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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
926
WMS Partners
Maryland
$1.41M – – –
CAL
927
Capital Analysts LLC
Pennsylvania
$1.4M -$37K -192 -3%
LWP
928
Laurel Wealth Planning
Minnesota
$1.4M -$175K -908 -12%
GAM
929
Grandview Asset Management
Pennsylvania
$1.39M -$134K -695 -10%
VC
930
Vicus Capital
Pennsylvania
$1.39M -$1.39M -7,219 -53%
WPC
931
Waters Parkerson & Co
Louisiana
$1.39M +$97.7K +507 +8%
SIA
932
Soltis Investment Advisors
Utah
$1.38M -$144K -747 -10%
WFA
933
Wellspring Financial Advisors
Ohio
$1.37M +$18.9K +98 +2%
UWM
934
USAdvisors Wealth Management
Minnesota
$1.37M -$420K -2,179 -25%
KWM
935
Kingsview Wealth Management
Oregon
$1.36M -$1.38M -7,177 -53%
GW
936
GW & Wade
Massachusetts
$1.35M +$191K +990 +18%
IF
937
Ironwood Financial
Arizona
$1.35M +$329K +1,710 +37%
SSWG
938
Seven Springs Wealth Group
Tennessee
$1.35M -$2.5K -13 -0.2%
ASW
939
Astoria Strategic Wealth
Texas
$1.35M +$105K +543 +9%
SIMC
940
Squire Investment Management Company
Utah
$1.35M +$1.22M +6,307 New
RBC
941
Romano Brothers & Co
Illinois
$1.34M -$101K -524 -8%
MWP
942
Meridian Wealth Partners
Pennsylvania
$1.34M +$42.6K +221 +4%
CWC
943
Carolinas Wealth Consulting
North Carolina
$1.34M +$1.54K +8 +0.1%
CIC
944
Carnegie Investment Counsel
Ohio
$1.34M -$59.9K -311 -5%
BIA
945
Bell Investment Advisors
California
$1.33M +$94.4K +490 +9%
BFIM
946
Beese Fulmer Investment Management
Ohio
$1.33M +$15K +78 +1%
DFC
947
DBK Financial Counsel
Ohio
$1.32M +$305K +1,585 +35%
RIM
948
Rockbridge Investment Management
New York
$1.31M – – –
IDA
949
Intelligence Driven Advisers
California
$1.31M -$8.92M -46,292 -88%
ACM
950
Advisors Capital Management
New Jersey
$1.3M +$799K +4,146 +211%
36 37
38
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