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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
ISFAN
1401
Investor's Fiduciary Advisor Network
Washington
$764K -$8.2K -32 -1%
PD
1402
Planning Directions
Pennsylvania
$762K -$48.4K -189 -6%
ATS
1403
Ashton Thomas Securities
New York
$762K +$6.41K +25 +0.9%
MAM
1404
Madison Asset Management
Wisconsin
$760K -$10.2K -40 -1%
FC
1405
Fairscale Capital
New Hampshire
$754K -$1.79K -7 -0.2%
AIM
1406
Athena Investment Management
California
$753K +$110K +428 +17%
MPCL
1407
My Personal CFO LLC
Washington
$751K +$427K +1,667 +134%
AWA
1408
Amplius Wealth Advisors
Pennsylvania
$750K +$1.02K +4 +0.1%
C
1409
Certuity
Florida
$747K – – –
AIM
1410
Advyzon Investment Management
Illinois
$745K +$58.9K +230 +9%
RDFA
1411
Ritter Daniher Financial Advisory
Ohio
$744K +$526K +2,054 +247%
RT
1412
Rockland Trust
Massachusetts
$742K +$104K +404 +16%
TC
1413
Truvestments Capital
Florida
$740K +$7.69K +30 +1%
FFG
1414
Fiduciary Financial Group
California
$739K -$89.9K -351 -11%
DM
1415
Diversified Management
Wisconsin
$738K +$733K +2,861 New
SCM
1416
Sterling Capital Management
North Carolina
$738K – – –
SC
1417
Solstein Capital
California
$735K +$715K +2,792 +4,898%
MWP
1418
Madison Wealth Partners
Wisconsin
$730K +$235K +919 +48%
MWM
1419
Mascagni Wealth Management
Mississippi
$728K +$43.3K +169 +6%
JCM
1420
J2 Capital Management
Michigan
$727K +$24.9K +97 +4%
WFAG
1421
Wescott Financial Advisory Group
Pennsylvania
$724K +$19K +74 +3%
CHA
1422
Cooper/Haims Advisors
New York
$723K +$718K +2,804 New
OWA
1423
Outlook Wealth Advisors
Texas
$723K +$50.5K +197 +8%
SIM
1424
Stratos Investment Management
Ohio
$722K +$28.4K +111 +4%
BMCM
1425
Bryn Mawr Capital Management
Pennsylvania
$722K -$69.9K -273 -9%
55 56
57
58 59