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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
PTP
1451
Platform Technology Partners
New York
$568K +$119K +481 +27%
CIA
1452
Cape Investment Advisory
Georgia
$564K +$34.7K +140 +7%
EFG
1453
Elm3 Financial Group
Georgia
$563K -$19.1K -77 -3%
NF
1454
Nikulski Financial
Iowa
$561K -$14.9K -60 -3%
CBA
1455
Coastal Bridge Advisors
Connecticut
$559K -$6.94K -28 -1%
PWAM
1456
Private Wealth Asset Management
Iowa
$558K +$17.1K +69 +3%
SBF
1457
Sara-Bay Financial
Florida
$558K +$21.1K +85 +4%
ACM
1458
Absolute Capital Management
Pennsylvania
$556K +$114K +458 +27%
APP
1459
Avantax Planning Partners
Iowa
$554K +$52.8K +213 +11%
NRW
1460
Nova R Wealth
Kansas
$552K +$13.6K +55 +3%
FWI
1461
Facet Wealth Inc
Maryland
$551K +$100K +405 +23%
EWP
1462
Elevation Wealth Partners
California
$551K -$13.4K -54 -2%
FCB
1463
First County Bank
Connecticut
$550K -$60.5K -244 -10%
BRIA
1464
Balanced Rock Investment Advisors
Massachusetts
$546K -$38.9K -157 -7%
WIP
1465
WealthCare Investment Partners
Rhode Island
$545K +$43.9K +177 +9%
SFG
1466
Synergy Financial Group
California
$543K +$3.22K +13 +0.6%
AP
1467
Appleton Partners
Massachusetts
$543K -$3.47K -14 -0.7%
ACG
1468
Allen Capital Group
Nebraska
$542K +$18.6K +75 +4%
CCWM
1469
Cassaday & Co Wealth Management
Virginia
$539K -$12.4K -50 -2%
JAG
1470
Journey Advisory Group
Kentucky
$537K – – –
ONB
1471
Old National Bancorp
Indiana
$534K +$153K +617 +42%
AF
1472
Atala Financial
California
$533K – – –
RW
1473
REDW Wealth
New Mexico
$531K -$23.1K -93 -4%
BFWA
1474
Benchmark Financial Wealth Advisors
Florida
$531K +$13.6K +55 +3%
PWA
1475
Physician Wealth Advisors
Utah
$530K -$6.45K -26 -1%
57 58
59
60 61