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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
PPWM
1476
PFG Private Wealth Management
Florida
$98K -$3.46M -15,206 -97%
RE
1477
RBC Europe
United Kingdom
$96K -$130K -574 -57%
WOC
1478
West Oak Capital
California
$94K – – –
LFA
1479
Level Financial Advisors
New York
$94K +$94.1K +414 New
FFG
1480
Ford Financial Group
California
$94K +$95.4K +420 New
HWA
1481
HHM Wealth Advisors
Tennessee
$93K – – –
TFP
1482
Tilia Fiduciary Partners
North Carolina
$93K +$93.6K +412 New
AIM
1483
Arcadia Investment Management
Michigan
$91K – – –
PA
1484
PSI Advisors
Florida
$91K +$227 +1 +0.2%
CT
1485
Clearstead Trust
Maine
$90K – – –
RWA
1486
RGT Wealth Advisors
Texas
$86K +$86.6K +381 New
FPFS
1487
First Personal Financial Services
North Carolina
$84K -$10.2K -45 -11%
SIC
1488
SJS Investment Consulting
Ohio
$84K +$84.3K +371 New
EWM
1489
EPG Wealth Management
Georgia
$83K – – –
FWM
1490
Focused Wealth Management
New York
$82K – – –
PCFFS
1491
Pacific Center for Financial Services
California
$81K – – –
TWM
1492
Tradition Wealth Management
Minnesota
$80K – – –
BL
1493
Balentine LLC
Georgia
$79K – – –
KFI
1494
Key Financial Inc
Pennsylvania
$79K +$9.09K +40 +13%
UIA
1495
Ulland Investment Advisors
Minnesota
$79K +$79.5K +350 New
CA
1496
Crewe Advisors
Utah
$78K +$77.9K +343 New
AIA
1497
Armor Investment Advisors
North Carolina
$76K -$90.9K -400 -54%
WPA
1498
West Paces Advisors
Georgia
$75.7K +$16.4K +72 +27%
RCM
1499
Regency Capital Management
Hawaii
$74K +$74.1K +326 New
PC
1500
Pecaut & Co
Iowa
$73K +$50.4K +222 +216%
58 59
60
61 62