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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
ME
1101
McIlrath & Eck
Washington
$330K +$281K +1,266 +523%
WFG
1102
Wills Financial Group
Virginia
$328K -$88.9K -400 -21%
CA
1103
CSM Advisors
Pennsylvania
$328K – – –
F
1104
F3Logic
Minnesota
$328K +$2.44K +11 +0.7%
WA
1105
WP Advisors
California
$327K +$14.9K +67 +5%
DE
1106
Day & Ennis
Georgia
$325K -$42.2K -190 -11%
FA
1107
FC Advisory
Pennsylvania
$325K -$10.7K -48 -3%
FWM
1108
Frontier Wealth Management
Missouri
$324K -$24.9K -112 -7%
ACM
1109
Advisors Capital Management
New Jersey
$324K -$7.34K -33 -2%
BMO
1110
Beck Mack & Oliver
New York
$324K – – –
BZWA
1111
Blue Zone Wealth Advisors
California
$323K +$329K +1,478 New
NAMM
1112
NorthStar Asset Management (Massachusetts)
Massachusetts
$320K – – –
BU
1113
BBVA USA
Alabama
$320K – – –
IA
1114
IFG Advisory
Georgia
$320K +$17.8K +80 +6%
KFS
1115
Kelly Financial Services
Massachusetts
$320K +$109K +490 +50%
DAM
1116
Derbend Asset Management
Georgia
$319K +$13.6K +61 +4%
RPSA
1117
Richard P. Slaughter Associates
Texas
$318K -$66.2K -298 -17%
MFG
1118
MidWestOne Financial Group
Iowa
$318K – – –
GC
1119
Gilbert & Cook
Iowa
$314K -$2K -9 -0.6%
APP
1120
Avantax Planning Partners
Iowa
$314K – – –
CAM
1121
Crestone Asset Management
Colorado
$314K – – –
AA
1122
Argent Advisors
Louisiana
$311K – – –
MBT
1123
Montecito Bank & Trust
California
$311K – – –
MWP
1124
Madison Wealth Partners
Wisconsin
$310K – – –
COCM
1125
Charter Oak Capital Management
New Hampshire
$309K +$23.3K +105 +8%
43 44
45
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