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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
CPRPA
1126
Cerity Partners Retirement Plan Advisors
New York
$1.43M +$1.48M +5,466 New
SWM
1127
Spire Wealth Management
Virginia
$1.43M -$79.8K -295 -5%
FHC
1128
First Horizon Corporation
Tennessee
$1.43M +$62.5K +231 +4%
DFC
1129
DBK Financial Counsel
Ohio
$1.43M -$19.2K -71 -1%
LWM
1130
Lionshead Wealth Management
New York
$1.42M +$66.3K +245 +5%
CFG
1131
Cooper Financial Group
California
$1.41M +$228K +844 +19%
AGP
1132
Autumn Glory Partners
Texas
$1.41M – – –
DWM
1133
Defined Wealth Management
Oregon
$1.41M +$13.8K +51 +1%
KWMG
1134
King Wealth Management Group
Florida
$1.41M – – –
AP
1135
Anchyra Partners
Georgia
$1.4M +$135K +500 +10%
BAH
1136
Beacon Advisors Holdings
Texas
$1.4M – – –
CW
1137
Cabot-Wellington
Massachusetts
$1.4M +$1.89K +7 +0.1%
TWM
1138
Topsail Wealth Management
North Carolina
$1.4M -$106K -390 -7%
CAM
1139
Cidel Asset Management
Ontario, Canada
$1.4M -$23.5K -87 -2%
SWM
1140
Selby Wealth Management
California
$1.39M -$28.7K -106 -2%
SGI
1141
Summit Global Investments
Utah
$1.39M +$1.11M +4,104 +339%
WAM
1142
WealthTrust Asset Management
Florida
$1.39M -$9.2K -34 -0.6%
OWA
1143
Oak Wealth Advisors
Illinois
$1.39M – – –
CIC
1144
Carnegie Investment Counsel
Ohio
$1.38M -$56.3K -208 -4%
GSIS
1145
Global Strategic Investment Solutions
Arizona
$1.37M +$2.71K +10 +0.2%
CF
1146
Claris Financial
Virginia
$1.37M +$110K +407 +8%
GSF
1147
Grove Street Fiduciary
New Hampshire
$1.36M – – –
BDFN
1148
Bond & Devick Financial Network
Minnesota
$1.36M -$30K -111 -2%
TFA
1149
Trinity Financial Advisors
Ohio
$1.36M -$4.6K -17 -0.3%
FI
1150
FIDELIS iM
Oregon
$1.36M – – –
44 45
46
47 48