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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
CFD
801
Creative Financial Designs
Indiana
$1.19M +$270K +1,399 +26%
LPIC
802
LeJeune Puetz Investment Counsel
Michigan
$1.19M +$9.65K +50 +0.7%
WWM
803
Western Wealth Management
Colorado
$1.19M +$74K +383 +6%
PCM
804
Passive Capital Management
Maryland
$1.19M – – –
MI
805
Moneywise Inc
Virginia
$1.19M +$12K +62 +0.9%
IC
806
IEQ Capital
California
$1.18M -$263K -1,364 -17%
BWP
807
BSW Wealth Partners
Colorado
$1.16M -$51.4K -266 -4%
SNBOSCI
808
Security National Bank of Sioux City Iowa
Iowa
$1.16M +$6.37K +33 +0.5%
BWM
809
Baystate Wealth Management
Massachusetts
$1.15M +$284K +1,471 +29%
AP
810
Advisor Partners
California
$1.15M – – –
LC
811
Lindbrook Capital
California
$1.15M +$22.4K +116 +2%
MFG
812
Merit Financial Group
Georgia
$1.15M -$54.1K -280 -4%
IC
813
Inscription Capital
Texas
$1.14M +$1.25M +6,470 New
SC
814
SouthState Corp
Florida
$1.14M -$1.16K -6 -0.1%
CSPAM
815
Cary Street Partners Asset Management
Virginia
$1.13M +$30.9K +160 +3%
CIC
816
Carnegie Investment Counsel
Ohio
$1.13M -$52.3K -271 -4%
GJIC
817
Gamble Jones Investment Counsel
California
$1.12M +$348K +1,800 +39%
TWA
818
TCI Wealth Advisors
Arizona
$1.12M +$15.8K +82 +1%
SSWG
819
Seven Springs Wealth Group
Tennessee
$1.11M -$39.2K -203 -3%
SWM
820
Silverlake Wealth Management
Vermont
$1.11M +$9.65K +50 +0.8%
LPP
821
Life Planning Partners
Florida
$1.1M +$57.2K +296 +5%
PFS
822
Prospera Financial Services
Texas
$1.09M -$489K -2,534 -29%
EB
823
Eastern Bank
Massachusetts
$1.09M -$228K -1,179 -16%
PD
824
Planning Directions
Pennsylvania
$1.09M -$357K -1,848 -23%
IAG
825
Investment Advisory Group
Massachusetts
$1.08M +$130K +671 +12%
31 32
33
34 35