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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
1101
Bogart Wealth LLC
Virginia
$439K +$132K +700 +37%
WG
1102
Welch Group
Alabama
$437K -$2.27K -12 -0.5%
SWA
1103
Sax Wealth Advisors
New Jersey
$437K – – –
TWP
1104
Total Wealth Planning
Ohio
$436K -$228K -1,208 -32%
WJA
1105
Willis Johnson & Associates
Texas
$436K +$481K +2,549 New
OFP
1106
OLIO Financial Planning
Virginia
$434K -$21.9K -116 -4%
AG
1107
Advocate Group
Minnesota
$434K +$15.5K +82 +3%
JEST
1108
JTC Employer Solutions Trustee
Jersey
$432K – – –
C
1109
Certuity
Florida
$432K +$141K +745 +42%
FC
1110
Family CFO
California
$431K – – –
FF
1111
Francis Financial
$431K -$13.8K -73 -3%
WA
1112
WP Advisors
California
$426K +$63.2K +335 +16%
GIA
1113
Guyasuta Investment Advisors
Pennsylvania
$423K +$378 +2 +0.1%
MBT
1114
Montecito Bank & Trust
California
$419K -$417K -2,210 -47%
COCM
1115
Charter Oak Capital Management
New Hampshire
$417K -$50K -265 -10%
TDC
1116
Thompson Davis & Co
Virginia
$415K +$44.4K +235 +11%
BB
1117
Bell Bank
North Dakota
$414K -$7.93K -42 -2%
BWM
1118
Boyd Wealth Management
California
$414K -$3.96K -21 -0.9%
WSFS
1119
Wilmington Savings Fund Society
Delaware
$413K +$41.5K +220 +10%
FWP
1120
FAS Wealth Partners
Kansas
$413K +$86.1K +456 +23%
WCWM
1121
Willow Creek Wealth Management
California
$412K – – –
WDG
1122
Wealth Dimensions Group
Ohio
$412K +$378 +2 +0.1%
FRA
1123
Front Row Advisors
California
$412K +$2.83K +15 +0.6%
T
1124
TRUADVICE
Florida
$411K +$7.17K +38 +2%
WWA
1125
WCG Wealth Advisors
Nevada
$410K -$717K -3,800 -89%
43 44
45
46 47