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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
CWMU
501
Caliber Wealth Management (Utah)
Utah
$3.64M +$761K +3,617 +27%
MA
502
MAS Advisors
Florida
$3.64M +$182K +863 +5%
RFP
503
Roth Financial Partners
Texas
$3.61M -$154K -730 -4%
GIA
504
Gladstone Institutional Advisory
Florida
$3.61M +$930K +4,419 +35%
RIG
505
Ramiah Investment Group
Wisconsin
$3.6M +$363K +1,726 +11%
TWM
506
Thrive Wealth Management
Pennsylvania
$3.58M +$1.68M +8,001 +90%
OGF
507
Orin Green Financial
California
$3.54M +$20K +95 +0.6%
GA
508
GoalVest Advisory
New York
$3.53M +$3.5M +16,628 New
SOS
509
Silver Oak Securities
Tennessee
$3.52M +$3.59M +17,073 New
BWA
510
BDO Wealth Advisors
Florida
$3.51M +$160K +759 +5%
CA
511
Continuum Advisory
Idaho
$3.5M +$582K +2,765 +18%
GG
512
Gleason Group
Kentucky
$3.48M +$218K +1,036 +7%
MA
513
Mosaic Advisors
Texas
$3.46M -$4.95M -23,518 -59%
BFA
514
Bragg Financial Advisors
North Carolina
$3.43M +$239K +1,137 +8%
GWA
515
Gibson Wealth Advisors
Texas
$3.43M -$58.7K -279 -2%
FCI
516
Financial Counselors Inc
Kansas
$3.43M -$454K -2,158 -12%
WPC
517
Wedmont Private Capital
Pennsylvania
$3.42M +$696K +3,304 +26%
WFA
518
Wellspring Financial Advisors
Ohio
$3.41M -$749K -3,560 -18%
WJWM
519
Williams Jones Wealth Management
New York
$3.38M -$12.2K -58 -0.4%
MHIC
520
Marble Harbor Investment Counsel
Massachusetts
$3.36M -$211 -1 -0%
LFAS
521
Level Four Advisory Services
Texas
$3.34M +$420K +1,994 +15%
KCM
522
Kennicott Capital Management
California
$3.34M +$3.79K +18 +0.1%
MWM
523
Mascoma Wealth Management
New Hampshire
$3.34M -$327K -1,555 -9%
SWA
524
SOA Wealth Advisors
New York
$3.33M -$23.6K -112 -0.7%
HAC
525
Harbor Advisory Corp
New Hampshire
$3.31M +$43.4K +206 +1%
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