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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
BFO
1176
Biltmore Family Office
North Carolina
$1.02M – – –
OWA
1177
Oak Wealth Advisors
Illinois
$1.01M +$1.04M +4,213 New
FFA
1178
Florida Financial Advisors
Florida
$1.01M +$419K +1,701 +68%
FAN
1179
Financial Advisors Network
California
$1.01M +$1.03M +4,189 New
IWB
1180
Innovative Wealth Building
Maryland
$1M +$1.02M +4,163 New
CPSAC
1181
Chas P. Smith & Associates (CPS)
Florida
$998K – – –
AL
1182
ACAS LLC
California
$997K -$115K -469 -11%
DI
1183
Disciplined Investments
Oklahoma
$996K +$984 +4 +0.1%
TI
1184
Tidal Investments
Wisconsin
$994K +$1.02M +4,138 New
LPAM
1185
Lodestar Private Asset Management
California
$992K +$28.8K +117 +3%
1SB
1186
1ST Source Bank
Indiana
$989K – – –
HNWAG
1187
High Net Worth Advisory Group
Florida
$987K +$152K +617 +18%
RTC
1188
Riverview Trust Company
Washington
$984K -$41.3K -168 -4%
LWM
1189
Luminvest Wealth Management
Arizona
$982K +$738 +3 +0.1%
DSA
1190
Droms Strauss Advisors
Missouri
$980K -$4.18K -17 -0.4%
WIA
1191
Wealthedge Investment Advisors
New York
$979K +$1M +4,074 New
WTFG
1192
Wells Trecaso Financial Group
Ohio
$977K +$1.23K +5 +0.1%
TF
1193
TME Financial
California
$974K +$1.01M +4,106 New
LDB
1194
Lee, Danner & Bass
Tennessee
$968K +$246 +1 +0%
MAM
1195
McLean Asset Management
Virginia
$968K -$1.16M -4,699 -54%
CWM
1196
Cahill Wealth Management
Michigan
$967K -$1.72K -7 -0.2%
BOJHT
1197
Bank of Jackson Hole Trust
Wyoming
$967K +$990K +4,024 New
NFC
1198
Northeast Financial Consultants
Connecticut
$966K +$282K +1,146 +40%
WCM
1199
Washburn Capital Management
Florida
$963K +$499K +2,030 +103%
VFIC
1200
Valley Forge Investment Consultants
Pennsylvania
$961K +$7.63K +31 +0.8%
46 47
48
49 50