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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
WHC
1476
Wulff, Hansen & Co
California
$389K – – –
BPFA
1477
Barnes Pettey Financial Advisors
Mississippi
$388K +$682 +3 +0.2%
WP
1478
Westmount Partners
California
$388K +$37.3K +164 +11%
RW
1479
RVW Wealth
California
$387K -$11.4K -50 -3%
CT
1480
Clearstead Trust
Maine
$387K +$1.14K +5 +0.3%
AFG
1481
Altiora Financial Group
Ohio
$387K – – –
PSP
1482
Pacific Sage Partners
Washington
$386K -$42.3K -186 -10%
CWS
1483
Confluence Wealth Services
Pennsylvania
$386K -$141K -622 -28%
BC
1484
Bakala Capital
South Carolina
$385K +$8.18K +36 +2%
TCWM
1485
Total Clarity Wealth Management
Illinois
$385K -$5.68K -25 -2%
BTWM
1486
Baker Tilly Wealth Management
Wisconsin
$384K -$122K -536 -25%
TAM
1487
Tocqueville Asset Management
New York
$384K – – –
PMFA
1488
Plante Moran Financial Advisors
Michigan
$384K – – –
KP
1489
Kitching Partners
Pennsylvania
$384K +$367K +1,617 New
CNB
1490
Camden National Bank
Maine
$381K -$13.6K -60 -4%
CCG
1491
Coastwise Capital Group
California
$380K – – –
AI
1492
Axos Invest
Nevada
$377K +$362K +1,591 New
WA
1493
WealthTrust Axiom
Pennsylvania
$377K – – –
EBA
1494
Eagle Bay Advisors
New York
$377K – – –
TCM
1495
TruNorth Capital Management
Michigan
$375K +$7.04K +31 +2%
RSA
1496
River Street Advisors
Illinois
$375K – – –
WPWM
1497
Windward Private Wealth Management
Kansas
$374K +$44.1K +194 +14%
GKWIM
1498
Gerber Kawasaki Wealth & Investment Management
California
$373K +$31.1K +137 +10%
DACG
1499
Donor Advised Charitable Giving
California
$373K – – –
SP
1500
Sequent Planning
Nebraska
$370K +$72.9K +321 +26%
58 59
60
61 62