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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
TW
1201
Transform Wealth
Colorado
$427K +$219K +1,128 +100%
BWM
1202
Birchcreek Wealth Management
Ohio
$427K -$18.8K -97 -4%
CWM
1203
Capital Wealth Management
Rhode Island
$424K -$2.64M -13,603 -86%
MA
1204
MJP Associates
Connecticut
$423K +$582 +3 +0.1%
MC
1205
Montag & Caldwell
Georgia
$417K – – –
PTC
1206
Philadelphia Trust Company
Pennsylvania
$415K – – –
HWA
1207
HHM Wealth Advisors
Tennessee
$414K +$14.5K +75 +4%
MM
1208
Meridian Management
Arkansas
$412K +$421K +2,172 New
FFM
1209
Forum Financial Management
Illinois
$411K -$43.1K -222 -9%
FCB
1210
First County Bank
Connecticut
$411K -$41.7K -215 -9%
TCM
1211
True Capital Management
California
$409K +$59.7K +308 +17%
PB
1212
Pinnacle Bancorp
Nebraska
$409K +$21.5K +111 +5%
KFS
1213
Kelly Financial Services
Massachusetts
$407K +$23.7K +122 +6%
FIB
1214
First Interstate Bank
Montana
$406K +$388 +2 +0.1%
LL
1215
LPWM LLC
Minnesota
$405K +$76K +392 +22%
AT
1216
Arden Trust
Delaware
$404K – – –
GAM
1217
Griffin Asset Management
New York
$402K +$19.4K +100 +5%
PL
1218
Plancorp LLC
Missouri
$401K -$6.01K -31 -1%
MAM
1219
Meeder Asset Management
Ohio
$401K +$17.8K +92 +5%
WDG
1220
Wealth Dimensions Group
Ohio
$401K +$1.16K +6 +0.3%
CFP
1221
Catalyst Financial Partners
Massachusetts
$401K -$525K -2,706 -56%
MW
1222
MBL Wealth
North Carolina
$395K – – –
OW
1223
Olistico Wealth
Oklahoma
$393K -$557K -2,873 -58%
WJA
1224
Willis Johnson & Associates
Texas
$393K -$114K -586 -22%
3LCM
1225
3D/L Capital Management
Connecticut
$392K -$159K -822 -28%
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