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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
TWA
626
TCI Wealth Advisors
Arizona
$878K -$224K -1,669 -22%
FI
627
Financial Insights
Washington
$878K -$112K -832 -9%
GIM
628
Goelzer Investment Management
Indiana
$877K -$437K -3,251 -35%
CF
629
Centaurus Financial
California
$870K -$42.2K -314 -5%
TFS
630
Thoroughbred Financial Services
Tennessee
$865K -$67.7K -504 -8%
SC
631
SouthState Corp
Florida
$862K +$31.8K +237 +4%
CA
632
Capital Advantage
California
$854K -$5.24K -39 -0.7%
FUBT
633
First United Bank & Trust
Maryland
$854K +$1.48K +11 +0.2%
SFWC
634
Strategic Family Wealth Counselors
New Jersey
$851K +$189K +1,410 +32%
DI
635
DFPG Investments
Utah
$850K -$7.65K -57 -1%
MA
636
Mutual Advisors
Nebraska
$845K +$354K +2,640 +84%
KIA
637
KCM Investment Advisors
California
$840K -$174K -1,299 -18%
GC
638
Gibson Capital
Pennsylvania
$840K – – –
EFS
639
Essex Financial Services
Connecticut
$836K -$806 -6 -0.1%
CWM
640
Circle Wealth Management
New Jersey
$835K – – –
PFS
641
Prospera Financial Services
Texas
$829K +$19.2K +143 +3%
WS
642
Wedbush Securities
California
$823K +$25.2K +188 +3%
MWM
643
Meridian Wealth Management
Kentucky
$822K -$29.5K -220 -4%
GSWM
644
Golden State Wealth Management
California
$816K +$468K +3,488 +160%
DSA
645
Droms Strauss Advisors
Missouri
$807K -$323K -2,402 -30%
IWM
646
IHT Wealth Management
Illinois
$806K -$287K -2,134 -28%
CCMD
647
Cypress Capital Management (Delaware)
Delaware
$804K – – –
AT
648
Arden Trust
Delaware
$803K – – –
TFF
649
The Family Firm
Maryland
$802K +$390K +2,901 +112%
NFG
650
Nations Financial Group
Iowa
$801K +$98.8K +736 +15%
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