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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
WFAG
976
Wescott Financial Advisory Group
Pennsylvania
$867K -$6.98K -36 -0.8%
JWM
977
Jeppson Wealth Management
California
$864K +$18.2K +94 +2%
CWM
978
Cahill Wealth Management
Michigan
$862K -$27.9K -144 -3%
DFC
979
DBK Financial Counsel
Ohio
$859K -$50.4K -260 -5%
PFGIA
980
Patriot Financial Group Insurance Agency
Massachusetts
$857K +$29.9K +154 +4%
AMR
981
Asset Management Resources
Massachusetts
$850K -$83.8K -432 -9%
CCFM
982
Clear Creek Financial Management
Washington
$837K -$1.09M -5,596 -56%
PCIA
983
Prime Capital Investment Advisors
Kansas
$831K -$395K -2,036 -32%
CAM
984
CPA Asset Management
Florida
$830K – – –
SVWAG
985
Sound View Wealth Advisors Group
Georgia
$829K -$245K -1,262 -22%
NGA
986
Naples Global Advisors
Florida
$828K +$29.9K +154 +4%
LPAM
987
Lodestar Private Asset Management
California
$826K -$68.5K -353 -7%
NCM
988
Northwest Capital Management
Oregon
$816K +$14.2K +73 +2%
BOM
989
Bank of Marin
California
$815K – – –
TRCT
990
Tower Research Capital (TRC)
New York
$797K +$804K +4,147 +7,150%
AWM
991
Aspire Wealth Management
Massachusetts
$797K -$4.85K -25 -0.6%
LW
992
Libra Wealth
California
$795K – – –
SWA
993
Sightline Wealth Advisors
Connecticut
$793K +$312K +1,611 +63%
TCM
994
Traynor Capital Management
Pennsylvania
$793K +$388 +2 +0%
SCM
995
Spreng Capital Management
Ohio
$788K -$13.6K -70 -2%
CCA
996
Conservest Capital Advisors
Pennsylvania
$788K +$104K +535 +15%
HIA
997
Harbor Investment Advisory
Maryland
$786K -$61.3K -316 -7%
SCA
998
Stillwater Capital Advisors
Pennsylvania
$781K -$204K -1,050 -20%
EFG
999
Everhart Financial Group
Ohio
$781K -$16.3K -84 -2%
NSIM
1000
North Star Investment Management
Illinois
$775K -$18.4K -95 -2%
38 39
40
41 42