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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
CBFP
501
Cedar Brook Financial Partners
Ohio
$5.1M +$837K +3,893 +21%
GWM
502
Greenhouse Wealth Management
Connecticut
$5.08M -$37K -172 -0.8%
SFG
503
Sovereign Financial Group
Connecticut
$5.07M +$242K +1,127 +5%
PRI
504
Prepared Retirement Institute
Pennsylvania
$5.06M -$615K -2,859 -11%
CFO
505
Colony Family Offices
North Carolina
$5.06M +$546K +2,538 +13%
PI
506
PFG Investments
New York
$5.04M +$3.45M +16,035 +267%
CW
507
Connectus Wealth
Ohio
$5.03M +$17.4K +81 +0.4%
EFS
508
Essex Financial Services
Connecticut
$5.01M +$41.5K +193 +0.9%
ACP
509
Aveo Capital Partners
Colorado
$5M +$619K +2,877 +14%
LWM
510
LongView Wealth Management
Georgia
$4.97M -$224K -1,043 -5%
BCM
511
BluePointe Capital Management
California
$4.97M +$719K +3,343 +18%
CA
512
Continuum Advisory
Idaho
$4.97M +$53.1K +247 +1%
RIG
513
Ramiah Investment Group
Wisconsin
$4.94M +$277K +1,286 +6%
IFA
514
Index Fund Advisors
California
$4.93M +$5.38K +25 +0.1%
SWM
515
Soundmark Wealth Management
Washington
$4.93M +$701K +3,257 +18%
OCM
516
One Capital Management
California
$4.93M +$63.7K +296 +1%
PFS
517
Prospera Financial Services
Texas
$4.89M -$22.4K -104 -0.5%
ASN
518
Advisory Services Network
Georgia
$4.89M +$71.2K +331 +2%
DI
519
DAGCO Inc
Ohio
$4.87M +$4.59M +21,317 New
FF
520
Financial Futures
New Jersey
$4.86M +$311K +1,448 +7%
QWM
521
Quaker Wealth Management
New Jersey
$4.85M +$4.57M +21,231 New
SHF
522
Stage Harbor Financial
Massachusetts
$4.84M -$52.9K -246 -1%
UBV
523
United Bank (Virginia)
Virginia
$4.8M +$54K +251 +1%
NOI
524
Newton One Investments
Delaware
$4.79M -$53.6K -249 -1%
FTWA
525
Fifth Third Wealth Advisors
Ohio
$4.79M +$3.79M +17,628 +529%
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