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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
1101
River Wealth Advisors
Pennsylvania
$926K +$25.6K +119 +3%
AWM
1102
Aspire Wealth Management
Massachusetts
$924K -$22.2K -103 -2%
BFA
1103
Beaumont Financial Advisors
Massachusetts
$922K +$359K +1,670 +71%
LPAM
1104
Lodestar Private Asset Management
California
$922K +$3.44K +16 +0.4%
CWM
1105
Cahill Wealth Management
Michigan
$921K -$11.4K -53 -1%
EBWM
1106
Eagle Bluffs Wealth Management
Missouri
$915K +$24.7K +115 +3%
E
1107
ETFidea
New York
$911K +$92.9K +432 +12%
EFA
1108
Edge Financial Advisors
Illinois
$909K +$850K +3,953 New
AWM
1109
Adams Wealth Management
Utah
$908K -$2.04M -9,485 -70%
SGCA
1110
Steel Grove Capital Advisors
Tennessee
$906K -$54K -251 -6%
1SB
1111
1ST Source Bank
Indiana
$906K – – –
HIA
1112
Harbor Investment Advisory
Maryland
$902K +$61.5K +286 +8%
CCA
1113
Conservest Capital Advisors
Pennsylvania
$899K -$427K -1,986 -34%
CPSAC
1114
Chas P. Smith & Associates (CPS)
Florida
$899K +$6.67K +31 +0.8%
TWD
1115
True Wealth Design
Ohio
$897K -$13.3K -62 -2%
EWA
1116
Etesian Wealth Advisors
Oregon
$888K -$7.53K -35 -0.9%
MFWP
1117
Mosaic Family Wealth Partners
Missouri
$880K – – –
ACA
1118
Atlas Capital Advisors
Wyoming
$878K +$242K +1,125 +41%
BRIA
1119
Balanced Rock Investment Advisors
Massachusetts
$874K +$198K +921 +32%
WFAG
1120
Wescott Financial Advisory Group
Pennsylvania
$872K -$645 -3 -0.1%
MWM
1121
Maripau Wealth Management
Indiana
$872K +$39.8K +185 +5%
LWMNY
1122
Landmark Wealth Management (New York)
New York
$872K +$109K +507 +15%
ES
1123
Eagle Strategies
New York
$872K +$105K +489 +15%
BONH
1124
Bank of New Hampshire
New Hampshire
$871K – – –
OIA
1125
Optimum Investment Advisors
Illinois
$870K +$119K +555 +17%
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45
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