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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
PCH
1326
PGIM Custom Harvest
New Jersey
$319K -$2.46K -13 -0.8%
FFA
1327
First Foundation Advisors
California
$318K +$302K +1,600 New
TVWM
1328
Tower View Wealth Management
Wisconsin
$318K -$147K -780 -33%
PSP
1329
Pacific Sage Partners
Washington
$317K – – –
WA
1330
WealthTrust Axiom
Pennsylvania
$316K – – –
DACG
1331
Donor Advised Charitable Giving
California
$312K -$7.94K -42 -3%
EWM
1332
Elmwood Wealth Management
California
$312K +$189 +1 +0.1%
CC
1333
Callan Capital
California
$312K +$22.3K +118 +8%
DLCIG
1334
D.L. Carlson Investment Group
New Hampshire
$311K – – –
B
1335
Bridgeworth
Alabama
$310K +$71.8K +380 +32%
SXL
1336
Summit X LLC
Missouri
$310K +$10.4K +55 +4%
CD
1337
Chapin Davis
Maryland
$309K +$2.27K +12 +0.8%
ECM
1338
EagleClaw Capital Management
Massachusetts
$308K – – –
CT
1339
Caldwell Trust
Florida
$307K +$88.8K +470 +44%
MPCL
1340
My Personal CFO LLC
Washington
$304K +$378 +2 +0.1%
RCG
1341
Resource Consulting Group
Florida
$303K – – –
TC
1342
Trilogy Capital
California
$303K -$359K -1,902 -56%
DDC
1343
DF Dent & Co
Maryland
$300K – – –
C
1344
Certuity
Florida
$300K -$222K -1,177 -44%
DA
1345
Drake & Associates
Wisconsin
$299K +$13.2K +70 +5%
BHWM
1346
Bar Harbor Wealth Management
New Hampshire
$297K +$5.48K +29 +2%
WW
1347
Waterfront Wealth
Kansas
$296K -$55.6K -294 -17%
SKK
1348
Shepherd Kaplan Krochuk
Massachusetts
$296K -$80.3K -425 -22%
HIG
1349
Heritage Investment Group
Florida
$295K – – –
LA
1350
LexAurum Advisors
Kansas
$295K -$43.1K -228 -13%
52 53
54
55 56