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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
TFGT
1326
TS Financial Group (TSFG)
Illinois
$263K -$10.3K -49 -4%
ST
1327
Spinnaker Trust
Maine
$263K – – –
FNWM
1328
Financial Network Wealth Management
Utah
$262K +$1.47K +7 +0.6%
LMKC
1329
L.M. Kohn & Company
Ohio
$260K +$257K +1,220 New
LHWM
1330
Lake Hills Wealth Management
Texas
$258K -$453K -2,152 -64%
IAG
1331
Investmark Advisory Group
Connecticut
$258K – – –
LOPW
1332
Live Oak Private Wealth
North Carolina
$258K – – –
NB
1333
Nicolet Bankshares
Wisconsin
$258K +$25.9K +123 +11%
BOPW
1334
Brandywine Oak Private Wealth
Pennsylvania
$257K – – –
LRPA
1335
L. Roy Papp & Associates
Arizona
$257K +$254K +1,207 New
BWM
1336
BigSur Wealth Management
Florida
$255K – – –
MWM
1337
Minot Wealth Management
Massachusetts
$255K – – –
GC
1338
Grimes & Company
Massachusetts
$251K -$16.4K -78 -6%
SBIA
1339
Sheaff Brock Investment Advisors
Indiana
$251K -$4K -19 -2%
BHWM
1340
Bar Harbor Wealth Management
New Hampshire
$251K – – –
TBWA
1341
Three Bridge Wealth Advisors
California
$251K +$249K +1,182 New
RWM
1342
Raffa Wealth Management
District of Columbia
$251K +$632 +3 +0.3%
PCMK
1343
Paragon Capital Management (Kansas)
Kansas
$249K -$82.7K -393 -25%
DCM
1344
Donaldson Capital Management
Indiana
$249K – – –
BHTS
1345
Bar Harbor Trust Services
Maine
$249K +$247K +1,171 New
AMIM
1346
Aull & Monroe Investment Management
Alabama
$248K – – –
RFN
1347
Redwood Financial Network
Ohio
$248K +$245K +1,166 New
GIA
1348
GHP Investment Advisors
Colorado
$247K +$211 +1 +0.1%
FWM
1349
Fortress Wealth Management
California
$246K -$3.58K -17 -1%
WDL
1350
Well Done LLC
Michigan
$246K +$2.53K +12 +1%
52 53
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55 56