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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
751
Barrett & Company
Rhode Island
$2.77M +$198K +830 +7%
AA
752
Alesco Advisors
New York
$2.76M +$7.4K +31 +0.2%
IWM
753
IHT Wealth Management
Illinois
$2.75M +$365K +1,529 +14%
MGWA
754
Monument Group Wealth Advisors
Massachusetts
$2.74M +$225K +944 +8%
TA
755
TFB Advisors
Kansas
$2.73M +$460K +1,928 +19%
PWMA
756
Pension & Wealth Management Advisors
Massachusetts
$2.73M +$867K +3,632 +42%
CFG
757
Carr Financial Group
Massachusetts
$2.72M -$568K -2,377 -16%
WF
758
Welch & Forbes
Massachusetts
$2.71M -$157K -658 -5%
OGF
759
Orin Green Financial
California
$2.71M +$3.2M +13,408 New
SWA
760
SOA Wealth Advisors
New York
$2.71M -$27.2K -114 -0.9%
GWA
761
Gibson Wealth Advisors
Texas
$2.71M +$20.5K +86 +0.7%
LC
762
Lindbrook Capital
California
$2.71M -$467K -1,957 -14%
BJL
763
Brighton Jones LLC
Washington
$2.69M +$39.4K +165 +1%
R
764
Rebalance
California
$2.69M +$6.45K +27 +0.2%
IRAG
765
Investment Research & Advisory Group
Georgia
$2.68M +$59.9K +251 +2%
CFS
766
Coordinated Financial Services
Colorado
$2.68M +$64K +268 +2%
CWA
767
Canvas Wealth Advisors
Kansas
$2.67M +$2.38M +9,957 +342%
TIM
768
Tortoise Investment Management
New York
$2.64M +$29.6K +124 +1%
OWA
769
Octavia Wealth Advisors
Ohio
$2.64M -$71.2K -298 -2%
MHIC
770
Marble Harbor Investment Counsel
Massachusetts
$2.64M -$47.8K -200 -2%
KFA
771
Kelleher Financial Advisors
New York
$2.62M +$16.7K +70 +0.6%
PF
772
Parker Financial
Washington
$2.62M -$289K -1,209 -9%
VBFP
773
Valtinson Bruner Financial Planning
Minnesota
$2.61M -$569K -2,383 -17%
BC
774
Brio Consultants
California
$2.6M +$238K +997 +9%
IAG
775
Investment Advisory Group
Massachusetts
$2.59M +$207K +865 +8%
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