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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
1176
Forefront Analytics
Pennsylvania
$1.02M -$52.2K -212 -5%
BFO
1177
Biltmore Family Office
North Carolina
$1.02M – – –
OWA
1178
Oak Wealth Advisors
Illinois
$1.01M +$1.04M +4,213 New
FFA
1179
Florida Financial Advisors
Florida
$1.01M +$419K +1,701 +68%
FAN
1180
Financial Advisors Network
California
$1.01M +$1.03M +4,189 New
IWB
1181
Innovative Wealth Building
Maryland
$1M +$1.02M +4,163 New
CPSAC
1182
Chas P. Smith & Associates (CPS)
Florida
$998K – – –
AL
1183
ACAS LLC
California
$997K -$115K -469 -11%
DI
1184
Disciplined Investments
Oklahoma
$996K +$984 +4 +0.1%
TI
1185
Tidal Investments
Wisconsin
$994K +$1.02M +4,138 New
LPAM
1186
Lodestar Private Asset Management
California
$992K +$28.8K +117 +3%
1SB
1187
1ST Source Bank
Indiana
$989K – – –
HNWAG
1188
High Net Worth Advisory Group
Florida
$987K +$152K +617 +18%
RTC
1189
Riverview Trust Company
Washington
$984K -$41.3K -168 -4%
LWM
1190
Luminvest Wealth Management
Arizona
$982K +$738 +3 +0.1%
DSA
1191
Droms Strauss Advisors
Missouri
$980K -$4.18K -17 -0.4%
WIA
1192
Wealthedge Investment Advisors
New York
$979K +$1M +4,074 New
WTFG
1193
Wells Trecaso Financial Group
Ohio
$977K +$1.23K +5 +0.1%
TF
1194
TME Financial
California
$974K +$1.01M +4,106 New
LDB
1195
Lee, Danner & Bass
Tennessee
$968K +$246 +1 +0%
MAM
1196
McLean Asset Management
Virginia
$968K -$1.16M -4,699 -54%
CWM
1197
Cahill Wealth Management
Michigan
$967K -$1.72K -7 -0.2%
BOJHT
1198
Bank of Jackson Hole Trust
Wyoming
$967K +$990K +4,024 New
NFC
1199
Northeast Financial Consultants
Connecticut
$966K +$282K +1,146 +40%
WCM
1200
Washburn Capital Management
Florida
$963K +$499K +2,030 +103%
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