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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
576
Kingsview Wealth Management
Oregon
$6.37M +$1.04M +3,622 +21%
IFA
577
Index Fund Advisors
California
$6.34M +$5.73K +20 +0.1%
CCM
578
Condor Capital Management
New Jersey
$6.33M +$5.73K +20 +0.1%
JFG
579
JMG Financial Group
Illinois
$6.27M +$92K +321 +2%
PNFS
580
PW Nova Financial Services
Pennsylvania
$6.25M -$20.6K -72 -0.3%
MWM
581
Meridian Wealth Management
Kentucky
$6.25M -$71.1K -248 -1%
CWM
582
Cornerstone Wealth Management
Missouri
$6.25M +$55K +192 +0.9%
SHF
583
Stage Harbor Financial
Massachusetts
$6.24M -$2.29K -8 -0%
KW
584
Keyvantage Wealth
Pennsylvania
$6.24M +$126K +441 +2%
RFA
585
RTD Financial Advisors
Pennsylvania
$6.23M -$465K -1,623 -7%
BWP
586
Bernardo Wealth Planning
Pennsylvania
$6.2M +$121K +422 +2%
RWM
587
Rialto Wealth Management
New York
$6.19M -$846K -2,952 -13%
FHC
588
First Heartland Consultants
Missouri
$6.17M -$118K -410 -2%
KFA
589
Kelleher Financial Advisors
New York
$6.17M +$2.72M +9,495 +87%
BFS
590
BridgePort Financial Solutions
Iowa
$6.14M +$499K +1,742 +9%
TT
591
TI-Trust
Illinois
$6.12M +$62.8K +219 +1%
FI
592
Financial Insights
Washington
$6.12M -$268K -934 -4%
TF
593
Thayer Financial
North Carolina
$6.1M +$146K +511 +3%
DIA
594
Davidson Investment Advisors
Montana
$6.09M -$231K -805 -4%
MCWS
595
McKinley Carter Wealth Services
West Virginia
$6.08M -$146K -510 -2%
RWM
596
Ritholtz Wealth Management
New York
$6.07M -$968K -3,378 -14%
IFG
597
Independent Financial Group
California
$6.01M +$323K +1,127 +6%
BWG
598
Balanced Wealth Group
Ohio
$5.95M -$149K -521 -3%
ASN
599
Advisory Services Network
Georgia
$5.94M -$42.4K -148 -0.7%
WGS
600
Washington Growth Strategies
District of Columbia
$5.94M – – –
22 23
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