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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
FFN
826
Focus Financial Network
Minnesota
$3.36M +$390K +1,361 +14%
NFP
827
Narus Financial Partners
Utah
$3.35M -$169K -589 -5%
LFA
828
Level Financial Advisors
New York
$3.34M +$438K +1,528 +16%
MMRF
829
Michelson Medical Research Foundation
California
$3.34M – – –
MFS
830
McNamara Financial Services
Massachusetts
$3.33M -$39.8K -139 -1%
JWA
831
JFS Wealth Advisors
Pennsylvania
$3.32M -$57.6K -201 -2%
HWM
832
Hohimer Wealth Management
Washington
$3.31M +$432K +1,507 +16%
PWMA
833
Pension & Wealth Management Advisors
Massachusetts
$3.31M -$35.5K -124 -1%
CSB
834
City State Bank
Iowa
$3.31M +$146K +510 +5%
IRAG
835
Investment Research & Advisory Group
Georgia
$3.31M +$136K +476 +5%
MWM
836
Maridea Wealth Management
New York
$3.29M +$3.11M +10,847 New
SWP
837
Summit Wealth Partners
Florida
$3.28M -$63.6K -222 -2%
WIM
838
Westside Investment Management
California
$3.27M +$12K +42 +0.4%
IVP
839
Intrinsic Value Partners
Arizona
$3.27M +$57.3K +200 +2%
EWA
840
Encompass Wealth Advisors
Oregon
$3.26M -$6.59K -23 -0.2%
SEM
841
Strategic Equity Management
Arizona
$3.26M -$149K -520 -5%
CIA
842
Choate Investment Advisors
Massachusetts
$3.26M – – –
WSFS
843
Wilmington Savings Fund Society
Delaware
$3.23M -$55K -192 -2%
WF
844
Welch & Forbes
Massachusetts
$3.23M – – –
SB
845
Strategic Blueprint
Georgia
$3.23M -$71.9K -251 -2%
NEPWA
846
New England Private Wealth Advisors
Massachusetts
$3.23M +$10.6K +37 +0.3%
GSWM
847
Greenup Street Wealth Management
Michigan
$3.22M -$387K -1,351 -11%
HT
848
Heritage Trust
Oklahoma
$3.21M -$10.3K -36 -0.3%
PF
849
PlanWiser Financial
Colorado
$3.21M +$1.2M +4,184 +65%
OCM
850
Osbon Capital Management
Massachusetts
$3.21M -$792K -2,764 -21%
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