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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
DWS
1476
Discipline Wealth Solutions
South Carolina
$350K -$240K -1,117 -42%
TW
1477
Transform Wealth
Colorado
$350K +$39.6K +184 +14%
QCM
1478
Quantinno Capital Management
New York
$349K +$31K +144 +10%
OHIS
1479
Oak Harvest Investment Services
Texas
$347K +$45.4K +211 +16%
DDC
1480
DF Dent & Co
Maryland
$345K – – –
SFP
1481
Shepherd Financial Partners
Massachusetts
$344K – – –
CFGA
1482
Cambridge Financial Group (Arizona)
Arizona
$343K +$430 +2 +0.1%
RGF
1483
Retirement Guys Formula
Ohio
$343K +$109K +508 +51%
PJSIMP
1484
P.J. Schmidt Investment Management (PJS)
Wisconsin
$342K +$18.9K +88 +6%
CG
1485
Cutler Group
California
$342K +$258K +1,200 +400%
JSW
1486
Journey Strategic Wealth
New Jersey
$340K -$20.9K -97 -6%
AWA
1487
Alta Wealth Advisors
Massachusetts
$340K -$7.53K -35 -2%
BIAS
1488
Beacon Investment Advisory Services
New Jersey
$339K – – –
AIC
1489
Argus Investors Counsel
New York
$338K +$318K +1,480 New
HGWM
1490
Horst & Graben Wealth Management
Oregon
$335K -$2.58K -12 -0.8%
AWAP
1491
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$334K -$17.9K -83 -5%
WP
1492
Westmount Partners
California
$334K -$3.44K -16 -1%
GKWIM
1493
Gerber Kawasaki Wealth & Investment Management
California
$334K -$41.1K -191 -12%
GEA
1494
Glen Eagle Advisors
New Jersey
$333K +$27.1K +126 +9%
LRPA
1495
L. Roy Papp & Associates
Arizona
$333K +$43.2K +201 +16%
CC
1496
Callan Capital
California
$332K – – –
AIC
1497
Archer Investment Corporation
Indiana
$330K +$3.44K +16 +1%
CAM
1498
Congress Asset Management
Massachusetts
$330K – – –
HPC
1499
HM Payson & Co
Maine
$328K +$9.68K +45 +3%
KL
1500
KWMG LLC
Kansas
$328K -$50.8K -236 -14%
58 59
60
61 62