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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
726
Carroll Financial Associates
North Carolina
$478K +$1.43K +9 +0.3%
MWA
727
Moser Wealth Advisors
Washington
$478K +$460K +2,885 New
SFI
728
SPC Financial Inc
Maryland
$476K +$458K +2,875 New
NEGWA
729
New England Guild Wealth Advisors
Connecticut
$475K -$163K -1,024 -26%
SXL
730
Summit X LLC
Missouri
$473K – – –
PA
731
PFG Advisors
Arizona
$473K +$62.6K +393 +16%
1SB
732
1ST Source Bank
Indiana
$469K – – –
SBH
733
Segall Bryant & Hamill
Illinois
$469K – – –
CAMG
734
CWA Asset Management Group
Florida
$461K -$38.7K -243 -8%
MPW
735
MA Private Wealth
California
$460K -$1.37M -8,593 -76%
KWM
736
Kingsview Wealth Management
Oregon
$460K -$33.9K -213 -7%
LC
737
Lindbrook Capital
California
$460K – – –
OC
738
Oarsman Capital
Wisconsin
$459K -$7.96K -50 -2%
KBFS
739
Kohmann Bosshard Financial Services
Ohio
$459K +$26.8K +168 +6%
G
740
Gainplan
Michigan
$456K +$438K +2,752 New
BCA
741
Bay Colony Advisors
Massachusetts
$455K +$54.2K +340 +14%
FCA
742
FinTrust Capital Advisors
South Carolina
$454K – – –
FHA
743
First Horizon Advisors
Tennessee
$452K -$9.24K -58 -2%
ECM
744
EagleClaw Capital Management
Massachusetts
$451K – – –
IBOK
745
Independence Bank of Kentucky
Kentucky
$450K +$62.1K +390 +17%
CAM
746
Carret Asset Management
New York
$447K – – –
TL
747
TrueWealth LLC
Georgia
$447K +$96.5K +606 +29%
TAIM
748
TD Ameritrade Investment Management
Nebraska
$444K -$301K -1,887 -41%
RVPG
749
Relative Value Partners Group
$443K +$2.23K +14 +0.5%
TNB
750
Thomasville National Bank
Georgia
$440K – – –
28 29
30
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