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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
CSPIA
601
Cary Street Partners Investment Advisory
Virginia
$949K +$207K +1,539 +31%
OFG
602
Oxford Financial Group
Indiana
$944K -$150K -1,115 -15%
KPWG
603
KFA Private Wealth Group
Virginia
$941K +$425K +3,165 +96%
CBFP
604
Cedar Brook Financial Partners
Ohio
$936K -$264K -1,966 -23%
WTB
605
Washington Trust Bank
Washington
$931K – – –
CCP
606
Clarkston Capital Partners
Michigan
$930K +$22.7K +169 +3%
VFP
607
Verus Financial Partners
Virginia
$927K +$59.4K +442 +7%
BAM
608
Belpointe Asset Management
Nevada
$925K +$20.7K +154 +2%
AIC
609
Ameritas Investment Company
Nebraska
$922K -$451K -3,361 -35%
LPIC
610
LeJeune Puetz Investment Counsel
Michigan
$919K -$6.71K -50 -0.8%
RWG
611
Regal Wealth Group
California
$919K – – –
CCM
612
Covington Capital Management
California
$918K – – –
WAP
613
Wealthcare Advisory Partners
Pennsylvania
$915K -$76.4K -569 -8%
EPP
614
ETF Portfolio Partners
Kansas
$914K +$842K +6,270 New
AFP
615
Ausdal Financial Partners
Iowa
$913K -$38.4K -286 -4%
PTC
616
Private Trust Company
Ohio
$912K -$39.3K -293 -4%
RW
617
REDW Wealth
New Mexico
$911K -$125K -931 -13%
SCA
618
Stillwater Capital Advisors
Pennsylvania
$908K +$474K +3,530 +131%
BS
619
Boenning & Scattergood
Pennsylvania
$896K +$407K +3,030 +97%
PSF
620
Pacific Sun Financial
California
$894K +$4.03K +30 +0.5%
PCM
621
Parsons Capital Management
Rhode Island
$890K -$43.6K -325 -5%
ACM
622
Alpha Capital Management
Texas
$888K -$639K -4,762 -44%
TFCP
623
Twin Focus Capital Partners
Massachusetts
$884K +$376K +2,800 +86%
WP
624
WealthSource Partners
California
$881K -$143K -1,067 -15%
LSAG
625
Lake Street Advisors Group
New Hampshire
$879K -$13.6K -101 -2%
23 24
25
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