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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
PIA
476
Pinion Investment Advisors
Kansas
$4.11M +$697K +3,497 +19%
BBWP
477
Beacon Bridge Wealth Partners
Pennsylvania
$4.08M +$2.43M +12,209 +130%
HL
478
HeadInvest LLC
Maine
$4.08M +$3.98K +20 +0.1%
MWA
479
Martel Wealth Advisors
Washington
$4.07M -$14.5K -73 -0.3%
CAC
480
Certified Advisory Corp
Florida
$4.07M +$444K +2,228 +9%
IFA
481
Index Fund Advisors
California
$4.06M -$146K -734 -3%
FCI
482
Financial Counselors Inc
Kansas
$4.05M -$44.2K -222 -1%
PWA
483
Peterson Wealth Advisors
Utah
$4.04M +$236K +1,184 +6%
OCM
484
One Capital Management
California
$4.02M -$50.2K -252 -1%
WCM
485
Washburn Capital Management
Florida
$4.02M +$126K +632 +3%
WLIM
486
White Lighthouse Investment Management
Massachusetts
$3.98M +$44.4K +223 +1%
CSPIA
487
Cary Street Partners Investment Advisory
Virginia
$3.96M +$395K +1,984 +10%
NOI
488
Newton One Investments
Delaware
$3.95M +$404K +2,028 +11%
PFG
489
PAX Financial Group
Texas
$3.93M +$481K +2,414 +13%
BF
490
Brooklyn FI
New York
$3.93M +$2.03M +10,171 +96%
LC
491
Lindbrook Capital
California
$3.91M +$555K +2,785 +16%
SWP
492
Summit Wealth Partners
Florida
$3.86M +$148K +742 +4%
PFA
493
Pathway Financial Advisors
Vermont
$3.86M -$16.1K -81 -0.4%
UBV
494
United Bank (Virginia)
Virginia
$3.85M – – –
PA
495
PFG Advisors
Arizona
$3.84M -$227K -1,137 -5%
TFS
496
Thoroughbred Financial Services
Tennessee
$3.83M +$762K +3,823 +23%
FTS
497
Fifth Third Securities
Ohio
$3.83M -$33.7K -169 -0.8%
RIM
498
RW Investment Management
Idaho
$3.83M +$140K +705 +4%
NYLIM
499
New York Life Investment Management
New York
$3.81M +$3.68M +18,461 +1,098%
SPC
500
Sigma Planning Corp
Michigan
$3.8M -$134K -671 -3%
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