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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
851
Tanager Wealth Management
United Kingdom
$3.2M -$66.5K -232 -2%
OWA
852
Octavia Wealth Advisors
Ohio
$3.2M +$33.8K +118 +1%
PCMU
853
Paragon Capital Management (Utah)
Utah
$3.19M -$63K -220 -2%
CRFG
854
Columbia River Financial Group
Washington
$3.19M -$224K -780 -7%
BCM
855
BTC Capital Management
Iowa
$3.19M – – –
SIA
856
Soltis Investment Advisors
Utah
$3.18M +$9.46K +33 +0.3%
KP
857
Kitching Partners
Pennsylvania
$3.17M +$582K +2,030 +24%
FCBT
858
First Citizens Bank & Trust
North Carolina
$3.17M +$315K +1,098 +12%
VCM
859
Viewpoint Capital Management
Washington
$3.17M – – –
KA
860
Klingman & Associates
New York
$3.16M -$12K -42 -0.4%
BS
861
Brighton Securities
New York
$3.16M +$97.4K +340 +3%
PF
862
Parker Financial
Washington
$3.16M -$172K -600 -5%
PFG
863
Pacific Financial Group
Washington
$3.15M -$118K -412 -4%
BEC
864
Blue Edge Capital
Virginia
$3.15M – – –
FW
865
Fairway Wealth
Ohio
$3.14M +$123K +430 +4%
CIA
866
Capital Investment Advisors
Georgia
$3.12M -$12.9K -45 -0.4%
BIG
867
Brookwood Investment Group
Arizona
$3.11M -$291K -1,016 -9%
SB
868
Simmons Bank
Arkansas
$3.11M +$198K +691 +7%
OFG
869
Oxford Financial Group
Indiana
$3.09M -$189K -660 -6%
PFM
870
Phillips Financial Management
Indiana
$3.08M -$473K -1,650 -14%
CAS
871
Coppell Advisory Solutions
Texas
$3.06M +$642K +2,241 New
APFP
872
Action Point Financial Planning
Michigan
$3.05M +$2.89M +10,082 New
LEA
873
Legacy Edge Advisors
New York
$3.05M +$33.5K +117 +1%
ECA
874
Elevated Capital Advisors
Utah
$3.05M +$111K +386 +4%
DF
875
DecisionPoint Financial
Arizona
$3.04M -$43.6K -152 -1%
33 34
35
36 37