealth Advisors
Illinois
$8.13M +$488K +2,527 +6%
MWM
253
Marietta Wealth Management
Georgia
$8.1M +$360K +1,862 +4%
TLFA
254
True Link Financial Advisors
California
$8.08M +$3.74M +19,374 +73%
TWP
255
Tower Wealth Partners
Pennsylvania
$8.07M +$260K +1,344 +3%
PWM
256
Praetorian Wealth Management
California
$8M +$188K +971 +2%
CCM
257
Carlson Capital Management
Minnesota
$7.95M -$3.12M -16,174 -26%
RWA
258
Roberts Wealth Advisors
California
$7.91M +$138K +713 +2%
AWA
259
Arkadios Wealth Advisors
Georgia
$7.87M -$152K -788 -2%
CW
260
Cabot-Wellington
Massachusetts
$7.87M -$4.69M -24,310 -35%
TA
261
TruWealth Advisors
Louisiana
$7.85M +$8.6M +44,551 New
SLT
262
St Louis Trust
Missouri
$7.72M +$290K +1,501 +4%
TCM
263
Twele Capital Management
Minnesota
$7.7M +$126K +653 +2%
ANTB
264
AMG National Trust Bank
Colorado
$7.68M +$4.1M +21,214 +98%
KPWS
265
Kestra Private Wealth Services
Texas
$7.66M +$2.04M +10,572 +32%
TCM
266
TD Capital Management
Tennessee
$7.66M -$53.9K -279 -0.6%
PCMC
267
Private Capital Management (Colorado)
Colorado
$7.64M – – –
G
268
GenTrust
Florida
$7.62M +$1.03M +5,343 +14%
AMG
269
Asset Management Group
Connecticut
$7.61M -$187K -968 -2%
APC
270
Asset Planning Corporation
Tennessee
$7.61M +$430K +2,227 +5%
GWM
271
GDS Wealth Management
Texas
$7.59M +$1.05M +5,436 +14%
GWM
272
GoalFusion Wealth Management
Texas
$7.58M +$477K +2,472 +6%
CST
273
Charles Schwab Trust
Nevada
$7.51M -$134K -694 -2%
BFS
274
Bradley Foster & Sargent
Connecticut
$7.5M -$30.3K -157 -0.4%
AFS
275
Annapolis Financial Services
Maryland
$7.5M +$9.85K +51 +0.1%
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