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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
951
Sightline Wealth Advisors
Connecticut
$1.48M +$4.09K +18 +0.3%
CCFM
952
Clear Creek Financial Management
Washington
$1.48M -$438K -1,929 -24%
EFA
953
Edge Financial Advisors
Illinois
$1.48M +$89.1K +392 +7%
SWM
954
Silverlake Wealth Management
Vermont
$1.48M +$135K +596 +11%
NS
955
NBC Securities
Alabama
$1.48M +$682 +3 +0%
RRWA
956
Rainey & Randall Wealth Advisors
Florida
$1.48M +$1.41M +6,219 New
HCC
957
Hirtle Callaghan & Co
Pennsylvania
$1.47M – – –
RWM
958
Refined Wealth Management
Utah
$1.47M +$16.8K +74 +1%
GSIS
959
Global Strategic Investment Solutions
Arizona
$1.47M -$15.2K -67 -1%
GWANC
960
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.47M +$71.8K +316 +5%
SSWG
961
Seven Springs Wealth Group
Tennessee
$1.46M – – –
GWMIA
962
Global Wealth Management Investment Advisory
Florida
$1.46M +$35.9K +158 +3%
ULWM
963
Upper Left Wealth Management
Florida
$1.46M +$123K +540 +9%
GFS
964
GYL Financial Synergies
Connecticut
$1.45M +$79.5K +350 +6%
FPIS
965
Financial Planning & Information Services
Wisconsin
$1.45M -$13.9K -61 -1%
BFG
966
Baron Financial Group
New Jersey
$1.44M +$70.2K +309 +5%
PWMG
967
Pioneer Wealth Management Group
Texas
$1.44M -$218K -961 -14%
GPW
968
Gray Private Wealth
Massachusetts
$1.43M +$682 +3 +0%
KCM
969
Kendall Capital Management
Maryland
$1.43M – – –
MAS
970
Madden Advisory Services
Florida
$1.42M +$30.7K +135 +2%
STB
971
S&T Bank
Pennsylvania
$1.42M – – –
BIA
972
Bell Investment Advisors
California
$1.41M -$909 -4 -0.1%
DWM
973
Dogwood Wealth Management
Kansas
$1.41M +$227 +1 +0%
RH
974
RFG Holdings
Texas
$1.4M -$18K -79 -1%
BCP
975
Berkeley Capital Partners
Georgia
$1.39M +$83.2K +366 +7%
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