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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
701
PFG Advisors
Arizona
$3.16M -$1.18M -4,962 -26%
GPWA
702
Great Point Wealth Advisors
Massachusetts
$3.16M – – –
ODIJL
703
One Day In July LLC
Vermont
$3.15M +$53.5K +224 +2%
TPA
704
Trivium Point Advisory
Connecticut
$3.15M +$1.01M +4,225 +42%
DWM
705
Dakota Wealth Management
Florida
$3.15M +$47K +197 +1%
FTUS
706
Flow Traders U.S.
New York
$3.11M +$1.7M +7,116 +103%
TMWM
707
Taylor & Morgan Wealth Management
Michigan
$3.1M -$98.4K -412 -3%
MDA
708
Minot DeBlois Advisors
Massachusetts
$3.09M +$12.4K +52 +0.4%
AI
709
Accredited Investors
Minnesota
$3.09M +$105K +439 +3%
WFA
710
West Financial Advisors
Iowa
$3.09M +$53K +222 +2%
MF
711
Meridian Financial
Massachusetts
$3.09M -$28.4K -119 -0.8%
MWP
712
MYCIO Wealth Partners
Pennsylvania
$3.08M +$6.69K +28 +0.2%
GWM
713
Geneos Wealth Management
Colorado
$3.07M +$773K +3,238 +30%
HCMT
714
Highland Capital Management (Tennessee)
Tennessee
$3.04M +$16K +67 +0.5%
RWM
715
Refined Wealth Management
Utah
$3.04M +$1.8M +7,536 +122%
FFO
716
Fiduciary Family Office
Florida
$3.04M +$3.27M +13,709 New
PCMU
717
Paragon Capital Management (Utah)
Utah
$3.04M -$130K -544 -4%
LA
718
Lane & Associates
New Jersey
$3.03M -$79.3K -332 -2%
PIAS
719
PCA Investment Advisory Services
Ohio
$3.03M +$154K +643 +5%
FLPIM
720
F.L. Putnam Investment Management
Massachusetts
$3.03M -$864K -3,618 -21%
RFP
721
Roth Financial Partners
Texas
$3.02M -$4.78K -20 -0.1%
ONSWM
722
Old North State Wealth Management
North Carolina
$3.02M -$56.6K -237 -2%
GC
723
Grange Capital
Oregon
$3.01M -$129K -541 -4%
AO
724
Advisor OS
Illinois
$3M +$209K +876 +7%
RIA
725
Regal Investment Advisors
Michigan
$2.99M -$483K -2,023 -13%
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