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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
IHL
1051
Investment House LLC
California
$985K +$890K +4,618 New
VFG
1052
Victory Financial Group
Texas
$983K +$888K +4,608 New
EFG
1053
Everhart Financial Group
Ohio
$968K +$84.4K +438 +11%
WRPWM
1054
Werba Rubin Papier Wealth Management
California
$968K -$22K -114 -2%
LA
1055
Legacy Advisors
Pennsylvania
$958K +$865K +4,490 New
AAMC
1056
Asset Allocation & Management Company
Illinois
$957K – – –
HAIM
1057
Hunter Associates Investment Management
Pennsylvania
$952K +$245K +1,272 +39%
FA
1058
Forefront Analytics
Pennsylvania
$940K -$1.61M -8,361 -65%
AMM
1059
American Money Management
California
$935K -$3.08K -16 -0.4%
WEG
1060
World Equity Group
Illinois
$934K +$80.2K +416 +10%
TCM
1061
Traynor Capital Management
Pennsylvania
$929K +$23.7K +123 +3%
JWBC
1062
John W. Brooker & Co
California
$929K +$469K +2,436 +127%
GFP
1063
Gryphon Financial Partners
Ohio
$924K +$835K +4,333 New
VFIC
1064
Valley Forge Investment Consultants
Pennsylvania
$921K +$1.73K +9 +0.2%
NCM
1065
Northwest Capital Management
Oregon
$919K – – –
BOM
1066
Bank of Marin
California
$917K – – –
WC
1067
Waterloo Capital
Texas
$914K +$73.2K +380 +10%
ECM
1068
Exchange Capital Management
Michigan
$914K -$42K -218 -5%
BWM
1069
Birchcreek Wealth Management
Ohio
$911K +$378K +1,961 +85%
NGA
1070
Naples Global Advisors
Florida
$908K -$28.9K -150 -3%
DPI
1071
Diversified Portfolios Inc
Michigan
$906K +$36.2K +188 +5%
PFGIA
1072
Patriot Financial Group Insurance Agency
Massachusetts
$904K -$359K -1,865 -31%
AWA
1073
Aaron Wealth Advisors
Illinois
$902K +$104K +542 +15%
DSA
1074
Droms Strauss Advisors
Missouri
$901K +$385 +2 +0%
SGCA
1075
Steel Grove Capital Advisors
Tennessee
$899K -$164K -853 -17%
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