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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
701
Valeo Financial Advisors
Indiana
$3.08M -$174K -764 -6%
IRAG
702
Investment Research & Advisory Group
Georgia
$3.08M -$33.9K -149 -1%
PFM
703
Phillips Financial Management
Indiana
$3.08M +$31.8K +140 +1%
WGC
704
Watts Gwilliam & Co
Arizona
$3.07M +$2.97M +13,068 New
ECA
705
Elevated Capital Advisors
Utah
$3.06M -$57.3K -252 -2%
IA
706
IFP Advisors
Florida
$3.06M -$80.2K -353 -3%
WF
707
Welch & Forbes
Massachusetts
$3.06M +$54.5K +240 +2%
WFA
708
Wade Financial Advisory
California
$3.06M -$29.3K -129 -1%
VP
709
Verum Partners
North Carolina
$3.04M -$12.3K -54 -0.4%
BAMG
710
Brand Asset Management Group
Missouri
$3M -$24.3K -107 -0.8%
AF
711
Advisornet Financial
Minnesota
$2.99M +$676K +2,977 +31%
WFA
712
Wells Financial Advisors
Massachusetts
$2.98M -$2.97M -13,053 -51%
EDRH
713
Edmond de Rothschild Holding
Switzerland
$2.97M – – –
SWA
714
SOA Wealth Advisors
New York
$2.95M -$113K -498 -4%
WB
715
WesBanco Bank
West Virginia
$2.95M +$44.3K +195 +2%
FFA
716
Farther Finance Advisors
California
$2.95M +$1.48M +6,498 +110%
CAM
717
Columbia Asset Management
Michigan
$2.95M +$60K +264 +2%
LSAG
718
Lake Street Advisors Group
New Hampshire
$2.95M -$119K -522 -4%
AA
719
Alesco Advisors
New York
$2.94M -$5.68K -25 -0.2%
WCA
720
Westover Capital Advisors
Delaware
$2.93M +$1.28M +5,632 +84%
GPW
721
Gentry Private Wealth
Kansas
$2.91M -$4.54K -20 -0.2%
FCP
722
Fidelis Capital Partners
Florida
$2.89M +$139K +613 +5%
PCM
723
Parsons Capital Management
Rhode Island
$2.89M +$356K +1,568 +15%
SMC
724
Smith, Moore & Co
Missouri
$2.89M +$46.6K +205 +2%
RFG
725
REAP Financial Group
Texas
$2.89M -$19.1K -84 -0.7%
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