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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
NL
401
NEPC LLC
Massachusetts
$4.74M – – –
PBF
402
Petix & Botte Financial
California
$4.74M +$2.12M +9,516 +78%
FMII
403
Farmers & Merchants Investments Inc
Nebraska
$4.72M +$225K +1,010 +5%
OCM
404
One Capital Management
California
$4.71M +$65.1K +293 +1%
EWM
405
Echo Wealth Management
Minnesota
$4.71M +$606K +2,727 +15%
AWS
406
AJ Wealth Strategies
New York
$4.66M +$667 +3 +0%
AHC
407
Anderson Hoagland & Co
Missouri
$4.63M -$36.7K -165 -0.8%
SWP
408
Summit Wealth Partners
Florida
$4.6M +$151K +679 +3%
MIM
409
Morningstar Investment Management
Illinois
$4.53M +$511K +2,297 +13%
FC
410
Forte Capital
New York
$4.52M +$268K +1,205 +6%
HL
411
HeadInvest LLC
Maine
$4.51M +$20.2K +91 +0.4%
APC
412
Aspire Private Capital
North Carolina
$4.51M +$32.5K +146 +0.7%
ANTB
413
AMG National Trust Bank
Colorado
$4.51M +$503K +2,261 +12%
SFS
414
Sowell Financial Services
Arkansas
$4.48M +$164K +739 +4%
RWM
415
Refined Wealth Management
Utah
$4.47M +$135K +609 +3%
WCFA
416
Walkner Condon Financial Advisors
Wisconsin
$4.46M +$106K +477 +2%
PA
417
Parkside Advisors
California
$4.45M -$7.56K -34 -0.2%
NEAM
418
New England Asset Management
Connecticut
$4.44M -$3.8M -17,100 -46%
MCA
419
Magnolia Capital Advisors
Mississippi
$4.43M -$4.44M -19,981 -50%
CAMG
420
CWA Asset Management Group
Florida
$4.42M +$53.6K +241 +1%
MWA
421
Martel Wealth Advisors
Washington
$4.42M +$163K +732 +4%
TFA
422
Teamwork Financial Advisors
Texas
$4.41M +$541K +2,433 +14%
GWM
423
Greenhouse Wealth Management
Connecticut
$4.32M +$223K +1,002 +5%
WFA
424
Wellspring Financial Advisors
Ohio
$4.3M -$823K -3,704 -16%
SAM
425
S.A. Mason
Michigan
$4.3M +$379K +1,707 +10%
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