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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1401
Concentrum Wealth Management
California
$954K +$65.6K +229 +8%
SC
1402
Searle & Co
Connecticut
$954K +$92.6K +323 +11%
NG
1403
Northstar Group
New York
$951K – – –
KFAS
1404
Keating Financial Advisory Services
Kansas
$951K -$75.9K -265 -8%
BSB
1405
Bangor Savings Bank
Maine
$948K -$2.01K -7 -0.2%
EFA
1406
Evernest Financial Advisors
Indiana
$946K – – –
RTC
1407
Riverview Trust Company
Washington
$945K -$238K -830 -21%
MCP
1408
Miller Capital Partners
Michigan
$939K – – –
HFS
1409
Howard Financial Services
Texas
$930K – – –
EW
1410
Elyxium Wealth
California
$928K -$21.8K -76 -2%
BA
1411
Bridgewater Advisors
New York
$926K -$20.1K -70 -2%
NP
1412
Nilsine Partners
Colorado
$926K +$10.3K +36 +1%
AIM
1413
Athena Investment Management
California
$926K -$151K -527 -15%
FCIM
1414
Fairview Capital Investment Management
California
$922K +$279K +975 +47%
AGP
1415
Aspire Growth Partners
Florida
$922K +$30.1K +105 +4%
CAG
1416
Carroll Advisory Group
Texas
$921K – – –
AMM
1417
American Money Management
California
$921K -$103K -359 -11%
MSA
1418
Marathon Strategic Advisors
Pennsylvania
$917K -$2.58K -9 -0.3%
SEP
1419
Southland Equity Partners
Missouri
$916K -$102K -355 -11%
HI
1420
Human Investing
Oregon
$915K -$91.4K -319 -10%
TFA
1421
Transamerica Financial Advisors
Florida
$911K +$273K +951 +46%
CWP
1422
Clark Wealth Partners
Illinois
$907K – – –
LL
1423
LPWM LLC
Minnesota
$904K +$132K +459 +18%
PCM
1424
Passive Capital Management
Maryland
$903K – – –
DM
1425
Diversified Management
Wisconsin
$901K +$30.4K +106 +4%
55 56
57
58 59