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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
LPIC
801
LeJeune Puetz Investment Counsel
Michigan
$1.19M +$9.65K +50 +0.7%
WWM
802
Western Wealth Management
Colorado
$1.19M +$74K +383 +6%
PCM
803
Passive Capital Management
Maryland
$1.19M – – –
MI
804
Moneywise Inc
Virginia
$1.19M +$12K +62 +0.9%
IC
805
IEQ Capital
California
$1.18M -$263K -1,364 -17%
BWP
806
BSW Wealth Partners
Colorado
$1.16M -$51.4K -266 -4%
SNBOSCI
807
Security National Bank of Sioux City Iowa
Iowa
$1.16M +$6.37K +33 +0.5%
BWM
808
Baystate Wealth Management
Massachusetts
$1.15M +$284K +1,471 +29%
AP
809
Advisor Partners
California
$1.15M – – –
LC
810
Lindbrook Capital
California
$1.15M +$22.4K +116 +2%
MFG
811
Merit Financial Group
Georgia
$1.15M -$54.1K -280 -4%
IC
812
Inscription Capital
Texas
$1.14M +$1.25M +6,470 New
SC
813
SouthState Corp
Florida
$1.14M -$1.16K -6 -0.1%
CSPAM
814
Cary Street Partners Asset Management
Virginia
$1.13M +$30.9K +160 +3%
CIC
815
Carnegie Investment Counsel
Ohio
$1.13M -$52.3K -271 -4%
GJIC
816
Gamble Jones Investment Counsel
California
$1.12M +$348K +1,800 +39%
TWA
817
TCI Wealth Advisors
Arizona
$1.12M +$15.8K +82 +1%
SSWG
818
Seven Springs Wealth Group
Tennessee
$1.11M -$39.2K -203 -3%
SWM
819
Silverlake Wealth Management
Vermont
$1.11M +$9.65K +50 +0.8%
LPP
820
Life Planning Partners
Florida
$1.1M +$57.2K +296 +5%
PFS
821
Prospera Financial Services
Texas
$1.09M -$489K -2,534 -29%
EB
822
Eastern Bank
Massachusetts
$1.09M -$228K -1,179 -16%
PD
823
Planning Directions
Pennsylvania
$1.09M -$357K -1,848 -23%
IAG
824
Investment Advisory Group
Massachusetts
$1.08M +$130K +671 +12%
1WM
825
1900 Wealth Management
Texas
$1.08M -$14.5K -75 -1%
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33
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