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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
FCA
1026
Fortis Capital Advisors
Kansas
$1.35M +$1.45M +6,081 New
WCA
1027
Westover Capital Advisors
Delaware
$1.35M -$12.2K -51 -0.8%
CWC
1028
Carolinas Wealth Consulting
North Carolina
$1.34M -$57.3K -240 -4%
KCM
1029
Kendall Capital Management
Maryland
$1.34M +$6.93K +29 +0.5%
GFP
1030
Gryphon Financial Partners
Ohio
$1.34M +$226K +945 +19%
SW
1031
Simplicity Wealth
New Jersey
$1.34M +$916K +3,835 +175%
BCP
1032
Berkeley Capital Partners
Georgia
$1.34M +$18.1K +76 +1%
STB
1033
S&T Bank
Pennsylvania
$1.33M – – –
HNWAG
1034
High Net Worth Advisory Group
Florida
$1.33M +$451K +1,888 +46%
GT
1035
Greenleaf Trust
Michigan
$1.33M +$43.5K +182 +3%
RWM
1036
Rockwood Wealth Management
Pennsylvania
$1.33M +$268K +1,121 +23%
AFG
1037
Allegheny Financial Group
Pennsylvania
$1.32M -$86.7K -363 -6%
BTI
1038
Blue Trust Inc
Georgia
$1.32M +$151K +631 +12%
DWM
1039
Dogwood Wealth Management
Kansas
$1.32M – – –
HG
1040
Harbor Group
New Hampshire
$1.31M -$275K -1,150 -16%
MAS
1041
Madden Advisory Services
Florida
$1.31M -$14.3K -60 -1%
ULWM
1042
Upper Left Wealth Management
Florida
$1.31M -$126K -529 -8%
PWM
1043
Paulson Wealth Management
Illinois
$1.31M -$773K -3,237 -35%
SPWM
1044
Schrum Private Wealth Management
Florida
$1.31M +$7.88K +33 +0.6%
CWG
1045
Cornerstone Wealth Group
North Carolina
$1.3M -$23.6K -99 -2%
AWE
1046
Avidian Wealth Enterprises
Texas
$1.3M +$901K +3,772 +180%
FFA
1047
Founders Financial Alliance
North Carolina
$1.3M +$191K +799 +16%
WWA
1048
Wisconsin Wealth Advisors
Wisconsin
$1.3M +$48.7K +204 +4%
KP
1049
Keel Point
Alabama
$1.29M -$23.4K -98 -2%
JWM
1050
Jeppson Wealth Management
California
$1.29M +$112K +471 +9%
40 41
42
43 44