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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
1301
McCarthy Asset Management
California
$335K +$996 +5 +0.3%
HGWM
1302
Horst & Graben Wealth Management
Oregon
$333K +$598 +3 +0.2%
TWM
1303
Tolleson Wealth Management
Texas
$333K – – –
EWM
1304
Evergreen Wealth Management
Michigan
$333K -$206K -1,035 -37%
TCWM
1305
Total Clarity Wealth Management
Illinois
$332K -$1.59K -8 -0.5%
PCMK
1306
Paragon Capital Management (Kansas)
Kansas
$331K +$996 +5 +0.3%
IPW
1307
Impact Partnership Wealth
Georgia
$330K -$8.98M -45,051 -96%
SFO
1308
Stokes Family Office
Louisiana
$328K -$41.6K -209 -11%
KL
1309
KWMG LLC
Kansas
$328K -$37.1K -186 -10%
TW
1310
TrinityPoint Wealth
Connecticut
$328K +$398 +2 +0.1%
BW
1311
Bison Wealth
Georgia
$328K +$11.8K +59 +4%
CWS
1312
Confluence Wealth Services
Pennsylvania
$325K +$2.99K +15 +0.9%
CT
1313
Caldwell Trust
Florida
$325K +$34.9K +175 +11%
CC
1314
Cannell & Co
New York
$320K +$55.4K +278 +20%
MWA
1315
Monograph Wealth Advisors
California
$319K +$336K +1,686 New
ECG
1316
EPIQ Capital Group
California
$318K +$1.2K +6 +0.4%
GP
1317
Girard Partners
Pennsylvania
$317K -$2.59K -13 -0.8%
GKWIM
1318
Gerber Kawasaki Wealth & Investment Management
California
$315K -$19.5K -98 -6%
IA
1319
IFG Advisory
Georgia
$315K +$332K +1,664 New
IWA
1320
Inspirion Wealth Advisors
Illinois
$314K -$5.58K -28 -2%
CAM
1321
Carret Asset Management
New York
$311K – – –
LWM
1322
Lodestone Wealth Management
Washington
$310K -$22.9K -115 -7%
SWRP
1323
Summit Wealth & Retirement Planning
California
$310K – – –
TFA
1324
Triad Financial Advisors
North Carolina
$309K -$6.97K -35 -2%
MC
1325
Middleton & Co
Massachusetts
$308K -$9.96K -50 -3%
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