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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
SCP
1451
Sandhill Capital Partners
New York
$674K – – –
TDC
1452
Thompson Davis & Co
Virginia
$672K – – –
GD
1453
Grandfield & Dodd
New York
$670K – – –
ES
1454
Eagle Strategies
New York
$669K +$10.5K +41 +2%
NG
1455
Novem Group
New York
$667K +$36.6K +143 +6%
RFW
1456
Redwood Family Wealth
Texas
$667K +$663K +2,586 New
AOWM
1457
Asset One Wealth Management
Washington
$667K +$629K +2,455 New
OHWP
1458
Oak Harbor Wealth Partners
North Carolina
$666K +$178K +693 +37%
PCH
1459
PGIM Custom Harvest
New Jersey
$665K -$38.9K -152 -6%
TCMP
1460
Thrive Capital Management (Pennsylvania)
Pennsylvania
$665K +$58.4K +228 +10%
TI
1461
Truepoint Inc
Ohio
$664K -$29.2K -114 -4%
FPW
1462
Flywheel Private Wealth
California
$663K – – –
CH
1463
CDKV Holdings
Colorado
$663K +$659K +2,571 New
TCM
1464
Triumph Capital Management
Colorado
$663K +$658K +2,570 New
HIG
1465
Heritage Investment Group
Florida
$663K -$1.28K -5 -0.2%
LI
1466
LRI Investments
Florida
$662K -$147K -575 -18%
BWP
1467
Balboa Wealth Partners
Arizona
$662K +$32.8K +128 +5%
CFAM
1468
Center For Asset Management
Florida
$658K -$3.59K -14 -0.5%
CBA
1469
Coastal Bridge Advisors
Connecticut
$658K +$90.9K +355 +16%
LFS
1470
Lutz Financial Services
Nebraska
$656K – – –
EI
1471
EFG International
$654K +$650K +2,536 New
NFG
1472
Northbridge Financial Group
Florida
$649K +$645K +2,516 New
CPSAC
1473
Chas P. Smith & Associates (CPS)
Florida
$648K – – –
TCG
1474
Transcendent Capital Group
Oklahoma
$648K +$3.84K +15 +0.6%
SBF
1475
Sara-Bay Financial
Florida
$647K +$74K +289 +13%
57 58
59
60 61