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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
TPA
801
Trivium Point Advisory
Connecticut
$774K +$119K +676 +22%
TA
802
TFG Advisers
Michigan
$773K +$59.6K +338 +9%
CWMU
803
Caliber Wealth Management (Utah)
Utah
$773K +$701K +3,971 New
SWM
804
Southern Wealth Management
Texas
$771K +$4.76K +27 +0.7%
FFN
805
Focus Financial Network
Minnesota
$765K +$292K +1,654 +73%
SAM
806
Secure Asset Management
Michigan
$764K +$13.2K +75 +2%
ACS
807
Archford Capital Strategies
Illinois
$763K +$72.2K +409 +12%
KF
808
Krilogy Financial
Missouri
$757K -$132K -746 -16%
ZCM
809
Ziegler Capital Management
Illinois
$757K – – –
AFG
810
Allegheny Financial Group
Pennsylvania
$753K +$683K +3,870 New
CI
811
Chartist Inc
California
$752K -$3.88K -22 -0.6%
UBV
812
United Bank (Virginia)
Virginia
$751K – – –
WF
813
Welch & Forbes
Massachusetts
$751K – – –
CPSAC
814
Chas P. Smith & Associates (CPS)
Florida
$750K – – –
JCM
815
Jag Capital Management
Missouri
$748K -$320K -1,813 -32%
BFA
816
Beacon Financial Advisory
Ohio
$743K +$396K +2,245 +143%
AC
817
Avestar Capital
New York
$740K -$2.82K -16 -0.4%
EFG
818
Everhart Financial Group
Ohio
$736K +$668K +3,784 New
SEP
819
Southland Equity Partners
Missouri
$736K +$667K +3,779 New
ASW
820
Astoria Strategic Wealth
Texas
$730K -$21.7K -123 -3%
SWPG
821
Strategic Wealth Partners Group
Illinois
$728K -$37.2K -211 -5%
LNWWM
822
Laird Norton Wetherby Wealth Management
California
$724K +$393K +2,225 +149%
IRAG
823
Investment Research & Advisory Group
Georgia
$721K +$54.3K +308 +9%
CCA
824
Cobblestone Capital Advisors
New York
$715K -$156K -885 -19%
BWA
825
Beam Wealth Advisors
Louisiana
$711K +$29.6K +168 +5%
31 32
33
34 35