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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1451
Elevatus Welath Management
New York
$340K +$307K +1,595 New
WA
1452
WealthTrust Axiom
Pennsylvania
$339K – – –
JSW
1453
Journey Strategic Wealth
New Jersey
$338K -$169K -879 -36%
KFP
1454
Keener Financial Planning
Texas
$337K +$304K +1,580 New
BB
1455
Busey Bank
Illinois
$336K +$73.8K +383 +32%
DACG
1456
Donor Advised Charitable Giving
California
$335K – – –
BWM
1457
BKM Wealth Management
Wisconsin
$333K +$301K +1,562 New
ECM
1458
EagleClaw Capital Management
Massachusetts
$331K – – –
TWP
1459
Total Wealth Planning
Ohio
$330K -$157K -813 -34%
HSA
1460
HBK Sorce Advisory
Pennsylvania
$330K -$8.48K -44 -3%
AWAP
1461
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$330K -$2.32M -12,050 -89%
RH
1462
RFG Holdings
Texas
$327K +$296K +1,534 New
DE
1463
Day & Ennis
Georgia
$326K +$24.3K +126 +9%
RCG
1464
Resource Consulting Group
Florida
$325K – – –
AWA
1465
Alta Wealth Advisors
Massachusetts
$325K -$847K -4,395 -74%
CA
1466
Cornerstone Advisory
Maryland
$323K +$26.6K +138 +10%
FA
1467
FF Advisors
California
$323K +$292K +1,513 New
WP
1468
WealthShield Partners
North Carolina
$322K -$61.7K -320 -17%
DDC
1469
DF Dent & Co
Maryland
$322K – – –
SFP
1470
Shepherd Financial Partners
Massachusetts
$321K – – –
IWS
1471
Integrity Wealth Solutions
Colorado
$320K +$289K +1,500 New
CFGA
1472
Cambridge Financial Group (Arizona)
Arizona
$320K +$289K +1,500 New
PTP
1473
Platform Technology Partners
New York
$319K +$78.4K +407 +38%
SKK
1474
Shepherd Kaplan Krochuk
Massachusetts
$318K +$385 +2 +0.1%
JWM
1475
JGP Wealth Management
Oregon
$317K +$46.6K +242 +19%
57 58
59
60 61