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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
WC
1301
Waterloo Capital
Texas
$723K +$5.01K +21 +0.6%
ATI
1302
ARK & TLK Investments
Oklahoma
$720K – – –
MPCG
1303
Matrix Private Capital Group
New York
$719K – – –
PD
1304
Planning Directions
Pennsylvania
$718K -$32.7K -137 -4%
GSWM
1305
Golden State Wealth Management
California
$718K -$17.9K -75 -2%
BMCM
1306
Bryn Mawr Capital Management
Pennsylvania
$715K -$518K -2,167 -40%
SOAG
1307
Silver Oak Advisory Group
Oregon
$712K -$93.9K -393 -11%
JCM
1308
J2 Capital Management
Michigan
$709K +$58.7K +246 +8%
ZBNA
1309
Zions Bancorporation, National Association
Utah
$708K +$763K +3,195 New
AGC
1310
Aspen Grove Capital
Colorado
$706K +$9.79K +41 +1%
WCF
1311
West Coast Financial
California
$700K – – –
LI
1312
LRI Investments
Florida
$697K +$562K +2,353 +298%
SIM
1313
Stratos Investment Management
Ohio
$696K -$4.54K -19 -0.6%
TC
1314
Truvestments Capital
Florida
$695K +$677K +2,834 +938%
FPW
1315
Flywheel Private Wealth
California
$693K -$25.3K -106 -3%
PPA
1316
Pacific Point Advisors
California
$692K +$50.6K +212 +7%
FNB
1317
Farmers National Bank
Kentucky
$689K +$32.5K +136 +5%
MAM
1318
Madison Asset Management
Wisconsin
$689K – – –
AWP
1319
Astra Wealth Partners
New Jersey
$686K +$27.2K +114 +4%
EL
1320
EWA LLC
Pennsylvania
$684K -$24.1K -101 -3%
TWM
1321
Trevian Wealth Management
Massachusetts
$684K -$4.78K -20 -0.6%
PMFA
1322
Plante Moran Financial Advisors
Michigan
$683K -$478 -2 -0.1%
IA
1323
IFG Advisory
Georgia
$681K +$10.5K +44 +1%
TI
1324
Truepoint Inc
Ohio
$681K -$156K -654 -18%
GI
1325
GAMMA Investing
California
$680K +$635K +2,657 +646%
51 52
53
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