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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
DFA
1326
DHJJ Financial Advisors
Illinois
$223K – – –
BPFA
1327
Barnes Pettey Financial Advisors
Mississippi
$223K +$246K +1,302 New
GKWIM
1328
Gerber Kawasaki Wealth & Investment Management
California
$223K +$247K +1,306 New
AIC
1329
Archer Investment Corporation
Indiana
$222K +$189 +1 +0.1%
4FG
1330
4Thought Financial Group
New York
$222K -$9.44K -50 -4%
BMO
1331
Beck Mack & Oliver
New York
$222K – – –
GWANC
1332
Guardian Wealth Advisors (North Carolina)
North Carolina
$222K +$201K +1,062 +446%
WFG
1333
Wills Financial Group
Virginia
$221K – – –
SFA
1334
Semmax Financial Advisors
North Carolina
$218K -$1.77M -9,396 -89%
CAM
1335
Covenant Asset Management
New Jersey
$218K – – –
NAM
1336
NTV Asset Management
West Virginia
$218K – – –
CA
1337
Cornerstone Advisory
Maryland
$218K +$7.55K +40 +3%
GEA
1338
Glen Eagle Advisors
New Jersey
$217K -$9.44K -50 -4%
FNWM
1339
Financial Network Wealth Management
Utah
$216K -$29.6K -157 -11%
PWM
1340
PBMares Wealth Management
Virginia
$216K +$3.96K +21 +2%
LRPA
1341
L. Roy Papp & Associates
Arizona
$214K +$5.66K +30 +2%
CPFP
1342
Clear Perspectives Financial Planning
Ohio
$212K -$37.6K -199 -14%
OC
1343
Oarsman Capital
Wisconsin
$212K – – –
IFWM
1344
Institute for Wealth Management
Colorado
$211K – – –
APP
1345
Avantax Planning Partners
Iowa
$209K -$566 -3 -0.2%
IAG
1346
Investmark Advisory Group
Connecticut
$208K – – –
LOPW
1347
Live Oak Private Wealth
North Carolina
$208K – – –
NB
1348
Nicolet Bankshares
Wisconsin
$208K – – –
LWCFA
1349
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$206K – – –
BCMLT
1350
Beacon Capital Management LLC (Tennessee)
Tennessee
$206K +$10K +53 +5%
52 53
54
55 56