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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
KW
1301
KWB Wealth
California
$325K -$7.78K -42 -2%
CWM
1302
Congress Wealth Management
Massachusetts
$325K – – –
TWM
1303
Tolleson Wealth Management
Texas
$323K – – –
GKWIM
1304
Gerber Kawasaki Wealth & Investment Management
California
$323K +$83.8K +452 +35%
QPWM
1305
Quadrant Private Wealth Management
Pennsylvania
$322K +$325K +1,752 New
IWA
1306
Inspirion Wealth Advisors
Illinois
$321K -$8.71K -47 -3%
BCM
1307
Basso Capital Management
Connecticut
$321K +$324K +1,750 New
HC
1308
HNP Capital
New York
$319K -$6.67K -36 -2%
VRM
1309
Vectors Research Management
New York
$319K -$6.67K -36 -2%
TW
1310
TrinityPoint Wealth
Connecticut
$317K +$9.27K +50 +3%
GAM
1311
GEM Asset Management
Michigan
$317K +$320K +1,725 New
JWCA
1312
J.W. Coons Advisors
Ohio
$315K +$2.78K +15 +0.9%
TA
1313
TFB Advisors
Kansas
$314K +$317K +1,710 New
LW
1314
Linscomb Wealth
Texas
$313K +$316K +1,703 New
RW
1315
RVW Wealth
California
$312K – – –
WG
1316
Welch Group
Alabama
$310K -$161K -870 -34%
FCM
1317
Fortis Capital Management
Washington
$308K -$556K -3,001 -64%
FAG
1318
Fortitude Advisory Group
Washington
$307K +$310K +1,670 New
ECG
1319
EPIQ Capital Group
California
$305K +$1.85K +10 +0.6%
VAS
1320
Vestmark Advisory Solutions
Massachusetts
$304K -$46.5K -251 -13%
PWAG
1321
Polaris Wealth Advisory Group
California
$304K +$1.67K +9 +0.6%
LWM
1322
LJI Wealth Management
Indiana
$304K +$307K +1,654 New
MWP
1323
Madison Wealth Partners
Wisconsin
$303K -$16.1K -87 -5%
CT
1324
Cambridge Trust
Massachusetts
$303K -$76.9K -415 -20%
HIGP
1325
Hill Investment Group Partners
Missouri
$302K – – –
51 52
53
54 55