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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
SEP
1426
Southland Equity Partners
Missouri
$916K -$102K -355 -11%
HI
1427
Human Investing
Oregon
$915K -$91.4K -319 -10%
TFA
1428
Transamerica Financial Advisors
Florida
$911K +$273K +951 +46%
CWP
1429
Clark Wealth Partners
Illinois
$907K – – –
LL
1430
LPWM LLC
Minnesota
$904K +$132K +459 +18%
PCM
1431
Passive Capital Management
Maryland
$903K – – –
DM
1432
Diversified Management
Wisconsin
$901K +$30.4K +106 +4%
BWM
1433
Birchcreek Wealth Management
Ohio
$897K -$25.2K -88 -3%
EL
1434
EWA LLC
Pennsylvania
$894K +$2.29K +8 +0.3%
JCM
1435
J2 Capital Management
Michigan
$892K -$10.3K -36 -1%
CCA
1436
Collaborative Capital Advisors
New York
$891K +$843K +2,941 New
MPCG
1437
Matrix Private Capital Group
New York
$891K +$12K +42 +1%
FC
1438
Fairscale Capital
New Hampshire
$886K – – –
FIM
1439
Freedom Investment Management
Connecticut
$883K -$28.1K -98 -3%
JBC
1440
Jefferson Bridge Capital
Tennessee
$879K -$102K -356 -11%
C
1441
Certuity
Florida
$878K – – –
RT
1442
Rockland Trust
Massachusetts
$877K +$3.44K +12 +0.4%
PWW
1443
Pettyjohn Wood & White
Virginia
$875K -$33.8K -118 -4%
RIL
1444
Rothschild Investment LLC
Illinois
$874K +$77.1K +269 +10%
AIC
1445
Allodium Investment Consultants
Minnesota
$873K +$573 +2 +0.1%
SC
1446
Solstein Capital
California
$869K +$2.58K +9 +0.3%
HIA
1447
Harbor Investment Advisory
Maryland
$868K – – –
PPW
1448
Parcion Private Wealth
Washington
$868K +$227K +793 +38%
WAG
1449
Windsor Advisory Group
Ohio
$867K +$820K +2,862 New
TP
1450
Thayer Partners
Pennsylvania
$867K +$108K +377 +15%
56 57
58
59 60