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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
451
Refined Wealth Management
Utah
$4.68M +$57.5K +253 +1%
WPW
452
Waldron Private Wealth
Pennsylvania
$4.67M -$504K -2,217 -10%
JRFS
453
James Reed Financial Services
Ohio
$4.65M +$4.68M +20,582 New
MCA
454
Magnolia Capital Advisors
Mississippi
$4.65M +$68.2K +300 +1%
CAMG
455
CWA Asset Management Group
Florida
$4.62M +$52.5K +231 +1%
MIM
456
Morningstar Investment Management
Illinois
$4.61M – – –
EWA
457
Exencial Wealth Advisors
Oklahoma
$4.56M +$4.59M +20,190 New
OBWG
458
Onyx Bridge Wealth Group
New York
$4.56M +$631K +2,778 +16%
MWA
459
Martel Wealth Advisors
Washington
$4.56M -$9.09K -40 -0.2%
TYCC
460
Texas Yale Capital Corp
Florida
$4.53M +$96.6K +425 +2%
WLIM
461
White Lighthouse Investment Management
Massachusetts
$4.51M +$126K +556 +3%
SIA
462
Strategic Investment Advisors
Michigan
$4.5M +$507K +2,232 +13%
TA
463
Tectonic Advisors
Texas
$4.49M +$455K +2,004 +11%
SAM
464
S.A. Mason
Michigan
$4.49M +$43.2K +190 +1%
RFA
465
RTD Financial Advisors
Pennsylvania
$4.44M +$4.47M +19,654 New
WFA
466
Wellspring Financial Advisors
Ohio
$4.43M -$13.4K -59 -0.3%
GWM
467
Greenhouse Wealth Management
Connecticut
$4.43M -$38.9K -171 -0.9%
HMS
468
Hanseatic Management Services
New Mexico
$4.41M +$171K +753 +4%
GBT
469
Grove Bank & Trust
Florida
$4.39M +$12.5K +55 +0.3%
VWM
470
Venturi Wealth Management
Texas
$4.28M +$3.91M +17,208 +1,006%
LFA
471
Landmark Financial Advisors
Kentucky
$4.27M -$117K -513 -3%
RWG
472
Ratio Wealth Group
Colorado
$4.27M +$123K +540 +3%
NOI
473
Newton One Investments
Delaware
$4.27M +$74.8K +329 +2%
T
474
TCWP
Ohio
$4.27M +$4.29M +18,878 New
CWMGP
475
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$4.25M +$4.27M +18,783 New
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