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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
801
Boyd Wealth Management
California
$3.07M -$55.5K -205 -2%
SWA
802
Sax Wealth Advisors
New Jersey
$3.07M – – –
MWM
803
Mittelman Wealth Management
Massachusetts
$3.06M -$1.07M -3,972 -25%
AFG
804
Allegheny Financial Group
Pennsylvania
$3.06M +$163K +603 +5%
NFP
805
Narus Financial Partners
Utah
$3.05M -$168K -622 -5%
R
806
Rebalance
California
$3.04M +$11.9K +44 +0.4%
FGWP
807
Founders Grove Wealth Partners
Virginia
$3.04M -$14.3K -53 -0.5%
BAM
808
BOS Asset Management
Illinois
$3.03M +$16.5K +61 +0.5%
BFG
809
Baron Financial Group
New Jersey
$3.03M +$75.2K +278 +2%
GGS
810
Galvin Gaustad & Stein
Arizona
$3.02M -$1.85M -6,824 -37%
GWA
811
Gibson Wealth Advisors
Texas
$3.02M -$10.3K -38 -0.3%
FNBOO
812
First National Bank of Omaha
Nebraska
$3M +$944K +3,490 +44%
DT
813
Diversified Trust
Tennessee
$3M +$219K +810 +8%
WTA
814
Washington Trust Advisors
Massachusetts
$3M +$211K +778 +7%
RFP
815
Roth Financial Partners
Texas
$2.98M -$104K -385 -3%
GIA
816
Gladstone Institutional Advisory
Florida
$2.96M +$524K +1,936 +21%
CRFG
817
Columbia River Financial Group
Washington
$2.96M +$48.4K +179 +2%
BIG
818
Brookwood Investment Group
Arizona
$2.95M -$16.8K -62 -0.5%
BWA
819
Beam Wealth Advisors
Louisiana
$2.95M -$455K -1,680 -13%
SEM
820
Strategic Equity Management
Arizona
$2.95M -$191K -704 -6%
SMC
821
Smith, Moore & Co
Missouri
$2.94M -$2.17K -8 -0.1%
CAL
822
Capital Analysts LLC
Pennsylvania
$2.94M +$222K +822 +8%
GLLW
823
Graves Light Lenhart Wealth
Virginia
$2.93M +$34.1K +126 +1%
SW
824
SkyOak Wealth
Michigan
$2.93M +$14.1K +52 +0.5%
SFWC
825
Strategic Family Wealth Counselors
New Jersey
$2.92M +$24.9K +92 +0.8%
31 32
33
34 35