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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
HT
851
Heritage Trust
Oklahoma
$3.21M -$10.3K -36 -0.3%
PF
852
PlanWiser Financial
Colorado
$3.21M +$1.2M +4,184 +65%
OCM
853
Osbon Capital Management
Massachusetts
$3.21M -$792K -2,764 -21%
TWM
854
Tanager Wealth Management
United Kingdom
$3.2M -$66.5K -232 -2%
OWA
855
Octavia Wealth Advisors
Ohio
$3.2M +$33.8K +118 +1%
PCMU
856
Paragon Capital Management (Utah)
Utah
$3.19M -$63K -220 -2%
CRFG
857
Columbia River Financial Group
Washington
$3.19M -$224K -780 -7%
BCM
858
BTC Capital Management
Iowa
$3.19M – – –
SIA
859
Soltis Investment Advisors
Utah
$3.18M +$9.46K +33 +0.3%
KP
860
Kitching Partners
Pennsylvania
$3.17M +$582K +2,030 +24%
FCBT
861
First Citizens Bank & Trust
North Carolina
$3.17M +$315K +1,098 +12%
VCM
862
Viewpoint Capital Management
Washington
$3.17M – – –
KA
863
Klingman & Associates
New York
$3.16M -$12K -42 -0.4%
BS
864
Brighton Securities
New York
$3.16M +$97.4K +340 +3%
PF
865
Parker Financial
Washington
$3.16M -$172K -600 -5%
PFG
866
Pacific Financial Group
Washington
$3.15M -$118K -412 -4%
BEC
867
Blue Edge Capital
Virginia
$3.15M – – –
FW
868
Fairway Wealth
Ohio
$3.14M +$123K +430 +4%
CIA
869
Capital Investment Advisors
Georgia
$3.12M -$12.9K -45 -0.4%
BIG
870
Brookwood Investment Group
Arizona
$3.11M -$291K -1,016 -9%
SB
871
Simmons Bank
Arkansas
$3.11M +$198K +691 +7%
OFG
872
Oxford Financial Group
Indiana
$3.09M -$189K -660 -6%
PFM
873
Phillips Financial Management
Indiana
$3.08M -$473K -1,650 -14%
CAS
874
Coppell Advisory Solutions
Texas
$3.06M +$642K +2,241 New
APFP
875
Action Point Financial Planning
Michigan
$3.05M +$2.89M +10,082 New
33 34
35
36 37