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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
926
Sigma Investment Counselors
Michigan
$800K +$24.2K +128 +3%
FCM
927
Fortis Capital Management
Washington
$800K +$85.7K +454 +11%
VFG
928
V2 Financial group
Illinois
$787K +$189 +1 +0%
BBNB
929
Baker Boyer National Bank
Washington
$787K – – –
RW
930
REDW Wealth
New Mexico
$785K -$62.7K -332 -7%
SFA
931
Souders Financial Advisors
Ohio
$785K +$10.6K +56 +1%
WFAG
932
Wescott Financial Advisory Group
Pennsylvania
$784K +$1.89K +10 +0.2%
NSIM
933
North Star Investment Management
Illinois
$776K +$30.4K +161 +4%
AAM
934
Aureus Asset Management
Massachusetts
$769K – – –
LWM
935
Lyell Wealth Management
California
$767K – – –
FLA
936
Financial Life Advisors
Texas
$763K +$191K +1,010 +29%
AFG
937
Allegheny Financial Group
Pennsylvania
$760K +$31.7K +168 +4%
ORC
938
O'Rourke & Company
Massachusetts
$758K -$52.7K -279 -6%
SF
939
Safeguard Financial
Wisconsin
$753K -$96.5K -511 -10%
BF
940
Brooklyn FI
New York
$744K +$532K +2,817 +183%
EBA
941
Eagle Bay Advisors
New York
$740K -$116K -615 -12%
AWM
942
Aspire Wealth Management
Massachusetts
$739K -$16K -85 -2%
LW
943
Libra Wealth
California
$739K +$539K +2,853 +194%
AMR
944
Asset Management Resources
Massachusetts
$738K -$33.2K -176 -4%
DSA
945
Droms Strauss Advisors
Missouri
$737K -$14.5K -77 -2%
EFG
946
Everhart Financial Group
Ohio
$737K +$65.9K +349 +9%
BOM
947
Bank of Marin
California
$735K – – –
ACA
948
Aptus Capital Advisors
Alabama
$735K +$204K +1,082 +34%
RCA
949
Rex Capital Advisors
Rhode Island
$727K – – –
PFGIA
950
Patriot Financial Group Insurance Agency
Massachusetts
$727K +$188K +996 +31%
36 37
38
39 40