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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
726
Outlook Wealth Advisors
Texas
$1.3M +$382K +1,815 +43%
CF
727
Centaurus Financial
California
$1.29M +$57.9K +275 +5%
PG
728
Proffitt & Goodson
Tennessee
$1.28M +$13.7K +65 +1%
TCPWM
729
Traverso Chambers Private Wealth Management
California
$1.28M – – –
CA
730
Claro Advisors
Massachusetts
$1.28M +$246K +1,166 +24%
TFCP
731
Twin Focus Capital Partners
Massachusetts
$1.28M – – –
LSAG
732
Lake Street Advisors Group
New Hampshire
$1.27M – – –
IBOK
733
Independence Bank of Kentucky
Kentucky
$1.27M +$61.1K +290 +5%
NFG
734
Nations Financial Group
Iowa
$1.27M +$24.4K +116 +2%
FI
735
Financial Insights
Washington
$1.27M +$106K +504 +9%
AC
736
Avestar Capital
New York
$1.26M +$378K +1,793 +47%
FA
737
Fermata Advisors
California
$1.25M +$1.23M +5,845 New
KTA
738
Keeley-Teton Advisors
Illinois
$1.25M -$123K -582 -9%
AWA
739
Alta Wealth Advisors
Massachusetts
$1.25M +$63.4K +301 +5%
TA
740
Tiedemann Advisors
New York
$1.25M +$475K +2,254 +63%
BFG
741
Barber Financial Group
Kansas
$1.25M -$257K -1,218 -17%
RWG
742
Regal Wealth Group
California
$1.24M -$16.4K -78 -1%
GIM
743
Goelzer Investment Management
Indiana
$1.24M -$8.22K -39 -0.7%
GC
744
Gibson Capital
Pennsylvania
$1.23M – – –
PFS
745
Prospera Financial Services
Texas
$1.23M -$11K -52 -0.9%
CWM
746
Circle Wealth Management
New Jersey
$1.23M – – –
BFG
747
Berger Financial Group
Minnesota
$1.23M +$88.1K +418 +8%
MWM
748
Meridian Wealth Management
Kentucky
$1.23M +$15.8K +75 +1%
AWM
749
Avior Wealth Management
Nebraska
$1.22M +$73.3K +348 +6%
CSIC
750
Clifford Swan Investment Counsel
California
$1.22M – – –
28 29
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