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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
DAC
1476
Dividend Assets Capital
South Carolina
$173K – – –
GWS
1477
Glassman Wealth Services
Virginia
$171K +$27.6K +149 +19%
AWM
1478
Align Wealth Management
Oklahoma
$170K +$184K +992 New
OC
1479
Oakworth Capital
Alabama
$164K – – –
HWMA
1480
Heritage Wealth Management (Arizona)
Arizona
$158K +$79.7K +430 +100%
TF
1481
TimeScale Financial
Massachusetts
$155K – – –
VI
1482
Vestcor Inc
New Brunswick, Canada
$153K – – –
EWM
1483
EPG Wealth Management
Georgia
$141K +$31.7K +171 +29%
LFA
1484
Level Financial Advisors
New York
$141K +$34.3K +185 +32%
C
1485
Covestor
United Kingdom
$140K +$12.4K +67 +10%
NSB
1486
Norway Savings Bank
Maine
$139K – – –
BA
1487
Ballast Advisors
Minnesota
$133K – – –
WCG
1488
Wall Capital Group
Arizona
$131K +$126K +681 New
HFS
1489
Hantz Financial Services
Michigan
$131K – – –
CMP
1490
Coston McIsaac & Partners
Maine
$129K +$88.8K +479 +213%
DWMG
1491
DB Wealth Management Group
California
$129K -$219K -1,182 -63%
JWA
1492
JFS Wealth Advisors
Pennsylvania
$127K +$57.1K +308 +81%
MFA
1493
Morling Financial Advisors
California
$125K +$36.1K +195 +40%
EWM
1494
Endurance Wealth Management
Rhode Island
$122K +$8.15K +44 +7%
4FG
1495
4Thought Financial Group
New York
$119K -$120K -648 -50%
SJIA
1496
St. James Investment Advisors
New York
$118K +$21.5K +116 +22%
MA
1497
MCF Advisors
Kentucky
$115K -$2.22K -12 -2%
EW
1498
Element Wealth
Mississippi
$114K +$10.6K +57 +10%
FCMT
1499
Founders Capital Management (Texas)
Texas
$114K – – –
SWM
1500
Sugarloaf Wealth Management
Georgia
$114K +$185 +1 +0.2%
58 59
60
61 62