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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
GWA
1126
Geometric Wealth Advisors
District of Columbia
$812K +$573K +2,610 +234%
VFIC
1127
Valley Forge Investment Consultants
Pennsylvania
$809K -$134K -609 -14%
DL
1128
DOHJ LLC
Washington
$806K -$143K -649 -15%
EWA
1129
Etesian Wealth Advisors
Oregon
$806K -$40.8K -186 -5%
WTFG
1130
Wells Trecaso Financial Group
Ohio
$804K -$2.2K -10 -0.3%
MC
1131
Montag & Caldwell
Georgia
$800K +$4.39K +20 +0.5%
LFS
1132
Lutz Financial Services
Nebraska
$788K – – –
RWM
1133
Revisor Wealth Management
Ohio
$788K +$557K +2,536 +236%
SOAG
1134
Silver Oak Advisory Group
Oregon
$784K – – –
BBPWM
1135
Blue Bell Private Wealth Management
Pennsylvania
$782K +$4.39K +20 +0.6%
BONH
1136
Bank of New Hampshire
New Hampshire
$782K -$49.2K -224 -6%
MIC
1137
Meridian Investment Counsel
California
$771K +$240K +1,095 +45%
SEP
1138
Southland Equity Partners
Missouri
$770K +$3.95K +18 +0.5%
TI
1139
Truepoint Inc
Ohio
$769K +$14.5K +66 +2%
VWM
1140
Vigilare Wealth Management
Arizona
$768K +$774K +3,523 New
PFBT
1141
Parkside Financial Bank & Trust
Missouri
$768K -$37.3K -170 -5%
SF
1142
Safeguard Financial
Wisconsin
$767K +$1.1K +5 +0.1%
SPWM
1143
Schrum Private Wealth Management
Florida
$764K -$4.39K -20 -0.6%
OMC
1144
Old Mission Capital
Illinois
$763K +$769K +3,500 New
TCBWMS
1145
Texas Capital Bank Wealth Management Services
Texas
$758K +$231K +1,050 +43%
TPI
1146
Trust Point Inc
Wisconsin
$758K – – –
ACA
1147
Atlas Capital Advisors
Wyoming
$756K -$81.3K -370 -10%
FWIA
1148
Fort Washington Investment Advisors
Ohio
$756K +$28.3K +129 +4%
HWP
1149
Hibernia Wealth Partners
Louisiana
$756K +$173K +790 +30%
OIA
1150
Optimum Investment Advisors
Illinois
$756K -$74.7K -340 -9%
44 45
46
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