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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
1176
Cohen Investment Advisors
New Hampshire
$1.54M +$62.5K +218 +4%
PWM
1177
Paulson Wealth Management
Illinois
$1.53M -$1.15K -4 -0.1%
SFP
1178
SwitchPoint Financial Planning
Utah
$1.53M -$15.5K -54 -1%
DFC
1179
DBK Financial Counsel
Ohio
$1.53M -$118K -412 -8%
TAFW
1180
Tred Avon Family Wealth
Maryland
$1.52M -$490K -1,710 -25%
ORC
1181
O'Rourke & Company
Massachusetts
$1.51M +$12K +42 +0.8%
SFG
1182
Sunburst Financial Group
Alabama
$1.51M -$11.5K -40 -0.8%
HAM
1183
Harmony Asset Management
Arizona
$1.5M +$70.8K +247 +5%
AC
1184
Addison Capital
Pennsylvania
$1.5M +$48.1K +168 +4%
KFP
1185
Kroeger Financial Partners
California
$1.5M +$1.42M +4,943 New
BTI
1186
Blue Trust Inc
Georgia
$1.49M -$1.3M -4,535 -48%
HC
1187
Hourglass Capital
Texas
$1.49M – – –
CP
1188
Camelot Portfolios
Ohio
$1.49M -$26.4K -92 -2%
NSIM
1189
North Star Investment Management
Illinois
$1.49M -$41K -143 -3%
MWM
1190
MorganRosel Wealth Management
Colorado
$1.48M +$131K +457 +10%
TFCP
1191
Twin Focus Capital Partners
Massachusetts
$1.48M -$39K -136 -3%
CWMGP
1192
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.48M -$4.3K -15 -0.3%
SFP
1193
Strategic Financial Partners
Oregon
$1.48M – – –
GK
1194
Graney & King
New York
$1.48M +$53.6K +187 +4%
KCM
1195
Kennicott Capital Management
California
$1.47M -$10.3K -36 -0.7%
VC
1196
Vicus Capital
Pennsylvania
$1.47M +$573 +2 +0%
GP
1197
GLR Partners
Maryland
$1.46M +$92.9K +324 +7%
SHFA
1198
SC&H Financial Advisors
Maryland
$1.46M -$16.6K -58 -1%
LC
1199
Lincoln Capital
Nebraska
$1.46M +$125K +435 +10%
NAMNJ
1200
NorthStar Asset Management (New Jersey)
New Jersey
$1.45M +$24.1K +84 +2%
46 47
48
49 50