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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
WSWA
1376
Warren Street Wealth Advisors
California
$269K – – –
MWP
1377
Madison Wealth Partners
Wisconsin
$269K – – –
KW
1378
KWB Wealth
California
$269K – – –
HPC
1379
HM Payson & Co
Maine
$266K +$3.59K +18 +1%
DE
1380
Day & Ennis
Georgia
$265K +$15.3K +77 +6%
ACM
1381
Advance Capital Management
Michigan
$264K -$11.8K -59 -4%
RZH
1382
Relyea Zuckerberg Hanson
Connecticut
$263K -$10.2K -51 -4%
VFPW
1383
Vantage Financial Partners (Wisconsin)
Wisconsin
$262K -$797 -4 -0.3%
CA
1384
Cornerstone Advisory
Maryland
$260K +$3.79K +19 +1%
HI
1385
Human Investing
Oregon
$259K +$273K +1,369 New
LWM
1386
Laidlaw Wealth Management
New York
$258K -$72.7K -365 -21%
AFA
1387
Alpha Financial Advisors
North Carolina
$257K +$34.9K +175 +15%
NDSI
1388
Newman Dignan & Sheerar Inc
Rhode Island
$256K – – –
SGWM
1389
Sterling Group Wealth Management
California
$256K – – –
CG
1390
Clifford Group
Massachusetts
$255K – – –
CEI
1391
Clark Estates Inc
New York
$255K – – –
CPSC
1392
Carl P. Sherr & Co
Massachusetts
$255K – – –
DFA
1393
DHJJ Financial Advisors
Illinois
$253K – – –
KFI
1394
Key Financial Inc
Pennsylvania
$253K +$8.57K +43 +3%
AWE
1395
Avidian Wealth Enterprises
Texas
$250K +$264K +1,325 New
RMC
1396
Resources Management Corp
Connecticut
$250K -$3.79K -19 -1%
ITIM
1397
Indiana Trust & Investment Management
Indiana
$248K +$262K +1,313 New
DP
1398
DDD Partners
Washington
$247K – – –
CAM
1399
Crestone Asset Management
Colorado
$247K -$6.58K -33 -2%
WFG
1400
Wills Financial Group
Virginia
$245K – – –
54 55
56
57 58