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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
826
Compass Planning Associates
Massachusetts
$2.64M +$330K +1,332 +15%
LPP
827
Life Planning Partners
Florida
$2.64M -$41.9K -169 -2%
AGWCA
828
Annis Gardner Whiting Capital Advisors
Florida
$2.63M +$365K +1,473 +17%
KFA
829
Kelleher Financial Advisors
New York
$2.62M -$393K -1,584 -13%
SYBT
830
Stock Yards Bank & Trust
Kentucky
$2.62M +$302K +1,217 +13%
EFP
831
Elser Financial Planning
Indiana
$2.62M -$495K -1,996 -16%
SWA
832
SOA Wealth Advisors
New York
$2.6M -$190K -766 -7%
DT
833
Diversified Trust
Tennessee
$2.6M -$509K -2,052 -17%
JPLA
834
Joseph P. Lucia & Associates
New York
$2.57M +$54.1K +218 +2%
RCWM
835
Red Crane Wealth Management
California
$2.56M +$60K +242 +2%
SW
836
SVB Wealth
Massachusetts
$2.55M -$618K -2,490 -20%
BRM
837
Boston Research & Management
Massachusetts
$2.54M – – –
CWM
838
Cranbrook Wealth Management
Michigan
$2.53M -$66K -266 -3%
GSWM
839
Greenup Street Wealth Management
Michigan
$2.53M -$80.1K -323 -3%
DWS
840
Discipline Wealth Solutions
South Carolina
$2.52M +$964K +3,885 +64%
CAL
841
Capital Analysts LLC
Pennsylvania
$2.52M +$635K +2,560 +35%
SF
842
SWP Financial
California
$2.51M -$26K -105 -1%
FFO
843
Fiduciary Family Office
Florida
$2.5M – – –
TFM
844
TFC Financial Management
Massachusetts
$2.5M -$16.6K -67 -0.7%
HCC
845
Hirtle Callaghan & Co
Pennsylvania
$2.49M -$70.4K -284 -3%
WFA
846
Wells Financial Advisors
Massachusetts
$2.49M -$169K -680 -7%
APWM
847
Argonautica Private Wealth Management
Massachusetts
$2.48M +$6.7K +27 +0.3%
CM
848
Columbus Macro
Pennsylvania
$2.47M -$184K -742 -7%
FWP
849
Forefront Wealth Partners
Texas
$2.47M +$2.41M +9,721 New
BCA
850
Bay Colony Advisors
Massachusetts
$2.47M -$39.4K -159 -2%
32 33
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35 36