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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
1476
Plante Moran Financial Advisors
Michigan
$353K +$7.03K +32 +2%
CCG
1477
Coastwise Capital Group
California
$349K – – –
FPCG
1478
Forum Private Client Group
Indiana
$348K -$78K -355 -18%
EBA
1479
Eagle Bay Advisors
New York
$347K – – –
WA
1480
WealthTrust Axiom
Pennsylvania
$347K – – –
BC
1481
Bakala Capital
South Carolina
$346K +$61.5K +280 +21%
RSA
1482
River Street Advisors
Illinois
$345K – – –
APP
1483
Avantax Planning Partners
Iowa
$344K +$58.4K +266 +20%
KFP
1484
Keener Financial Planning
Texas
$344K – – –
EWM
1485
Elmwood Wealth Management
California
$343K – – –
DACG
1486
Donor Advised Charitable Giving
California
$343K – – –
CPCP
1487
Cedar Point Capital Partners
Iowa
$341K -$17.3K -79 -5%
BFA
1488
Buttonwood Financial Advisors
Maryland
$341K -$183K -834 -35%
TCM
1489
TruNorth Capital Management
Michigan
$338K -$30.7K -140 -8%
WPW
1490
Warther Private Wealth
Ohio
$338K +$341K +1,551 New
ECM
1491
EagleClaw Capital Management
Massachusetts
$338K – – –
SFP
1492
Shepherd Financial Partners
Massachusetts
$338K +$9.66K +44 +3%
FCM
1493
Fortis Capital Management
Washington
$337K -$30.7K -140 -8%
KFI
1494
Key Financial Inc
Pennsylvania
$335K +$43.9K +200 +15%
PTP
1495
Platform Technology Partners
New York
$333K +$336K +1,528 New
HPC
1496
HM Payson & Co
Maine
$333K +$20K +91 +6%
SFS
1497
Sharp Financial Services
Pennsylvania
$333K -$157K -715 -32%
JSW
1498
Journey Strategic Wealth
New Jersey
$332K +$7.69K +35 +2%
TC
1499
TAP Consulting
Missouri
$331K -$302K -1,374 -47%
HCP
1500
Hardin Capital Partners
South Carolina
$331K +$333K +1,518 New
58 59
60
61 62