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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1026
Cidel Asset Management
Ontario, Canada
$1.1M – – –
PA
1027
Probity Advisors
Texas
$1.1M – – –
EFP
1028
Elser Financial Planning
Indiana
$1.09M +$1.1M +5,003 New
RCA
1029
Ranch Capital Advisors
Florida
$1.09M +$44.1K +201 +4%
AL
1030
ACAS LLC
California
$1.08M -$44.8K -204 -4%
MFWP
1031
Mosaic Family Wealth Partners
Missouri
$1.07M +$232K +1,055 +27%
VIM
1032
Vista Investment Management
Pennsylvania
$1.07M -$10.5K -48 -1%
CWMGP
1033
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.07M – – –
DFA
1034
Delta Financial Advisors
Louisiana
$1.07M – – –
SFP
1035
Strategic Financial Partners
Oregon
$1.07M +$16.5K +75 +2%
PNC
1036
Park National Corp
Ohio
$1.07M -$878 -4 -0.1%
KIA
1037
KCM Investment Advisors
California
$1.06M – – –
CWM
1038
Cherrydale Wealth Management
New Jersey
$1.06M -$114K -519 -10%
MC
1039
Moors & Cabot
Massachusetts
$1.05M -$29K -132 -3%
SG
1040
Somerset Group
Minnesota
$1.04M -$8.35K -38 -0.8%
VFP
1041
Verus Financial Partners
Virginia
$1.04M -$40K -182 -4%
GCA
1042
Greenwood Capital Associates
South Carolina
$1.04M -$24.4K -111 -2%
TFF
1043
The Family Firm
Maryland
$1.04M – – –
RPGK
1044
Retirement Planning Group (Kansas)
Kansas
$1.03M -$226K -1,031 -18%
CIA
1045
Capital Investment Advisors
Georgia
$1.03M +$265K +1,208 +35%
WC
1046
Waterloo Capital
Texas
$1.02M +$5.49K +25 +0.5%
AWA
1047
Adapt Wealth Advisors
Georgia
$1.02M -$88.1K -401 -8%
CWM
1048
Consultiva Wealth Management
Puerto Rico
$1.01M -$34.5K -157 -3%
OA
1049
Oxbow Advisors
Texas
$1.01M – – –
LWP
1050
Laurel Wealth Planning
Minnesota
$1.01M -$383K -1,746 -27%
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42
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