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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
$1.6M +$37.8K +200 +3%
HFW
802
Horizon Family Wealth
Illinois
$1.6M +$43.3K +229 +3%
WIA
803
World Investment Advisors
California
$1.6M -$38.4K -203 -2%
CFO
804
Collective Family Office
Pennsylvania
$1.6M +$265K +1,402 +21%
LF
805
Lee Financial
Texas
$1.59M -$845K -4,469 -36%
GIA
806
Gladstone Institutional Advisory
Florida
$1.58M -$1.48M -7,827 -50%
TCA
807
Transcend Capital Advisors
New Jersey
$1.58M +$3.78K +20 +0.3%
WS
808
Wedbush Securities
California
$1.58M +$93.5K +495 +7%
ACIM
809
Azimuth Capital Investment Management
Michigan
$1.57M +$189 +1 +0%
FFC
810
First Financial Corp
Indiana
$1.56M +$27.6K +146 +2%
FNT
811
First National Trust
Pennsylvania
$1.56M -$14.2K -75 -0.9%
SWM
812
Spire Wealth Management
Virginia
$1.56M -$7.94K -42 -0.5%
CCM
813
Canal Capital Management
Virginia
$1.56M – – –
APWM
814
Argonautica Private Wealth Management
Massachusetts
$1.55M +$41.6K +220 +3%
SAM
815
Sawgrass Asset Management
Florida
$1.54M -$24.6K -130 -2%
WP
816
Wealthspan Partners
Iowa
$1.54M +$38.7K +205 +3%
AAM
817
Ameraudi Asset Management
New York
$1.53M +$90.5K +479 +7%
SFP
818
Sweet Financial Partners
Minnesota
$1.53M +$1.51K +8 +0.1%
SC
819
Schoolcraft Capital
Colorado
$1.53M -$32.1K -170 -2%
PSF
820
Pacific Sun Financial
California
$1.53M +$1.52M +8,064 New
GWMIA
821
Global Wealth Management Investment Advisory
Florida
$1.53M -$59K -312 -4%
RA
822
RFG Advisory
Alabama
$1.53M +$789K +4,176 +120%
FCP
823
Fidelis Capital Partners
Florida
$1.52M +$199K +1,053 +16%
RLIM
824
Red Lighthouse Investment Management
New York
$1.52M – – –
PCM
825
Parsons Capital Management
Rhode Island
$1.51M +$55.6K +294 +4%
31 32
33
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