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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
BIA
1101
Bell Investment Advisors
California
$1.8M -$26.1K -91 -2%
CWM
1102
Consultiva Wealth Management
Puerto Rico
$1.8M +$456K +1,590 +37%
PS
1103
Planning Strategies
Pennsylvania
$1.8M +$1.7M +5,930 New
SFB
1104
STAR Financial Bank
Indiana
$1.79M -$23.8K -83 -1%
FB
1105
Fulton Bank
Pennsylvania
$1.79M -$4.58K -16 -0.3%
DWM
1106
Dogwood Wealth Management
Kansas
$1.78M – – –
SW
1107
SteelPeak Wealth
California
$1.77M +$303K +1,058 +22%
NCTC
1108
New Covenant Trust Company
Indiana
$1.77M +$88.6K +309 +6%
GWMIA
1109
Global Wealth Management Investment Advisory
Florida
$1.77M -$37K -129 -2%
TCM
1110
Timbuktu Capital Management
Massachusetts
$1.77M +$1.67M +5,842 New
MSF
1111
Mustard Seed Financial
Arkansas
$1.77M +$26.7K +93 +2%
TCA
1112
Transcend Capital Advisors
New Jersey
$1.77M -$8.02K -28 -0.5%
HP
1113
Holistic Planning
Texas
$1.76M +$36.1K +126 +2%
MAS
1114
Madden Advisory Services
Florida
$1.75M +$860 +3 +0.1%
MS
1115
Madden Securities
Texas
$1.75M -$574K -2,003 -26%
LG
1116
LAM Group
Oregon
$1.74M – – –
CFP
1117
Cascade Financial Partners
California
$1.74M -$51.6K -180 -3%
G
1118
GuidedMoney
Wisconsin
$1.74M – – –
TFO
1119
Tarbox Family Office
California
$1.73M -$54.2K -189 -3%
WEG
1120
World Equity Group
Illinois
$1.73M +$21.2K +74 +1%
TFA
1121
Trinity Financial Advisors
Ohio
$1.72M +$138K +482 +9%
SWM
1122
SigFig Wealth Management
California
$1.72M -$42.7K -149 -3%
TPA
1123
Trivium Point Advisory
Connecticut
$1.72M +$284K +992 +21%
FHC
1124
First Horizon Corporation
Tennessee
$1.72M +$58.8K +205 +4%
CSIC
1125
Clifford Swan Investment Counsel
California
$1.71M +$7.74K +27 +0.5%
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