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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
KP
926
Keel Point
Alabama
$2.7M +$874K +3,050 +52%
PI
927
PFG Investments
New York
$2.7M +$37.8K +132 +2%
SWA
928
Strategies Wealth Advisors
Michigan
$2.69M -$147K -512 -5%
EA
929
Eclectic Associates
California
$2.66M -$13.2K -46 -0.5%
CA
930
CGN Advisors
Kansas
$2.66M -$22.6K -79 -0.9%
DWT
931
Dorsey & Whitney Trust
South Dakota
$2.64M -$18.6K -65 -0.7%
OL
932
Optas LLC
Texas
$2.62M -$203K -708 -8%
EWM
933
Evermay Wealth Management
Virginia
$2.62M -$994K -3,467 -29%
HIW
934
Holos Integrated Wealth
Pennsylvania
$2.61M -$31.2K -109 -1%
BPWM
935
BCS Private Wealth Management
New Jersey
$2.59M – – –
JWBC
936
John W. Brooker & Co
California
$2.59M +$1.07M +3,721 +77%
CPWM
937
Cypress Point Wealth Management
Texas
$2.58M – – –
BWM
938
BCS Wealth Management
Tennessee
$2.57M +$67.9K +237 +3%
BFA
939
Beaumont Financial Advisors
Massachusetts
$2.57M -$53.6K -187 -2%
MA
940
MONECO Advisors
Connecticut
$2.56M -$61.9K -216 -2%
FA
941
Flagstar Advisors
New York
$2.56M +$512K +1,788 +27%
FFO
942
Fortitude Family Office
Arizona
$2.55M -$157K -549 -6%
EF
943
Empowered Funds
Pennsylvania
$2.55M -$1.19M -4,165 -33%
SLT
944
St Louis Trust
Missouri
$2.54M -$348K -1,215 -2%
SDWMA
945
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.54M +$81.4K +284 +4%
HIM
946
Hanlon Investment Management
New Jersey
$2.53M +$382K +1,333 +19%
BRM
947
Boston Research & Management
Massachusetts
$2.53M -$4.87K -17 -0.2%
AIA
948
AssuredPartners Investment Advisors
Florida
$2.53M +$195K +680 +9%
ACM
949
Advisors Capital Management
New Jersey
$2.52M -$173K -605 -7%
TFA
950
TPG Financial Advisors
Oregon
$2.52M +$155K +541 +7%
36 37
38
39 40