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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
FNBT
901
FineMark National Bank & Trust
Florida
$1.54M -$274K -1,248 -15%
STA
902
Summit Trail Advisors
New York
$1.54M -$259K -1,178 -14%
SWA
903
Sax Wealth Advisors
New Jersey
$1.54M +$948K +4,318 +158%
PWMG
904
Pioneer Wealth Management Group
Texas
$1.53M -$140K -636 -8%
SFG
905
Sunburst Financial Group
Alabama
$1.53M +$49.8K +227 +3%
PIFP
906
Partners in Financial Planning
Virginia
$1.51M -$5.05K -23 -0.3%
SCP
907
Shorepoint Capital Partners
Massachusetts
$1.51M +$3.07K +14 +0.2%
TW
908
TritonPoint Wealth
Maryland
$1.5M +$43.5K +198 +3%
ZF
909
Zhang Financial
Michigan
$1.49M +$276K +1,255 +23%
CFO
910
Custos Family Office
Texas
$1.48M +$1.49M +6,804 New
CFGSD
911
Compass Financial Group (South Dakota)
South Dakota
$1.48M -$46.6K -212 -3%
IAA
912
Independent Advisor Alliance
North Carolina
$1.48M +$4.83K +22 +0.3%
MFWM
913
Motley Fool Wealth Management
Virginia
$1.48M +$158K +720 +12%
SIMC
914
Squire Investment Management Company
Utah
$1.48M +$71.8K +327 +5%
WCA
915
Westover Capital Advisors
Delaware
$1.46M +$1.47M +6,708 New
HP
916
Holistic Planning
Texas
$1.46M -$29K -132 -2%
WPC
917
Waters Parkerson & Co
Louisiana
$1.45M – – –
GIA
918
Gladstone Institutional Advisory
Florida
$1.44M +$13.8K +63 +1%
CAAM
919
Cornerstone Advisors Asset Management
Pennsylvania
$1.44M +$79.5K +362 +6%
IF
920
Ironwood Financial
Arizona
$1.44M +$20.6K +94 +1%
KP
921
Keel Point
Alabama
$1.43M +$149K +679 +12%
SPI
922
Santori & Peters Inc
Pennsylvania
$1.42M -$22K -100 -2%
RBC
923
Romano Brothers & Co
Illinois
$1.41M -$22K -100 -2%
CWA
924
Cascade Wealth Advisors
Washington
$1.4M -$343K -1,564 -20%
ASW
925
Astoria Strategic Wealth
Texas
$1.39M +$2.2K +10 +0.2%
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37
38 39