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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
DFG
1326
Delta Financial Group
New Jersey
$307K +$323K +1,623 New
TAM
1327
Tocqueville Asset Management
New York
$306K – – –
CT
1328
Clearstead Trust
Maine
$306K -$18.9K -95 -6%
TA
1329
Tactive Advisors
Florida
$304K +$30.9K +155 +11%
TVWM
1330
Tower View Wealth Management
Wisconsin
$304K +$1.59K +8 +0.5%
CC
1331
Callan Capital
California
$304K +$7.17K +36 +2%
CCG
1332
Coastwise Capital Group
California
$303K +$319K +1,602 New
FWM
1333
Focused Wealth Management
New York
$303K -$181K -908 -36%
PSP
1334
Pacific Sage Partners
Washington
$302K – – –
WA
1335
WealthTrust Axiom
Pennsylvania
$301K – – –
HSA
1336
HBK Sorce Advisory
Pennsylvania
$301K -$193K -971 -38%
VT
1337
Vise Technologies
New York
$300K -$7.97K -40 -2%
PWAG
1338
Polaris Wealth Advisory Group
California
$298K -$63.2K -317 -17%
KFS
1339
Kelly Financial Services
Massachusetts
$298K -$80.1K -402 -20%
DACG
1340
Donor Advised Charitable Giving
California
$297K – – –
EWM
1341
Elmwood Wealth Management
California
$297K – – –
DLCIG
1342
D.L. Carlson Investment Group
New Hampshire
$295K – – –
GEA
1343
Glen Eagle Advisors
New Jersey
$294K +$46.4K +233 +18%
JWCA
1344
J.W. Coons Advisors
Ohio
$293K +$19.9K +100 +7%
ECM
1345
EagleClaw Capital Management
Massachusetts
$293K – – –
MPCL
1346
My Personal CFO LLC
Washington
$289K +$598 +3 +0.2%
LSA
1347
Lion Street Advisors
Texas
$289K -$64.4K -323 -17%
RCG
1348
Resource Consulting Group
Florida
$288K – – –
NRW
1349
Nova R Wealth
Kansas
$287K +$51.4K +258 +20%
C
1350
Certuity
Florida
$286K +$797 +4 +0.3%
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