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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
1476
JGP Wealth Management
Oregon
$317K +$46.6K +242 +19%
HIG
1477
Heritage Investment Group
Florida
$317K – – –
BIAS
1478
Beacon Investment Advisory Services
New Jersey
$316K -$74.4K -386 -21%
WP
1479
Westmount Partners
California
$315K +$77.1K +400 +37%
HGWM
1480
Horst & Graben Wealth Management
Oregon
$315K -$54.9K -285 -16%
LSA
1481
Lion Street Advisors
Texas
$315K -$9.63K -50 -3%
SBF
1482
Sara-Bay Financial
Florida
$315K +$51.4K +267 +22%
KFS
1483
Kelly Financial Services
Massachusetts
$315K -$19.3K -100 -6%
BWP
1484
Balboa Wealth Partners
Arizona
$312K -$7.32K -38 -3%
AWA
1485
Arete Wealth Advisors
Illinois
$311K +$281K +1,459 New
WW
1486
Waterfront Wealth
Kansas
$311K +$39.1K +203 +16%
CC
1487
Callan Capital
California
$310K -$29.5K -153 -10%
VFG
1488
Valley Financial Group
Pennsylvania
$309K +$279K +1,447 New
CAM
1489
Congress Asset Management
Massachusetts
$308K – – –
TA
1490
Tactive Advisors
Florida
$306K -$33.1K -172 -11%
FCC
1491
Flower City Capital
New York
$306K -$3.27K -17 -1%
PCM
1492
Pennsylvania Capital Management
Pennsylvania
$305K +$193 +1 +0.1%
HW
1493
Hancock Whitney
Mississippi
$305K – – –
AIC
1494
Archer Investment Corporation
Indiana
$304K +$193 +1 +0.1%
FIM
1495
Fernwood Investment Management
Massachusetts
$304K -$9.25K -48 -3%
MWP
1496
Madison Wealth Partners
Wisconsin
$303K – – –
HA
1497
Herold Advisors
New York
$302K -$3.47K -18 -1%
S
1498
Sunpointe
Missouri
$301K +$272K +1,410 New
B
1499
Bridgeworth
Alabama
$301K -$7.51K -39 -3%
WFA
1500
WMG Financial Advisors
Tennessee
$300K -$9.83K -51 -4%
58 59
60
61 62