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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
451
Colony Family Offices
North Carolina
$3.54M +$432K +2,290 +12%
AMBIA
452
Allen Mooney & Barnes Investment Advisors
Georgia
$3.54M -$82.5K -437 -2%
HPWM
453
Highland Private Wealth Management
Washington
$3.53M +$524K +2,775 +16%
SFG
454
Sovereign Financial Group
Connecticut
$3.52M +$445K +2,355 +13%
EFS
455
Essex Financial Services
Connecticut
$3.51M -$313K -1,659 -7%
TA
456
Trellis Advisors
Washington
$3.5M +$102K +541 +3%
WPC
457
Wedmont Private Capital
Pennsylvania
$3.5M -$239K -1,265 -6%
AIP
458
Ameritas Investment Partners
Nebraska
$3.49M +$850K +4,503 +28%
WIM
459
WealthPlan Investment Management
Nebraska
$3.47M +$3.48M +18,437 New
CWM
460
Cranbrook Wealth Management
Michigan
$3.44M +$3.21K +17 +0.1%
MA
461
Momentum Advisors
New York
$3.41M – – –
EWA
462
Exencial Wealth Advisors
Oklahoma
$3.4M +$6.8K +36 +0.2%
AG
463
Ascent Group
Virginia
$3.4M +$31.7K +168 +0.9%
SB
464
Strategic Blueprint
Georgia
$3.4M +$261K +1,383 +7%
SAM
465
S.A. Mason
Michigan
$3.38M -$75.9K -402 -2%
WLIM
466
White Lighthouse Investment Management
Massachusetts
$3.38M +$293K +1,552 +9%
CWMU
467
Caliber Wealth Management (Utah)
Utah
$3.38M +$211K +1,117 +6%
IAN
468
Integrated Advisors Network
Texas
$3.35M +$2.1M +11,142 +132%
JRFS
469
James Reed Financial Services
Ohio
$3.35M -$68.7K -364 -2%
FMII
470
Farmers & Merchants Investments Inc
Nebraska
$3.35M -$16.6K -88 -0.4%
FB
471
First Bancorp
Maine
$3.35M +$689K +3,651 +23%
GA
472
GoalVest Advisory
New York
$3.34M +$348K +1,842 +10%
NOI
473
Newton One Investments
Delaware
$3.32M -$6.04K -32 -0.2%
FHC
474
First Heartland Consultants
Missouri
$3.3M +$439K +2,326 +14%
HAC
475
Harbor Advisory Corp
New Hampshire
$3.3M +$720K +3,816 +25%
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