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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
RVPG
901
Relative Value Partners Group
$1.6M -$38.5K -179 -2%
XF
902
XML Financial
Maryland
$1.59M -$23K -107 -2%
PIFP
903
Partners in Financial Planning
Virginia
$1.59M +$40.9K +190 +3%
SPIS
904
Steward Partners Investment Solutions
Oregon
$1.58M +$1.48M +6,903 New
SCP
905
Shorepoint Capital Partners
Massachusetts
$1.58M -$20.6K -96 -1%
RPCONE
906
Retirement Planning Company of New England
Rhode Island
$1.56M -$1.54M -7,172 -51%
IAA
907
Independent Advisor Alliance
North Carolina
$1.55M -$990K -4,602 -40%
CSB
908
City State Bank
Iowa
$1.54M +$4.3K +20 +0.3%
FB
909
Fulton Bank
Pennsylvania
$1.54M -$21.5K -100 -1%
SFG
910
Sunburst Financial Group
Alabama
$1.54M -$1.94K -9 -0.1%
SIAS
911
Summit Investment Advisory Services
Minnesota
$1.53M -$3.44K -16 -0.2%
WPC
912
Waters Parkerson & Co
Louisiana
$1.52M +$36.1K +168 +3%
GWMR
913
GC Wealth Management RIA
Massachusetts
$1.52M +$1.43M +6,648 New
SPI
914
Santori & Peters Inc
Pennsylvania
$1.51M -$21.5K -100 -1%
WP
915
WMS Partners
Maryland
$1.51M – – –
OFG
916
Oxford Financial Group
Indiana
$1.51M -$343K -1,593 -19%
RBC
917
Romano Brothers & Co
Illinois
$1.5M +$56.1K +261 +4%
FFA
918
Farther Finance Advisors
California
$1.49M +$424K +1,971 +43%
GAM
919
Grandview Asset Management
Pennsylvania
$1.49M – – –
GIA
920
Gladstone Institutional Advisory
Florida
$1.49M -$140K -652 -9%
PNAA
921
Pictet North America Advisors
Switzerland
$1.49M +$1.03M +4,809 +280%
HP
922
Holistic Planning
Texas
$1.49M -$147K -682 -9%
IF
923
Ironwood Financial
Arizona
$1.48M +$32.5K +151 +2%
HAIM
924
Hunter Associates Investment Management
Pennsylvania
$1.48M +$414K +1,925 +43%
SIMC
925
Squire Investment Management Company
Utah
$1.47M +$29.3K +136 +2%
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