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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
KIA
1051
KCM Investment Advisors
California
$1.16M – – –
CWM
1052
Cherrydale Wealth Management
New Jersey
$1.16M +$4.32K +19 +0.4%
CWMGP
1053
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.15M -$12K -53 -1%
EWM
1054
Elevatus Welath Management
New York
$1.15M +$792K +3,484 +259%
VIM
1055
Vista Investment Management
Pennsylvania
$1.14M -$24.3K -107 -2%
RFP
1056
Root Financial Partners
California
$1.13M +$136K +600 +14%
HWP
1057
Hibernia Wealth Partners
Louisiana
$1.13M +$297K +1,307 +38%
SG
1058
Somerset Group
Minnesota
$1.13M -$2.27K -10 -0.2%
LWP
1059
Laurel Wealth Planning
Minnesota
$1.11M +$12.5K +55 +1%
DPW
1060
DiNuzzo Private Wealth
Pennsylvania
$1.11M +$1.04M +4,574 +883%
CWM
1061
Consultiva Wealth Management
Puerto Rico
$1.1M – – –
OA
1062
Oxbow Advisors
Texas
$1.1M – – –
JCM
1063
Jag Capital Management
Missouri
$1.1M – – –
RPGK
1064
Retirement Planning Group (Kansas)
Kansas
$1.08M -$33.6K -148 -3%
AWM
1065
Adams Wealth Management
Utah
$1.08M +$321K +1,414 +45%
CI
1066
CacheTech Inc
Utah
$1.08M +$321K +1,414 +45%
AG
1067
Advocate Group
Minnesota
$1.08M +$62.7K +276 +6%
BFIM
1068
Beese Fulmer Investment Management
Ohio
$1.08M -$381K -1,675 -27%
KHCM
1069
Kirtland Hills Capital Management
Ohio
$1.07M +$101K +443 +11%
SNBOSD
1070
Security National Bank of So Dak
Iowa
$1.07M – – –
GCA
1071
Greenwood Capital Associates
South Carolina
$1.07M -$52.9K -233 -5%
EFG
1072
Everhart Financial Group
Ohio
$1.07M -$3.41K -15 -0.3%
LA
1073
Legacy Advisors
Pennsylvania
$1.07M – – –
PP
1074
Patron Partners
Texas
$1.07M +$85.7K +377 +9%
QCM
1075
Quantinno Capital Management
New York
$1.06M +$352K +1,550 +53%
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