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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
CWC
1026
Carolinas Wealth Consulting
North Carolina
$1.34M -$57.3K -240 -4%
KCM
1027
Kendall Capital Management
Maryland
$1.34M +$6.93K +29 +0.5%
GFP
1028
Gryphon Financial Partners
Ohio
$1.34M +$226K +945 +19%
SW
1029
Simplicity Wealth
New Jersey
$1.34M +$916K +3,835 +175%
BCP
1030
Berkeley Capital Partners
Georgia
$1.34M +$18.1K +76 +1%
STB
1031
S&T Bank
Pennsylvania
$1.33M – – –
HNWAG
1032
High Net Worth Advisory Group
Florida
$1.33M +$451K +1,888 +46%
GT
1033
Greenleaf Trust
Michigan
$1.33M +$43.5K +182 +3%
RWM
1034
Rockwood Wealth Management
Pennsylvania
$1.33M +$268K +1,121 +23%
AFG
1035
Allegheny Financial Group
Pennsylvania
$1.32M -$86.7K -363 -6%
BTI
1036
Blue Trust Inc
Georgia
$1.32M +$151K +631 +12%
DWM
1037
Dogwood Wealth Management
Kansas
$1.32M – – –
HG
1038
Harbor Group
New Hampshire
$1.31M -$275K -1,150 -16%
MAS
1039
Madden Advisory Services
Florida
$1.31M -$14.3K -60 -1%
ULWM
1040
Upper Left Wealth Management
Florida
$1.31M -$126K -529 -8%
PWM
1041
Paulson Wealth Management
Illinois
$1.31M -$773K -3,237 -35%
SPWM
1042
Schrum Private Wealth Management
Florida
$1.31M +$7.88K +33 +0.6%
CWG
1043
Cornerstone Wealth Group
North Carolina
$1.3M -$23.6K -99 -2%
AWE
1044
Avidian Wealth Enterprises
Texas
$1.3M +$901K +3,772 +180%
FFA
1045
Founders Financial Alliance
North Carolina
$1.3M +$191K +799 +16%
WWA
1046
Wisconsin Wealth Advisors
Wisconsin
$1.3M +$48.7K +204 +4%
KP
1047
Keel Point
Alabama
$1.29M -$23.4K -98 -2%
JWM
1048
Jeppson Wealth Management
California
$1.29M +$112K +471 +9%
BIA
1049
Bell Investment Advisors
California
$1.29M -$86K -360 -6%
GC
1050
Gibson Capital
Pennsylvania
$1.29M +$9.07K +38 +0.7%
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