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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
MFWM
926
Motley Fool Wealth Management
Virginia
$1.6M -$14.1K -62 -0.9%
SIAS
927
Summit Investment Advisory Services
Minnesota
$1.6M +$1.53M +6,731 New
FCBT
928
First Citizens Bank & Trust
North Carolina
$1.59M -$84.3K -371 -5%
CSWM
929
Cassady Schiller Wealth Management
Ohio
$1.59M +$92.3K +406 +6%
WPC
930
Waters Parkerson & Co
Louisiana
$1.58M – – –
ASW
931
Astoria Strategic Wealth
Texas
$1.58M +$65.4K +288 +5%
VFPW
932
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.58M -$281K -1,236 -16%
ZF
933
Zhang Financial
Michigan
$1.58M -$39.5K -174 -3%
IF
934
Ironwood Financial
Arizona
$1.57M +$8.18K +36 +0.5%
CFGSD
935
Compass Financial Group (South Dakota)
South Dakota
$1.57M -$42.9K -189 -3%
SC
936
Sierra Capital
Florida
$1.57M +$1.5M +6,600 New
CSPAM
937
Cary Street Partners Asset Management
Virginia
$1.56M +$153K +673 +11%
CIG
938
CHB Investment Group
Pennsylvania
$1.55M +$1.49M +6,549 New
RIM
939
Rockbridge Investment Management
New York
$1.55M +$40K +176 +3%
AWA
940
Aaron Wealth Advisors
Illinois
$1.55M +$43.4K +191 +3%
NCTC
941
New Covenant Trust Company
Indiana
$1.54M +$530K +2,331 +56%
BAM
942
Belpointe Asset Management
Nevada
$1.54M +$536K +2,359 +57%
MC
943
Moors & Cabot
Massachusetts
$1.54M +$375K +1,651 +34%
BTI
944
Blue Trust Inc
Georgia
$1.53M +$245K +1,079 +18%
UWM
945
USAdvisors Wealth Management
Minnesota
$1.53M +$43.2K +190 +3%
SFC
946
Strategic Financial Concepts
Texas
$1.53M +$938K +4,126 +179%
SPI
947
Santori & Peters Inc
Pennsylvania
$1.5M -$45.2K -199 -3%
WFA
948
Wellspring Financial Advisors
Ohio
$1.5M -$2.95K -13 -0.2%
CWC
949
Carolinas Wealth Consulting
North Carolina
$1.5M +$6.59K +29 +0.5%
SWA
950
Sightline Wealth Advisors
Connecticut
$1.48M +$4.09K +18 +0.3%
36 37
38
39 40