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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
1451
Triad Wealth Partners
Kansas
$675K +$335K +1,307 +100%
AWM
1452
Accel Wealth Management
Iowa
$675K +$3.59K +14 +0.5%
WFA
1453
Websterrogers Financial Advisors
South Carolina
$675K -$10.2K -40 -2%
SCP
1454
Sandhill Capital Partners
New York
$674K – – –
TDC
1455
Thompson Davis & Co
Virginia
$672K – – –
GD
1456
Grandfield & Dodd
New York
$670K – – –
ES
1457
Eagle Strategies
New York
$669K +$10.5K +41 +2%
NG
1458
Novem Group
New York
$667K +$36.6K +143 +6%
RFW
1459
Redwood Family Wealth
Texas
$667K +$663K +2,586 New
AOWM
1460
Asset One Wealth Management
Washington
$667K +$629K +2,455 New
OHWP
1461
Oak Harbor Wealth Partners
North Carolina
$666K +$178K +693 +37%
PCH
1462
PGIM Custom Harvest
New Jersey
$665K -$38.9K -152 -6%
TCMP
1463
Thrive Capital Management (Pennsylvania)
Pennsylvania
$665K +$58.4K +228 +10%
TI
1464
Truepoint Inc
Ohio
$664K -$29.2K -114 -4%
FPW
1465
Flywheel Private Wealth
California
$663K – – –
CH
1466
CDKV Holdings
Colorado
$663K +$659K +2,571 New
TCM
1467
Triumph Capital Management
Colorado
$663K +$658K +2,570 New
HIG
1468
Heritage Investment Group
Florida
$663K -$1.28K -5 -0.2%
LI
1469
LRI Investments
Florida
$662K -$147K -575 -18%
BWP
1470
Balboa Wealth Partners
Arizona
$662K +$32.8K +128 +5%
CFAM
1471
Center For Asset Management
Florida
$658K -$3.59K -14 -0.5%
CBA
1472
Coastal Bridge Advisors
Connecticut
$658K +$90.9K +355 +16%
LFS
1473
Lutz Financial Services
Nebraska
$656K – – –
EI
1474
EFG International
$654K +$650K +2,536 New
NFG
1475
Northbridge Financial Group
Florida
$649K +$645K +2,516 New
57 58
59
60 61