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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
826
Canal Capital Management
Virginia
$1.48M – – –
BHIC
827
Bassett Hargrove Investment Counsel
Delaware
$1.47M -$229K -1,150 -13%
BAG
828
Bridgewealth Advisory Group
California
$1.47M +$96K +482 +7%
HWP
829
Highline Wealth Partners
California
$1.47M +$59.6K +299 +4%
PSF
830
Pacific Sun Financial
California
$1.47M -$56.8K -285 -4%
IAG
831
Investment Advisory Group
Massachusetts
$1.46M +$60.6K +304 +4%
FNT
832
First National Trust
Pennsylvania
$1.46M -$25.1K -126 -2%
SFP
833
Sweet Financial Partners
Minnesota
$1.46M +$1.59K +8 +0.1%
FCP
834
Fidelis Capital Partners
Florida
$1.45M – – –
RLIM
835
Red Lighthouse Investment Management
New York
$1.45M – – –
LF
836
Lee Financial
Texas
$1.44M -$75.9K -381 -5%
RWA
837
Ropes Wealth Advisors
Massachusetts
$1.44M -$756K -3,792 -33%
SAM
838
Secure Asset Management
Michigan
$1.44M +$86.3K +433 +6%
AIM
839
Anchor Investment Management
South Carolina
$1.43M -$241K -1,211 -14%
DSC
840
Duncker Streett & Co
Missouri
$1.43M +$4.78K +24 +0.3%
SC
841
Schoolcraft Capital
Colorado
$1.43M -$28.7K -144 -2%
SWM
842
Spire Wealth Management
Virginia
$1.42M -$60.8K -305 -4%
CFG
843
Carr Financial Group
Massachusetts
$1.41M -$4.78K -24 -0.3%
LWP
844
Laurel Wealth Planning
Minnesota
$1.41M -$283K -1,420 -16%
CSB
845
City State Bank
Iowa
$1.41M -$140K -705 -9%
PCM
846
Parsons Capital Management
Rhode Island
$1.41M -$29.9K -150 -2%
GWMIA
847
Global Wealth Management Investment Advisory
Florida
$1.4M -$54.6K -274 -4%
TWA
848
TCI Wealth Advisors
Arizona
$1.4M -$37.1K -186 -2%
XF
849
XML Financial
Maryland
$1.39M +$595K +2,984 +68%
CWM
850
Congress Wealth Management
Massachusetts
$1.38M +$1.45M +7,298 New
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34
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