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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
ORC
976
O'Rourke & Company
Massachusetts
$863K +$48.9K +264 +6%
SFG
977
Sunburst Financial Group
Alabama
$860K +$547K +2,953 +171%
VFIC
978
Valley Forge Investment Consultants
Pennsylvania
$860K -$280K -1,509 -24%
APA
979
Astoria Portfolio Advisors
New York
$859K +$818K +4,413 New
WFAG
980
Wescott Financial Advisory Group
Pennsylvania
$846K +$3.71K +20 +0.4%
RCA
981
Ranch Capital Advisors
Florida
$846K -$38.4K -207 -4%
BBNB
982
Baker Boyer National Bank
Washington
$845K – – –
IAA
983
Independent Advisor Alliance
North Carolina
$844K +$852K +4,597 New
VFG
984
V2 Financial group
Illinois
$843K -$3.15K -17 -0.4%
XF
985
XML Financial
Maryland
$842K +$92.5K +499 +12%
HKIMG
986
Hutchens & Kramer Investment Management Group
Indiana
$836K -$6.3K -34 -0.7%
JWM
987
Jeppson Wealth Management
California
$819K +$142K +764 +21%
HIA
988
Harbor Investment Advisory
Maryland
$819K +$105K +565 +15%
GSWM
989
Greenup Street Wealth Management
Michigan
$815K +$133K +715 +19%
CAM
990
CPA Asset Management
Florida
$804K +$812K +4,380 New
TWD
991
True Wealth Design
Ohio
$803K +$811K +4,374 New
PFGIA
992
Patriot Financial Group Insurance Agency
Massachusetts
$802K +$20.4K +110 +3%
EP
993
Equius Partners
California
$793K +$801K +4,323 New
LA
994
LexAurum Advisors
Kansas
$793K -$97.7K -527 -11%
BOM
995
Bank of Marin
California
$789K – – –
WIC
996
Willis Investment Counsel
Georgia
$783K -$1.62M -8,750 -67%
RCA
997
Rex Capital Advisors
Rhode Island
$781K – – –
IIC
998
Integrated Investment Consultants
Michigan
$777K +$6.67K +36 +0.9%
NCM
999
Northwest Capital Management
Oregon
$777K +$185 +1 +0%
AWM
1000
Aspire Wealth Management
Massachusetts
$776K -$18K -97 -2%
38 39
40
41 42