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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
926
Aaron Wealth Advisors
Illinois
$1.01M +$1.02M +4,469 New
BFA
927
Beacon Financial Advisory
Ohio
$1.01M -$42.3K -186 -4%
PIFP
928
Partners in Financial Planning
Virginia
$1.01M +$1.59K +7 +0.1%
SFS
929
Security Financial Services
Indiana
$1.01M +$1.01M +4,454 New
SSWM
930
Smith Salley Wealth Management
North Carolina
$1M -$1.42M -6,238 -58%
VFIC
931
Valley Forge Investment Consultants
Pennsylvania
$1M +$2.04K +9 +0.2%
MMPW
932
Mitchell McLeod Pugh & Williams
Alabama
$1M +$220K +966 +28%
SL
933
Systelligence LLC
Minnesota
$996K -$11.4K -50 -1%
IC
934
Inverness Counsel
New York
$988K – – –
BOM
935
Bank of Marin
California
$987K +$15.5K +68 +2%
WWM
936
Western Wealth Management
Colorado
$974K +$981K +4,318 New
BWA
937
Burt Wealth Advisors
Maryland
$971K +$4.54K +20 +0.5%
BAS
938
Brown Advisory Securities
Maryland
$966K +$29.3K +129 +3%
RSS
939
Rosenblum Silverman Sutton
California
$966K +$327K +1,438 +51%
RCA
940
Rex Capital Advisors
Rhode Island
$961K – – –
LNWWM
941
Laird Norton Wetherby Wealth Management
California
$961K +$454 +2 +0%
SSW
942
Stone Summit Wealth
Florida
$957K +$962K +4,233 New
XF
943
XML Financial
Maryland
$956K – – –
TCM
944
Traynor Capital Management
Pennsylvania
$951K -$152K -668 -14%
MPCG
945
Matrix Private Capital Group
New York
$951K +$79.8K +351 +9%
ACS
946
Archford Capital Strategies
Illinois
$949K -$84.5K -372 -8%
IFG
947
Independent Financial Group
California
$948K +$126K +554 +15%
MWA
948
MFA Wealth Advisors
Pennsylvania
$946K +$10.2K +45 +1%
WAM
949
WNY Asset Management
New York
$939K +$40K +176 +4%
PO
950
Private Ocean
California
$934K -$227 -1 -0%
36 37
38
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