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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
IAG
901
Investment Advisory Group
Massachusetts
$1.55M -$91.7K -476 -6%
AIM
902
Anchor Investment Management
South Carolina
$1.55M -$64.2K -333 -4%
CFGSD
903
Compass Financial Group (South Dakota)
South Dakota
$1.54M -$249K -1,294 -15%
HP
904
Holistic Planning
Texas
$1.53M +$1.39M +7,192 New
GA
905
GFS Advisors
Texas
$1.53M +$91.5K +475 +7%
GIA
906
Gladstone Institutional Advisory
Florida
$1.53M +$17K +88 +1%
GWMIA
907
Global Wealth Management Investment Advisory
Florida
$1.53M -$44.7K -232 -3%
TW
908
TritonPoint Wealth
Maryland
$1.53M +$1.38M +7,157 New
HWM
909
Hohimer Wealth Management
Washington
$1.52M +$87.7K +455 +7%
XF
910
XML Financial
Maryland
$1.51M -$56.3K -292 -4%
CWP
911
Cyndeo Wealth Partners
Florida
$1.51M +$67.8K +352 +5%
AG
912
AlTi Global
New York
$1.5M +$1.35M +7,024 New
SCP
913
Shorepoint Capital Partners
Massachusetts
$1.49M +$354K +1,835 +36%
GSWM
914
Greenup Street Wealth Management
Michigan
$1.47M +$225K +1,170 +20%
SC
915
SouthState Corp
Florida
$1.46M +$88.4K +459 +7%
FB
916
Fulton Bank
Pennsylvania
$1.46M -$27.6K -143 -2%
SNBOSCI
917
Security National Bank of Sioux City Iowa
Iowa
$1.46M -$3.85K -20 -0.3%
SFG
918
Sunburst Financial Group
Alabama
$1.45M +$2.5K +13 +0.2%
PIFP
919
Partners in Financial Planning
Virginia
$1.44M +$2.5K +13 +0.2%
CSB
920
City State Bank
Iowa
$1.44M -$138K -715 -10%
SIAS
921
Summit Investment Advisory Services
Minnesota
$1.44M +$1.93K +10 +0.1%
SPI
922
Santori & Peters Inc
Pennsylvania
$1.43M -$36.6K -190 -3%
RWM
923
Ritholtz Wealth Management
New York
$1.43M +$402K +2,088 +45%
TCA
924
Transcend Capital Advisors
New Jersey
$1.43M -$284K -1,475 -18%
FPIS
925
Financial Planning & Information Services
Wisconsin
$1.42M -$72.3K -375 -5%
35 36
37
38 39