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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
901
Winter & Associates
Minnesota
$2.33M +$2.31M +9,014 New
SWRP
902
Summit Wealth & Retirement Planning
California
$2.32M -$63.3K -247 -3%
IWC
903
Infinity Wealth Counsel
Ohio
$2.31M +$12.3K +48 +0.5%
FFO
904
Fortitude Family Office
Arizona
$2.31M -$56.6K -221 -2%
OBWG
905
Onyx Bridge Wealth Group
New York
$2.31M -$31K -121 -1%
WPC
906
Waters Parkerson & Co
Louisiana
$2.3M +$41K +160 +2%
SLP
907
Storen Legacy Partners
Indiana
$2.28M +$2.27M +8,853 New
DF
908
DecisionPoint Financial
Arizona
$2.28M +$33K +129 +1%
DWT
909
Dorsey & Whitney Trust
South Dakota
$2.28M -$12K -47 -0.5%
SW
910
Simplicity Wealth
New Jersey
$2.27M +$548K +2,141 +32%
MSS
911
Mitchell Sinkler & Starr
Pennsylvania
$2.27M -$89.7K -350 -4%
GCA
912
Gallagher Capital Advisors
Texas
$2.25M +$1.97M +7,676 New
PFSC
913
Peoples Financial Services Corp
Pennsylvania
$2.25M -$140K -547 -6%
EFP
914
Elser Financial Planning
Indiana
$2.24M -$390K -1,521 -15%
HWM
915
Hohimer Wealth Management
Washington
$2.24M +$7.94K +31 +0.4%
BPWM
916
BCS Private Wealth Management
New Jersey
$2.2M -$15.4K -60 -0.7%
CPWM
917
Cypress Point Wealth Management
Texas
$2.19M – – –
CSPIA
918
Cary Street Partners Investment Advisory
Virginia
$2.19M +$2.11M +8,236 +3,205%
PVI
919
Pine Valley Investments
New Jersey
$2.18M -$64.8K -253 -3%
BRM
920
Boston Research & Management
Massachusetts
$2.17M -$407K -1,588 -16%
LFA
921
Level Financial Advisors
New York
$2.17M +$284K +1,109 +15%
RWP
922
Revolve Wealth Partners
New Jersey
$2.17M -$136K -530 -6%
LPP
923
Life Planning Partners
Florida
$2.16M -$512K -1,997 -19%
BFA
924
Beaumont Financial Advisors
Massachusetts
$2.15M +$538K +2,100 +34%
PI
925
PFG Investments
New York
$2.14M +$17.7K +69 +0.8%
35 36
37
38 39