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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
KFA
826
Kelleher Financial Advisors
New York
$2.8M +$140K +547 +5%
PF
827
Parker Financial
Washington
$2.79M +$19K +74 +0.7%
FPFC
828
Financial Planning Fort Collins
Colorado
$2.79M +$2.77M +10,801 New
AF
829
Align Financial
Minnesota
$2.78M +$2.76M +10,780 New
WF
830
Welch & Forbes
Massachusetts
$2.77M -$205K -800 -7%
EWA
831
Encompass Wealth Advisors
Oregon
$2.77M +$19.5K +76 +0.7%
LA
832
Legacy Advisors
Pennsylvania
$2.76M +$268K +1,047 +11%
IRAG
833
Investment Research & Advisory Group
Georgia
$2.75M +$60.7K +237 +2%
WTA
834
Washington Trust Advisors
Massachusetts
$2.75M +$21K +82 +0.8%
OWA
835
Octavia Wealth Advisors
Ohio
$2.75M -$96.3K -376 -3%
SFS
836
Security Financial Services
Indiana
$2.74M -$7.17K -28 -0.3%
DT
837
Diversified Trust
Tennessee
$2.74M +$110K +428 +4%
NFC
838
Northstar Financial Companies
Pennsylvania
$2.73M -$211K -823 -7%
WIM
839
Westside Investment Management
California
$2.73M +$380K +1,485 +16%
ATC
840
Argent Trust Co
Tennessee
$2.73M +$340K +1,326 +14%
BCM
841
BTC Capital Management
Iowa
$2.73M – – –
KA
842
Klingman & Associates
New York
$2.71M -$48.2K -188 -2%
IVP
843
Intrinsic Value Partners
Arizona
$2.7M +$271K +1,057 +11%
VCM
844
Viewpoint Capital Management
Washington
$2.7M – – –
TDWM
845
Topel & Distasi Wealth Management
California
$2.69M +$3.33K +13 +0.1%
CAL
846
Capital Analysts LLC
Pennsylvania
$2.68M +$120K +470 +5%
PWP
847
Perfromance Wealth Partners
Illinois
$2.67M -$83.5K -326 -3%
GSWM
848
Greenup Street Wealth Management
Michigan
$2.67M +$107K +418 +4%
FIA
849
Foundations Investment Advisors
Arizona
$2.67M -$143K -560 -5%
RIA
850
Regal Investment Advisors
Michigan
$2.66M -$252K -983 -9%
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