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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
1226
Freedom Investment Management
Connecticut
$915K +$127K +516 +16%
LC
1227
Luminist Capital
Michigan
$914K +$936K +3,804 New
BWA
1228
Bordeaux Wealth Advisors
California
$911K -$36.4K -148 -4%
LW
1229
Libra Wealth
California
$910K – – –
DWS
1230
Discipline Wealth Solutions
South Carolina
$906K -$70.6K -287 -7%
ISFAN
1231
Investor's Fiduciary Advisor Network
Washington
$901K +$923K +3,752 New
TI
1232
Truepoint Inc
Ohio
$895K -$5.91K -24 -0.6%
SVWAG
1233
Sound View Wealth Advisors Group
Georgia
$893K -$104K -422 -10%
DAS
1234
DMKC Advisory Services
Iowa
$892K +$914K +3,714 New
JSL
1235
JT Stratford LLC
Georgia
$889K +$15.7K +64 +2%
EBWM
1236
Eagle Bluffs Wealth Management
Missouri
$885K +$5.41K +22 +0.6%
MAG
1237
M3 Advisory Group
Massachusetts
$885K +$93.3K +379 +11%
MWM
1238
MorganRosel Wealth Management
Colorado
$882K +$62K +252 +7%
WA
1239
Waterford Advisors
New York
$881K -$32.5K -132 -3%
GFM
1240
GEN Financial Management
Minnesota
$877K +$898K +3,649 New
SEP
1241
Southland Equity Partners
Missouri
$876K +$2.21K +9 +0.2%
CWP
1242
Clark Wealth Partners
Illinois
$876K +$897K +3,645 New
LIA
1243
LifePlan Investment Advisors
North Carolina
$870K +$62K +252 +7%
WCM
1244
Winthrop Capital Management
Indiana
$868K – – –
VFG
1245
V2 Financial group
Illinois
$866K -$5.41K -22 -0.6%
LWM
1246
Lionshead Wealth Management
New York
$865K +$886K +3,600 New
SOAG
1247
Silver Oak Advisory Group
Oregon
$865K +$738 +3 +0.1%
MC
1248
Montag & Caldwell
Georgia
$865K -$9.84K -40 -1%
LFS
1249
Lutz Financial Services
Nebraska
$863K – – –
CIA
1250
Cohen Investment Advisors
New Hampshire
$862K +$52.7K +214 +6%
48 49
50
51 52