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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
651
Sepio Capital
Utah
$3.5M -$15.7K -69 -0.5%
IFG
652
Independent Financial Group
California
$3.5M +$81.3K +358 +2%
GJIA
653
Glass Jacobson Investment Advisors
Maryland
$3.5M +$20.2K +89 +0.6%
CCA
654
Checchi Capital Advisers
California
$3.49M -$26.4K -116 -0.8%
LA
655
Lane & Associates
New Jersey
$3.47M -$625K -2,750 -16%
PBF
656
Petix & Botte Financial
California
$3.45M -$19.3K -85 -0.6%
TMWM
657
Taylor & Morgan Wealth Management
Michigan
$3.43M -$22K -97 -0.7%
GWM
658
Greenwich Wealth Management
Connecticut
$3.42M +$68.2K +300 +2%
MOS
659
MGO One Seven
Ohio
$3.41M +$83.4K +367 +3%
VBFP
660
Valtinson Bruner Financial Planning
Minnesota
$3.39M +$248K +1,092 +8%
ADL
661
Asset Dedication LLC
California
$3.39M -$1.24M -5,461 -28%
DWM
662
Dakota Wealth Management
Florida
$3.38M +$64.5K +284 +2%
GPWA
663
Great Point Wealth Advisors
Massachusetts
$3.37M – – –
ODIJL
664
One Day In July LLC
Vermont
$3.36M +$19.1K +84 +0.6%
BBWP
665
Beacon Bridge Wealth Partners
Pennsylvania
$3.35M +$50.7K +223 +2%
SFA
666
Sequoia Financial Advisors
Ohio
$3.34M +$487K +2,144 +18%
MF
667
Meridian Financial
Massachusetts
$3.34M +$28.4K +125 +0.9%
OCM
668
Objective Capital Management
Ohio
$3.34M +$3.2M +14,077 New
PFPT
669
Pinnacle Financial Partners (Tennessee)
Tennessee
$3.32M -$157K -690 -5%
ONSWM
670
Old North State Wealth Management
North Carolina
$3.31M -$14.5K -64 -0.5%
WWC
671
Waypoint Wealth Counsel
Georgia
$3.31M -$54.3K -239 -2%
AHC
672
Anderson Hoagland & Co
Missouri
$3.31M -$185K -813 -5%
KSWA
673
Kathleen S. Wright Associates
Pennsylvania
$3.31M +$340K +1,496 +12%
SB
674
Strategic Blueprint
Georgia
$3.3M +$109K +480 +4%
KWM
675
Kingsview Wealth Management
Oregon
$3.3M +$167K +735 +6%
25 26
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