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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
426
Capital Wealth Management
Rhode Island
$3.48M +$94.2K +534 +3%
HFS
427
HBC Financial Services
Washington
$3.47M -$30.5K -173 -1%
GWM
428
Greenhouse Wealth Management
Connecticut
$3.44M +$3.11M +17,656 New
AI
429
Accredited Investors
Minnesota
$3.42M -$16.4K -93 -0.5%
NEWAS
430
N.E.W. Advisory Services
Wisconsin
$3.4M -$810K -4,594 -21%
HCM
431
HM Capital Management
Missouri
$3.4M -$75.2K -426 -2%
OGF
432
Orin Green Financial
California
$3.4M +$3.08M +17,449 New
MAM
433
Marquette Asset Management
Minnesota
$3.38M -$21.2K -120 -0.7%
B
434
Barings
North Carolina
$3.34M +$1.35M +7,645 +80%
RFO
435
RiverGlades Family Offices
Florida
$3.33M -$88.6K -502 -3%
OIA
436
OneDigital Investment Advisors
Kansas
$3.32M -$55.2K -313 -2%
PFM
437
Phillips Financial Management
Indiana
$3.32M -$172K -977 -5%
APC
438
Aspire Private Capital
North Carolina
$3.31M +$104K +589 +4%
WA
439
WESPAC Advisors
California
$3.26M +$2.95M +16,735 New
PMG
440
ProVise Management Group
Florida
$3.23M -$136K -772 -4%
MECA
441
Miller Equity Capital Advisors
Texas
$3.22M +$489K +2,772 +20%
OCM
442
One Capital Management
California
$3.22M -$134K -758 -4%
WLIM
443
White Lighthouse Investment Management
Massachusetts
$3.19M +$138K +785 +5%
LFAS
444
Level Four Advisory Services
Texas
$3.18M -$141K -800 -5%
VC
445
Vicus Capital
Pennsylvania
$3.14M +$442K +2,508 +18%
VR
446
Viridian RIA
Washington
$3.13M -$244K -1,381 -8%
SAM
447
S.A. Mason
Michigan
$3.13M +$227K +1,289 +9%
JFG
448
JMG Financial Group
Illinois
$3.1M -$327K -1,855 -10%
RWG
449
Ratio Wealth Group
Colorado
$3.06M +$2.77M +15,716 New
MA
450
Modus Advisors
Minnesota
$3.06M +$51.5K +292 +2%
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