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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
TPA
1101
Trivium Point Advisory
Connecticut
$982K -$25K -110 -3%
BWP
1102
BSW Wealth Partners
Colorado
$982K -$32.3K -142 -3%
SVWAG
1103
Sound View Wealth Advisors Group
Georgia
$981K +$48.4K +213 +5%
1SB
1104
1ST Source Bank
Indiana
$976K +$50K +220 +6%
TCM
1105
Traynor Capital Management
Pennsylvania
$976K -$1.59K -7 -0.2%
WC
1106
Waterloo Capital
Texas
$974K -$134K -590 -13%
RRA
1107
Round Rock Advisors
Connecticut
$973K – – –
DSA
1108
Droms Strauss Advisors
Missouri
$971K +$2.73K +12 +0.3%
JWBC
1109
John W. Brooker & Co
California
$971K – – –
MIC
1110
Meridian Investment Counsel
California
$971K +$126K +555 +16%
BRIA
1111
Balanced Rock Investment Advisors
Massachusetts
$967K -$3.18K -14 -0.3%
WTFG
1112
Wells Trecaso Financial Group
Ohio
$964K +$85.7K +377 +10%
DWS
1113
Discipline Wealth Solutions
South Carolina
$962K +$188K +827 +26%
BFA
1114
Beaumont Financial Advisors
Massachusetts
$957K – – –
CWM
1115
Cahill Wealth Management
Michigan
$957K +$1.14K +5 +0.1%
LDB
1116
Lee, Danner & Bass
Tennessee
$956K -$2.27K -10 -0.2%
SWM
1117
SFG Wealth Management
Maryland
$952K -$19.3K -85 -2%
LPAM
1118
Lodestar Private Asset Management
California
$951K -$3.64K -16 -0.4%
UB
1119
UMB Bank
Missouri
$951K +$909 +4 +0.1%
RWA
1120
River Wealth Advisors
Pennsylvania
$949K -$10.2K -45 -1%
VFIC
1121
Valley Forge Investment Consultants
Pennsylvania
$941K +$57.9K +255 +7%
BWA
1122
Bordeaux Wealth Advisors
California
$935K +$33.6K +148 +4%
BFM
1123
Boston Financial Management
Massachusetts
$934K -$10.2K -45 -1%
ECM
1124
Exchange Capital Management
Michigan
$932K -$64.8K -285 -7%
FA
1125
FC Advisory
Pennsylvania
$924K +$170K +748 +24%
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