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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
TPWA
1226
Twin Peaks Wealth Advisors
California
$669K +$129K +601 +26%
GWS
1227
Glassman Wealth Services
Virginia
$669K -$26.9K -125 -4%
CI
1228
Chartist Inc
California
$664K -$8.82K -41 -1%
BCM
1229
Becker Capital Management
Oregon
$662K – – –
TC
1230
TAP Consulting
Missouri
$661K -$43.7K -203 -7%
LWM
1231
Lyell Wealth Management
California
$660K -$17.2K -80 -3%
AGC
1232
Aspen Grove Capital
Colorado
$657K +$39.6K +184 +7%
FWM
1233
Fingerlakes Wealth Management
New York
$657K +$1.72K +8 +0.3%
ITB
1234
Idaho Trust Bank
Idaho
$657K +$618K +2,872 New
EL
1235
EWA LLC
Pennsylvania
$656K +$1.51K +7 +0.2%
PCH
1236
PGIM Custom Harvest
New Jersey
$654K +$325K +1,509 +111%
CFP
1237
Catalyst Financial Partners
Massachusetts
$654K -$3.23K -15 -0.5%
BST
1238
Bath Savings Trust
Maine
$651K +$43.2K +201 +8%
VWM
1239
Venturi Wealth Management
Texas
$648K -$3.44K -16 -0.6%
TH
1240
Team Hewins
California
$646K – – –
FC
1241
Family CFO
California
$646K – – –
WWMSC
1242
Wagner Wealth Management (South Carolina)
South Carolina
$643K +$7.96K +37 +1%
WFA
1243
Websterrogers Financial Advisors
South Carolina
$641K -$9.46K -44 -2%
TCG
1244
Transcendent Capital Group
Oklahoma
$637K -$10.3K -48 -2%
AM
1245
Atwater Malick
Pennsylvania
$634K – – –
EWM
1246
Elevatus Welath Management
New York
$633K +$253K +1,175 +74%
AT
1247
Avalon Trust
New Mexico
$633K – – –
PI
1248
Pachira Investments
California
$628K +$19.8K +92 +3%
FNB
1249
Farmers National Bank
Kentucky
$627K -$39.4K -183 -6%
CCA
1250
Cobblestone Capital Advisors
New York
$627K – – –
48 49
50
51 52