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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
IFG
651
Independent Financial Group
California
$3.5M +$81.3K +358 +2%
GJIA
652
Glass Jacobson Investment Advisors
Maryland
$3.5M +$20.2K +89 +0.6%
CCA
653
Checchi Capital Advisers
California
$3.49M -$26.4K -116 -0.8%
LA
654
Lane & Associates
New Jersey
$3.47M -$625K -2,750 -16%
PBF
655
Petix & Botte Financial
California
$3.45M -$19.3K -85 -0.6%
TMWM
656
Taylor & Morgan Wealth Management
Michigan
$3.43M -$22K -97 -0.7%
GWM
657
Greenwich Wealth Management
Connecticut
$3.42M +$68.2K +300 +2%
MOS
658
MGO One Seven
Ohio
$3.41M +$83.4K +367 +3%
VBFP
659
Valtinson Bruner Financial Planning
Minnesota
$3.39M +$248K +1,092 +8%
ADL
660
Asset Dedication LLC
California
$3.39M -$1.24M -5,461 -28%
DWM
661
Dakota Wealth Management
Florida
$3.38M +$64.5K +284 +2%
GPWA
662
Great Point Wealth Advisors
Massachusetts
$3.37M – – –
ODIJL
663
One Day In July LLC
Vermont
$3.36M +$19.1K +84 +0.6%
BBWP
664
Beacon Bridge Wealth Partners
Pennsylvania
$3.35M +$50.7K +223 +2%
SFA
665
Sequoia Financial Advisors
Ohio
$3.34M +$487K +2,144 +18%
MF
666
Meridian Financial
Massachusetts
$3.34M +$28.4K +125 +0.9%
OCM
667
Objective Capital Management
Ohio
$3.34M +$3.2M +14,077 New
PFPT
668
Pinnacle Financial Partners (Tennessee)
Tennessee
$3.32M -$157K -690 -5%
ONSWM
669
Old North State Wealth Management
North Carolina
$3.31M -$14.5K -64 -0.5%
WWC
670
Waypoint Wealth Counsel
Georgia
$3.31M -$54.3K -239 -2%
AHC
671
Anderson Hoagland & Co
Missouri
$3.31M -$185K -813 -5%
KSWA
672
Kathleen S. Wright Associates
Pennsylvania
$3.31M +$340K +1,496 +12%
SB
673
Strategic Blueprint
Georgia
$3.3M +$109K +480 +4%
KWM
674
Kingsview Wealth Management
Oregon
$3.3M +$167K +735 +6%
PIWA
675
Prevail Innovative Wealth Advisors
Kansas
$3.28M +$3.14M +13,834 New
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