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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
1001
Jeppson Wealth Management
California
$1.24M -$430 -2 -0%
LW
1002
Libra Wealth
California
$1.23M +$282K +1,309 +32%
TW
1003
TritonPoint Wealth
Maryland
$1.23M -$110K -512 -7%
FAB
1004
First American Bank
Illinois
$1.23M +$11.4K +53 +1%
CWM
1005
Cherrydale Wealth Management
New Jersey
$1.23M -$425K -1,976 -27%
SHFA
1006
SC&H Financial Advisors
Maryland
$1.22M +$21.1K +98 +2%
SVWAG
1007
Sound View Wealth Advisors Group
Georgia
$1.22M -$68.6K -319 -6%
SWM
1008
SeaCrest Wealth Management
New York
$1.21M -$5.81K -27 -0.5%
UWS
1009
Unique Wealth Strategies
Illinois
$1.2M -$3.83M -17,814 -77%
SWM
1010
Silverlake Wealth Management
Vermont
$1.2M -$3.44K -16 -0.3%
VA
1011
Vident Advisory
Georgia
$1.19M – – –
FFO
1012
Fortitude Family Office
Arizona
$1.19M -$1.08K -5 -0.1%
FI
1013
FIDELIS iM
Oregon
$1.19M – – –
MPW
1014
MGO Private Wealth
California
$1.18M +$30.3K +141 +3%
IBOK
1015
Independence Bank of Kentucky
Kentucky
$1.18M -$784K -3,643 -41%
FBFS
1016
First Business Financial Services
Wisconsin
$1.17M -$860 -4 -0.1%
WWM
1017
Western Wealth Management
Colorado
$1.17M +$860 +4 +0.1%
NPT
1018
National Philanthropic Trust
Pennsylvania
$1.17M -$105K -486 -9%
CAM
1019
CPA Asset Management
Florida
$1.16M – – –
SCA
1020
Stillwater Capital Advisors
Pennsylvania
$1.16M – – –
AWA
1021
Adapt Wealth Advisors
Georgia
$1.16M +$1.09M +5,081 New
ORC
1022
O'Rourke & Company
Massachusetts
$1.16M +$46.9K +218 +4%
ARC
1023
Advisor Resource Council
Texas
$1.16M -$9.04M -42,009 -89%
CAM
1024
Cidel Asset Management
Ontario, Canada
$1.15M – – –
PA
1025
Probity Advisors
Texas
$1.15M – – –
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