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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
1426
Bouchey Financial Group
New York
$365K -$187K -970 -36%
RZH
1427
Relyea Zuckerberg Hanson
Connecticut
$360K +$57.4K +298 +21%
CNB
1428
Camden National Bank
Maine
$360K +$46K +239 +17%
MWA
1429
Monograph Wealth Advisors
California
$360K – – –
LFA
1430
Legacy Financial Advisors
Kentucky
$359K +$325K +1,685 New
GFPC
1431
Global Financial Private Client
Florida
$358K +$234K +1,217 +263%
FCM
1432
Fortis Capital Management
Washington
$358K -$351K -1,820 -52%
KL
1433
KWMG LLC
Kansas
$356K -$12.7K -66 -4%
WFS
1434
Weitzel Financial Services
Iowa
$356K -$38.3K -199 -11%
GKWIM
1435
Gerber Kawasaki Wealth & Investment Management
California
$352K -$3.08K -16 -1%
WPWM
1436
Windward Private Wealth Management
Kansas
$352K +$71.7K +372 +29%
HCM
1437
Howland Capital Management
Massachusetts
$351K +$317K +1,647 New
TWC
1438
TD Waterhouse Canada
Ontario, Canada
$351K +$320K +1,663 New
CAM
1439
Carret Asset Management
New York
$351K – – –
TCWM
1440
Total Clarity Wealth Management
Illinois
$350K -$22K -114 -6%
IWA
1441
Inspirion Wealth Advisors
Illinois
$350K -$1.93K -10 -0.6%
SWRP
1442
Summit Wealth & Retirement Planning
California
$349K – – –
AFG
1443
Altiora Financial Group
Ohio
$348K +$314K +1,631 New
MC
1444
Middleton & Co
Massachusetts
$348K – – –
CT
1445
Clearstead Trust
Maine
$346K +$1.16K +6 +0.4%
TAM
1446
Tocqueville Asset Management
New York
$345K – – –
PWM
1447
Partnership Wealth Management
Maryland
$344K +$319K +1,657 New
TVWM
1448
Tower View Wealth Management
Wisconsin
$344K +$1.16K +6 +0.4%
CCG
1449
Coastwise Capital Group
California
$342K – – –
PSP
1450
Pacific Sage Partners
Washington
$340K – – –
56 57
58
59 60