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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
LSPW
1101
Lake Street Private Wealth
Illinois
$339K -$10.6K -48 -3%
TCM
1102
Tradewinds Capital Management
Washington
$339K +$17.5K +79 +6%
UR
1103
USCA RIA
Texas
$338K -$166K -750 -33%
F
1104
F3Logic
Minnesota
$338K +$41.9K +189 +14%
CA
1105
CSM Advisors
Pennsylvania
$338K +$332K +1,500 New
FCB
1106
First Command Bank
Texas
$333K -$23.3K -105 -7%
FCFS
1107
First Command Financial Services
Texas
$333K -$23.3K -105 -7%
BMO
1108
Beck Mack & Oliver
New York
$333K -$12.6K -57 -4%
PP
1109
Patron Partners
Texas
$332K +$327K +1,476 New
TLFA
1110
True Link Financial Advisors
California
$331K -$247K -1,113 -43%
BU
1111
BBVA USA
Alabama
$330K +$324K +1,464 New
NAMM
1112
NorthStar Asset Management (Massachusetts)
Massachusetts
$330K -$159K -717 -33%
PAMG
1113
Patton Albertson Miller Group
Tennessee
$327K – – –
MFG
1114
MidWestOne Financial Group
Iowa
$327K +$322K +1,452 New
GC
1115
Gilbert & Cook
Iowa
$326K -$13.1K -59 -4%
MIM
1116
Marco Investment Management
Georgia
$326K – – –
CAM
1117
Crestone Asset Management
Colorado
$323K – – –
VAS
1118
Vestmark Advisory Solutions
Massachusetts
$323K +$22.6K +102 +8%
APP
1119
Avantax Planning Partners
Iowa
$323K +$318K +1,434 New
GKWIM
1120
Gerber Kawasaki Wealth & Investment Management
California
$322K +$317K +1,432 New
MBT
1121
Montecito Bank & Trust
California
$321K – – –
WA
1122
WP Advisors
California
$321K +$316K +1,426 New
AA
1123
Argent Advisors
Louisiana
$320K – – –
MWP
1124
Madison Wealth Partners
Wisconsin
$319K +$37.5K +169 +14%
HIC
1125
Holderness Investments Company
North Carolina
$318K +$45.9K +207 +17%
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