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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
AWP
1301
Abacus Wealth Partners
California
$752K +$708K +3,172 New
PCH
1302
PGIM Custom Harvest
New Jersey
$746K -$57.8K -259 -8%
LI
1303
LRI Investments
Florida
$745K – – –
TC
1304
Truvestments Capital
Florida
$743K – – –
PD
1305
Planning Directions
Pennsylvania
$739K -$27.4K -123 -4%
FNB
1306
Farmers National Bank
Kentucky
$736K -$223 -1 -0%
MAM
1307
Madison Asset Management
Wisconsin
$736K – – –
HIA
1308
Harbor Investment Advisory
Maryland
$733K -$299K -1,341 -30%
FC
1309
Family CFO
California
$733K +$26.8K +120 +4%
PCG
1310
Prosperity Consulting Group
Maryland
$733K -$1.68M -7,514 -71%
BMCM
1311
Bryn Mawr Capital Management
Pennsylvania
$733K -$29.7K -133 -4%
IA
1312
IFG Advisory
Georgia
$732K +$4.46K +20 +0.7%
PPA
1313
Pacific Point Advisors
California
$732K -$6.92K -31 -1%
GAM
1314
GEM Asset Management
Michigan
$731K +$174K +781 +35%
TWM
1315
Trevian Wealth Management
Massachusetts
$731K – – –
BONH
1316
Bank of New Hampshire
New Hampshire
$730K -$97.9K -439 -12%
CWMK
1317
Caliber Wealth Management (Kansas)
Kansas
$729K -$278K -1,248 -29%
IA
1318
Integrity Alliance
Iowa
$726K -$95.5K -428 -12%
GWS
1319
Glassman Wealth Services
Virginia
$722K – – –
EFA
1320
Evernest Financial Advisors
Indiana
$721K +$8.03K +36 +1%
NG
1321
Northstar Group
New York
$716K -$5.13K -23 -0.8%
MSA
1322
Marathon Strategic Advisors
Pennsylvania
$709K – – –
FC
1323
Fairscale Capital
New Hampshire
$708K +$1.78K +8 +0.3%
SW
1324
Simplicity Wealth
New Jersey
$702K -$684K -3,066 -51%
EWM
1325
Elevatus Welath Management
New York
$700K +$380K +1,705 +136%
51 52
53
54 55