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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
CF
726
Centaurus Financial
California
$1.29M +$57.9K +275 +5%
PG
727
Proffitt & Goodson
Tennessee
$1.28M +$13.7K +65 +1%
TCPWM
728
Traverso Chambers Private Wealth Management
California
$1.28M – – –
CA
729
Claro Advisors
Massachusetts
$1.28M +$246K +1,166 +24%
TFCP
730
Twin Focus Capital Partners
Massachusetts
$1.28M – – –
LSAG
731
Lake Street Advisors Group
New Hampshire
$1.27M – – –
IBOK
732
Independence Bank of Kentucky
Kentucky
$1.27M +$61.1K +290 +5%
NFG
733
Nations Financial Group
Iowa
$1.27M +$24.4K +116 +2%
FI
734
Financial Insights
Washington
$1.27M +$106K +504 +9%
AC
735
Avestar Capital
New York
$1.26M +$378K +1,793 +47%
FA
736
Fermata Advisors
California
$1.25M +$1.23M +5,845 New
KTA
737
Keeley-Teton Advisors
Illinois
$1.25M -$123K -582 -9%
AWA
738
Alta Wealth Advisors
Massachusetts
$1.25M +$63.4K +301 +5%
TA
739
Tiedemann Advisors
New York
$1.25M +$475K +2,254 +63%
BFG
740
Barber Financial Group
Kansas
$1.25M -$257K -1,218 -17%
RWG
741
Regal Wealth Group
California
$1.24M -$16.4K -78 -1%
GIM
742
Goelzer Investment Management
Indiana
$1.24M -$8.22K -39 -0.7%
GC
743
Gibson Capital
Pennsylvania
$1.23M – – –
PFS
744
Prospera Financial Services
Texas
$1.23M -$11K -52 -0.9%
CWM
745
Circle Wealth Management
New Jersey
$1.23M – – –
BFG
746
Berger Financial Group
Minnesota
$1.23M +$88.1K +418 +8%
MWM
747
Meridian Wealth Management
Kentucky
$1.23M +$15.8K +75 +1%
AWM
748
Avior Wealth Management
Nebraska
$1.22M +$73.3K +348 +6%
CSIC
749
Clifford Swan Investment Counsel
California
$1.22M – – –
RW
750
REDW Wealth
New Mexico
$1.19M -$66.4K -315 -5%
28 29
30
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