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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
1376
Fountainhead AM
New Jersey
$649K +$664K +2,700 New
SIC
1377
Sigma Investment Counselors
Michigan
$649K +$43.6K +177 +7%
BP
1378
BBR Partners
New York
$648K +$984 +4 +0.1%
WFA
1379
Websterrogers Financial Advisors
South Carolina
$648K +$738 +3 +0.1%
MPCL
1380
My Personal CFO LLC
Washington
$646K +$2.95K +12 +0.4%
MW
1381
MBL Wealth
North Carolina
$643K – – –
DCM
1382
DGS Capital Management
New Jersey
$641K -$72.6K -295 -10%
AWM
1383
Accel Wealth Management
Iowa
$641K +$32K +130 +5%
NIA
1384
NIA Impact Advisors
California
$639K – – –
RFA
1385
Resurgent Financial Advisors
Georgia
$639K +$655K +2,660 New
CD
1386
Chapin Davis
Maryland
$638K – – –
MWA
1387
Moser Wealth Advisors
Washington
$635K +$7.14K +29 +1%
AT
1388
Avalon Trust
New Mexico
$634K -$19.7K -80 -3%
ES
1389
Eagle Strategies
New York
$634K -$1.99M -8,085 -75%
TWM
1390
Tumwater Wealth Management
Idaho
$633K +$648K +2,635 New
WWA
1391
Wingate Wealth Advisors
Massachusetts
$632K +$648K +2,632 New
AWM
1392
AllSquare Wealth Management
New York
$632K +$56.8K +231 +10%
SIS
1393
Strategic Investment Solutions
Illinois
$632K -$150K -611 -18%
CF
1394
Centaurus Financial
California
$631K +$13.5K +55 +2%
RWMH
1395
Riverpoint Wealth Management Holdings
Illinois
$631K +$4.18K +17 +0.7%
MWM
1396
Mascagni Wealth Management
Mississippi
$631K +$700K +2,845 New
AWA
1397
Adapt Wealth Advisors
Georgia
$631K -$143K -580 -18%
RGF
1398
Retirement Guys Formula
Ohio
$631K +$294K +1,193 +83%
PL
1399
Plancorp LLC
Missouri
$628K +$96K +390 +18%
FCB
1400
First County Bank
Connecticut
$626K +$76.5K +311 +14%
54 55
56
57 58