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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
576
SOA Wealth Advisors
New York
$2.69M -$3.34K -18 -0.1%
TMWM
577
Taylor & Morgan Wealth Management
Michigan
$2.69M -$28.4K -153 -1%
CIAS
578
CBIZ Investment Advisory Services
Ohio
$2.68M +$2.71M +14,628 New
KFGK
579
Keystone Financial Group (Kentucky)
Kentucky
$2.67M +$13K +70 +0.5%
BKA
580
Brick & Kyle Associates
Pennsylvania
$2.65M -$28.9K -156 -1%
CA
581
Claro Advisors
Massachusetts
$2.65M +$711K +3,837 +36%
RFP
582
Roth Financial Partners
Texas
$2.64M – – –
ONSWM
583
Old North State Wealth Management
North Carolina
$2.64M +$14.1K +76 +0.5%
BWA
584
BDO Wealth Advisors
Florida
$2.64M -$135K -729 -5%
BFA
585
Bragg Financial Advisors
North Carolina
$2.63M -$45.8K -247 -2%
ACA
586
Affinity Capital Advisors
California
$2.62M +$78.8K +425 +3%
PFM
587
Phillips Financial Management
Indiana
$2.62M -$58K -313 -2%
SMC
588
Smith, Moore & Co
Missouri
$2.61M +$91.6K +494 +4%
CWMGP
589
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$2.61M -$93.6K -505 -3%
BIM
590
Bridges Investment Management
Nebraska
$2.61M – – –
GPWA
591
Great Point Wealth Advisors
Massachusetts
$2.6M – – –
RC
592
Roundview Capital
New Jersey
$2.58M +$113K +610 +5%
WJWM
593
Williams Jones Wealth Management
New York
$2.58M -$347K -1,870 -12%
MF
594
Meridian Financial
Massachusetts
$2.58M +$14.6K +79 +0.6%
MFGM
595
Marshall Financial Group (Maryland)
Maryland
$2.57M -$113K -611 -4%
BBWP
596
Beacon Bridge Wealth Partners
Pennsylvania
$2.57M +$2.59M +13,990 New
FRA
597
Frank Rimerman Advisors
California
$2.57M +$573K +3,089 +28%
DWT
598
Dorsey & Whitney Trust
South Dakota
$2.57M +$161K +867 +7%
PWP
599
Principle Wealth Partners
Connecticut
$2.55M -$304K -1,639 -11%
CWC
600
Carolinas Wealth Consulting
North Carolina
$2.55M -$21.3K -115 -0.8%
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