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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
BBWP
476
Beacon Bridge Wealth Partners
Pennsylvania
$4.08M +$2.43M +12,209 +130%
HL
477
HeadInvest LLC
Maine
$4.08M +$3.98K +20 +0.1%
MWA
478
Martel Wealth Advisors
Washington
$4.07M -$14.5K -73 -0.3%
CAC
479
Certified Advisory Corp
Florida
$4.07M +$444K +2,228 +9%
IFA
480
Index Fund Advisors
California
$4.06M -$146K -734 -3%
FCI
481
Financial Counselors Inc
Kansas
$4.05M -$44.2K -222 -1%
PWA
482
Peterson Wealth Advisors
Utah
$4.04M +$236K +1,184 +6%
OCM
483
One Capital Management
California
$4.02M -$50.2K -252 -1%
WCM
484
Washburn Capital Management
Florida
$4.02M +$126K +632 +3%
WLIM
485
White Lighthouse Investment Management
Massachusetts
$3.98M +$44.4K +223 +1%
CSPIA
486
Cary Street Partners Investment Advisory
Virginia
$3.96M +$395K +1,984 +10%
NOI
487
Newton One Investments
Delaware
$3.95M +$404K +2,028 +11%
PFG
488
PAX Financial Group
Texas
$3.93M +$481K +2,414 +13%
BF
489
Brooklyn FI
New York
$3.93M +$2.03M +10,171 +96%
LC
490
Lindbrook Capital
California
$3.91M +$555K +2,785 +16%
SWP
491
Summit Wealth Partners
Florida
$3.86M +$148K +742 +4%
PFA
492
Pathway Financial Advisors
Vermont
$3.86M -$16.1K -81 -0.4%
UBV
493
United Bank (Virginia)
Virginia
$3.85M – – –
PA
494
PFG Advisors
Arizona
$3.84M -$227K -1,137 -5%
TFS
495
Thoroughbred Financial Services
Tennessee
$3.83M +$762K +3,823 +23%
FTS
496
Fifth Third Securities
Ohio
$3.83M -$33.7K -169 -0.8%
RIM
497
RW Investment Management
Idaho
$3.83M +$140K +705 +4%
NYLIM
498
New York Life Investment Management
New York
$3.81M +$3.68M +18,461 +1,098%
SPC
499
Sigma Planning Corp
Michigan
$3.8M -$134K -671 -3%
SQA
500
Simon Quick Advisors
New Jersey
$3.79M +$613K +3,078 +18%
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