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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
LPP
826
Life Planning Partners
Florida
$1.27M +$187K +890 +18%
KTA
827
Keeley-Teton Advisors
Illinois
$1.26M -$8.63K -41 -0.7%
AL
828
ACAS LLC
California
$1.26M +$119K +563 +10%
AWA
829
Alta Wealth Advisors
Massachusetts
$1.25M -$14.9K -71 -1%
QCG
830
Quadrant Capital Group
Ohio
$1.25M – – –
CMBA
831
C.M. Bidwell & Associates
Hawaii
$1.24M -$663K -3,149 -35%
RWM
832
Refined Wealth Management
Utah
$1.23M -$3.14M -14,900 -72%
GC
833
Gibson Capital
Pennsylvania
$1.23M – – –
JCM
834
J2 Capital Management
Michigan
$1.22M -$1.9K -9 -0.2%
FBFS
835
First Business Financial Services
Wisconsin
$1.22M – – –
CWM
836
Circle Wealth Management
New Jersey
$1.22M – – –
TFCP
837
Twin Focus Capital Partners
Massachusetts
$1.21M – – –
DWM
838
Defined Wealth Management
Oregon
$1.21M -$641K -3,043 -35%
TCPWM
839
Traverso Chambers Private Wealth Management
California
$1.21M – – –
CPA
840
Cardiff Park Advisors
California
$1.2M -$139K -659 -10%
WFA
841
Wipfli Financial Advisors
Wisconsin
$1.19M +$864K +4,104 +271%
MSS
842
Mitchell Sinkler & Starr
Pennsylvania
$1.19M +$20.6K +98 +2%
SFP
843
Sweet Financial Partners
Minnesota
$1.19M +$36.8K +175 +3%
VFA
844
Valeo Financial Advisors
Indiana
$1.19M +$54.3K +258 +5%
CSIC
845
Clifford Swan Investment Counsel
California
$1.19M – – –
FHA
846
First Horizon Advisors
Tennessee
$1.18M -$1.2M -5,698 -51%
IPW
847
Intergy Private Wealth
Colorado
$1.18M -$507K -2,409 -30%
RWG
848
Regal Wealth Group
California
$1.18M -$9.89K -47 -0.8%
ACM
849
Armbruster Capital Management
New York
$1.18M -$5.26K -25 -0.4%
OA
850
Oxbow Advisors
Texas
$1.18M – – –
32 33
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