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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
JFG
351
JDM Financial Group
Texas
$13.6M +$7.5M +26,155 +28%
MFS
352
Madrona Financial Services
Washington
$13.4M +$615K +2,145 +5%
RWP
353
RWA Wealth Partners
Massachusetts
$13.4M +$2.01M +7,011 +19%
FWP
354
Fiduciary Wealth Partners
Massachusetts
$13.4M -$2.5M -8,729 -16%
SMA
355
Sage Mountain Advisors
Georgia
$13.4M +$40.4K +141 +0.3%
CAWM
356
Capital Advisors Wealth Management
Washington
$13.2M +$375K +1,309 +3%
IAS
357
IMA Advisory Services
Colorado
$13.2M +$12.1M +42,208 +3,562%
BDF
358
Black Diamond Financial
Maryland
$13.1M +$2.17M +7,569 +21%
AF
359
Advisornet Financial
Minnesota
$13.1M +$1.01M +3,531 +9%
NAMP
360
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$13M +$112K +390 +0.9%
CMAI
361
Capital Management Associates Inc
Minnesota
$13M +$270K +943 +2%
FOFP
362
Fee-Only Financial Planning
South Carolina
$13M -$73.4K -256 -0.6%
RWI
363
Red Wave Investments
Pennsylvania
$12.9M +$713K +2,489 +6%
EI
364
Ellevest Inc
New York
$12.9M +$13.2M +45,969 +113%
FWM
365
Fonville Wealth Management
Virginia
$12.9M -$287K -1,001 -2%
FAI
366
Fiduciary Advisors Inc
Missouri
$12.8M +$173K +603 +1%
CB
367
Commerce Bank
Missouri
$12.8M +$2.09M +7,294 +21%
HI
368
Harbour Investments
Wisconsin
$12.8M +$325K +1,135 +3%
MLA
369
MB, Levis & Associates
Pennsylvania
$12.8M +$11.9M +41,485 +6,238%
PWM
370
Praetorian Wealth Management
California
$12.8M +$23.5K +82 +0.2%
CWA
371
Crusonia Wealth Advisors
Colorado
$12.8M +$1.01M +3,508 +9%
PWM
372
Perigon Wealth Management
California
$12.6M +$25.5K +89 +0.2%
CCM
373
Chilton Capital Management
Texas
$12.6M -$42.7K -149 -0.4%
WAP
374
Wealth Analytics Partners
California
$12.6M -$107K -373 -0.9%
APIM
375
Agate Pass Investment Management
Washington
$12.5M -$249K -869 -2%
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