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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
NFP
651
Narus Financial Partners
Utah
$3.06M +$43.3K +197 +1%
ONSWM
652
Old North State Wealth Management
North Carolina
$3.06M -$120K -547 -4%
AG
653
Ascent Group
Virginia
$3.06M -$15.6K -71 -0.5%
MOS
654
MGO One Seven
Ohio
$3.05M +$87.6K +399 +3%
DWM
655
Dakota Wealth Management
Florida
$3.05M -$128K -581 -4%
LFAS
656
Level Four Advisory Services
Texas
$3.04M +$113K +516 +4%
MF
657
Meridian Financial
Massachusetts
$3.04M -$22K -100 -0.7%
BBWP
658
Beacon Bridge Wealth Partners
Pennsylvania
$3.03M -$249K -1,135 -8%
MWP
659
MYCIO Wealth Partners
Pennsylvania
$3M -$435K -1,981 -13%
VFA
660
Valeo Financial Advisors
Indiana
$3M +$1.06M +4,826 +54%
IC
661
IEQ Capital
California
$3M -$136K -618 -4%
RFP
662
Roth Financial Partners
Texas
$3M -$25.5K -116 -0.8%
KCM
663
Kennicott Capital Management
California
$2.99M -$3.29K -15 -0.1%
BFA
664
Bragg Financial Advisors
North Carolina
$2.97M +$4.17K +19 +0.1%
WFA
665
West Financial Advisors
Iowa
$2.97M +$5.27K +24 +0.2%
WB
666
West Bancorporation
Iowa
$2.96M +$336K +1,531 +13%
GCA
667
Gradient Capital Advisors
California
$2.96M -$255K -1,159 -8%
SG
668
StoneX Group
New York
$2.95M -$253K -1,154 -8%
HCMT
669
Highland Capital Management (Tennessee)
Tennessee
$2.95M -$22.2K -101 -0.7%
GPI
670
General Partner Inc
Pennsylvania
$2.94M – – –
FRA
671
Frank Rimerman Advisors
California
$2.94M -$52.5K -239 -2%
AI
672
Accredited Investors
Minnesota
$2.93M -$5.27K -24 -0.2%
HT
673
Heritage Trust
Oklahoma
$2.93M -$42.8K -195 -1%
SB
674
Strategic Blueprint
Georgia
$2.93M -$183K -834 -6%
GLA
675
Great Lakes Advisors
Illinois
$2.93M – – –
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