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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
QPWM
1376
Quadrant Private Wealth Management
Pennsylvania
$440K +$441K +2,008 New
PCM
1377
Passive Capital Management
Maryland
$439K -$13.6K -62 -3%
IWP
1378
IAG Wealth Partners
Wisconsin
$438K +$218K +994 +98%
VNA
1379
Valley National Advisers
Pennsylvania
$436K -$46.6K -212 -10%
GWM
1380
Geneos Wealth Management
Colorado
$435K +$29.6K +135 +7%
NPF
1381
Norris Perne & French
Michigan
$434K – – –
ONB
1382
Old National Bancorp
Indiana
$433K – – –
HIG
1383
Heritage Investment Group
Florida
$433K – – –
HGWM
1384
Horst & Graben Wealth Management
Oregon
$432K +$113K +515 +35%
TDC
1385
Thompson Davis & Co
Virginia
$432K +$5.27K +24 +1%
RW
1386
Rede Wealth
Virginia
$430K +$8.35K +38 +2%
RIA
1387
Realta Investment Advisors
Delaware
$429K -$89.4K -407 -17%
HSA
1388
HBK Sorce Advisory
Pennsylvania
$427K +$19.5K +89 +5%
HIM
1389
Harbour Investment Management
Washington
$427K – – –
FTDI
1390
First Trust Direct Indexing
Massachusetts
$425K +$135K +614 +46%
LWM
1391
Lodestone Wealth Management
Washington
$425K -$3.29K -15 -0.8%
EFN
1392
Equita Financial Network
Pennsylvania
$424K +$38.4K +175 +10%
GAM
1393
GEM Asset Management
Michigan
$424K -$10.3K -47 -2%
KCPG
1394
Kavar Capital Partners Group
Kansas
$423K +$30.5K +139 +8%
MPW
1395
Melone Private Wealth
Michigan
$422K – – –
ACM
1396
Advisors Capital Management
New Jersey
$421K -$309K -1,408 -42%
BWL
1397
Bogart Wealth LLC
Virginia
$421K -$68.3K -311 -14%
BW
1398
Bison Wealth
Georgia
$421K – – –
MIC
1399
Means Investment Company
Maine
$421K -$32.7K -149 -7%
GP
1400
Girard Partners
Pennsylvania
$419K +$35.1K +160 +9%
54 55
56
57 58