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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
901
Conning Inc
Connecticut
$2.34M – – –
CWM
902
Cranbrook Wealth Management
Michigan
$2.34M -$226K -881 -9%
WWM
903
Western Wealth Management
Colorado
$2.34M +$1.07M +4,194 +86%
WA
904
Winter & Associates
Minnesota
$2.33M +$2.31M +9,014 New
SWRP
905
Summit Wealth & Retirement Planning
California
$2.32M -$63.3K -247 -3%
IWC
906
Infinity Wealth Counsel
Ohio
$2.31M +$12.3K +48 +0.5%
FFO
907
Fortitude Family Office
Arizona
$2.31M -$56.6K -221 -2%
OBWG
908
Onyx Bridge Wealth Group
New York
$2.31M -$31K -121 -1%
WPC
909
Waters Parkerson & Co
Louisiana
$2.3M +$41K +160 +2%
SLP
910
Storen Legacy Partners
Indiana
$2.28M +$2.27M +8,853 New
DF
911
DecisionPoint Financial
Arizona
$2.28M +$33K +129 +1%
DWT
912
Dorsey & Whitney Trust
South Dakota
$2.28M -$12K -47 -0.5%
SW
913
Simplicity Wealth
New Jersey
$2.27M +$548K +2,141 +32%
MSS
914
Mitchell Sinkler & Starr
Pennsylvania
$2.27M -$89.7K -350 -4%
GCA
915
Gallagher Capital Advisors
Texas
$2.25M +$1.97M +7,676 New
PFSC
916
Peoples Financial Services Corp
Pennsylvania
$2.25M -$140K -547 -6%
EFP
917
Elser Financial Planning
Indiana
$2.24M -$390K -1,521 -15%
HWM
918
Hohimer Wealth Management
Washington
$2.24M +$7.94K +31 +0.4%
BPWM
919
BCS Private Wealth Management
New Jersey
$2.2M -$15.4K -60 -0.7%
CPWM
920
Cypress Point Wealth Management
Texas
$2.19M – – –
CSPIA
921
Cary Street Partners Investment Advisory
Virginia
$2.19M +$2.11M +8,236 +3,205%
PVI
922
Pine Valley Investments
New Jersey
$2.18M -$64.8K -253 -3%
BRM
923
Boston Research & Management
Massachusetts
$2.17M -$407K -1,588 -16%
LFA
924
Level Financial Advisors
New York
$2.17M +$284K +1,109 +15%
RWP
925
Revolve Wealth Partners
New Jersey
$2.17M -$136K -530 -6%
35 36
37
38 39