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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
MAWA
1401
Moss Adams Wealth Advisors
Washington
$811K – – –
MPW
1402
MA Private Wealth
California
$805K -$9.74K -36 -1%
HFS
1403
Howard Financial Services
Texas
$803K +$830K +3,067 New
KIM
1404
Kestra Investment Management
Texas
$800K +$271K +1,002 +49%
BWM
1405
Birchcreek Wealth Management
Ohio
$798K -$46K -170 -5%
CAG
1406
Carroll Advisory Group
Texas
$796K -$415K -1,534 -34%
MSA
1407
Marathon Strategic Advisors
Pennsylvania
$794K -$541 -2 -0.1%
FIM
1408
Freedom Investment Management
Connecticut
$789K -$40.6K -150 -5%
ISFAN
1409
Investor's Fiduciary Advisor Network
Washington
$788K +$13K +48 +2%
PWW
1410
Pettyjohn Wood & White
Virginia
$787K -$3.79K -14 -0.5%
AWE
1411
Avidian Wealth Enterprises
Texas
$785K +$54.1K +200 +7%
BIG
1412
Brooklyn Investment Group
New York
$784K +$274K +1,013 +51%
CWP
1413
Clark Wealth Partners
Illinois
$784K – – –
BRPW
1414
Ballast Rock Private Wealth
South Carolina
$781K +$136K +501 +20%
JCM
1415
J2 Capital Management
Michigan
$781K +$44.1K +163 +6%
FFG
1416
Fiduciary Financial Group
California
$776K +$25.7K +95 +3%
TC
1417
Truvestments Capital
Florida
$772K +$21.6K +80 +3%
EL
1418
EWA LLC
Pennsylvania
$770K -$181K -669 -19%
ATS
1419
Ashton Thomas Securities
New York
$770K -$4.33K -16 -0.5%
AGP
1420
Aspire Growth Partners
Florida
$769K +$118K +437 +17%
WFA
1421
Wellspring Financial Advisors
Ohio
$767K -$172K -637 -18%
FC
1422
Fairscale Capital
New Hampshire
$766K – – –
CWM
1423
Concentrum Wealth Management
California
$764K +$789K +2,917 New
AWA
1424
Amplius Wealth Advisors
Pennsylvania
$764K +$1.89K +7 +0.2%
PCH
1425
PGIM Custom Harvest
New Jersey
$764K +$91.7K +339 +13%
55 56
57
58 59