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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
ASW
951
Astoria Strategic Wealth
Texas
$918K +$2.22K +12 +0.2%
DSA
952
Droms Strauss Advisors
Missouri
$917K +$129K +694 +16%
PO
953
Private Ocean
California
$916K +$3.15K +17 +0.3%
SWA
954
Stratos Wealth Advisors
Ohio
$915K -$79.9K -431 -8%
DFA
955
Delta Financial Advisors
Louisiana
$913K +$1.85K +10 +0.2%
EB
956
Eastern Bank
Massachusetts
$911K – – –
SWM
957
Spire Wealth Management
Virginia
$911K +$263K +1,420 +40%
OW
958
Olistico Wealth
Oklahoma
$908K +$917K +4,949 New
PD
959
Planning Directions
Pennsylvania
$907K -$42.1K -227 -4%
AWM
960
Axxcess Wealth Management
California
$903K +$3.71K +20 +0.4%
AMR
961
Asset Management Resources
Massachusetts
$902K +$111K +599 +14%
GCL
962
Gouws Capital LLC
North Carolina
$902K -$10.4K -56 -1%
PNC
963
Park National Corp
Ohio
$901K +$909K +4,907 New
RA
964
Rodgers & Associates
Pennsylvania
$895K +$13K +70 +1%
ZB
965
Zions Bancorporation
Utah
$886K -$121K -653 -12%
CFP
966
Catalyst Financial Partners
Massachusetts
$884K +$893K +4,819 New
HSA
967
HBK Sorce Advisory
Pennsylvania
$883K +$243K +1,309 +37%
CAL
968
Capital Analysts LLC
Pennsylvania
$882K +$213K +1,151 +31%
CFA
969
CWS Financial Advisors
Michigan
$879K -$989K -5,334 -56%
DFC
970
DBK Financial Counsel
Ohio
$879K +$185 +1 +0%
SG
971
Somerset Group
Minnesota
$877K -$4.08K -22 -0.5%
SS
972
Simplicity Solutions
Minnesota
$877K -$354K -1,912 -29%
AFG
973
Allegheny Financial Group
Pennsylvania
$873K +$56.7K +306 +7%
LPAM
974
Lodestar Private Asset Management
California
$864K +$873K +4,709 New
AAMC
975
Asset Allocation & Management Company
Illinois
$863K – – –
37 38
39
40 41