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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
1526
Keebeck Wealth Management
Illinois
$742K – – –
AWM
1527
Angeles Wealth Management
California
$742K +$41.6K +145 +6%
KCPG
1528
Kavar Capital Partners Group
Kansas
$742K – – –
JCM
1529
Jacobi Capital Management
Pennsylvania
$742K +$20.6K +72 +3%
HWP
1530
Hibernia Wealth Partners
Louisiana
$740K -$617K -2,153 -47%
PTP
1531
Platform Technology Partners
New York
$737K +$26.4K +92 +4%
BFWA
1532
Benchmark Financial Wealth Advisors
Florida
$735K +$78.5K +274 +13%
ERWM
1533
Elk River Wealth Management
Colorado
$732K – – –
SC
1534
Sepio Capital
Utah
$731K +$287 +1 +0%
TCM
1535
Triumph Capital Management
Colorado
$730K -$25.8K -90 -4%
LWM
1536
Lyell Wealth Management
California
$730K – – –
BONH
1537
Bank of New Hampshire
New Hampshire
$727K -$6.59K -23 -0.9%
AWA
1538
Amplius Wealth Advisors
Pennsylvania
$723K -$152K -532 -18%
NAS
1539
NWF Advisory Services
California
$722K -$19.8K -69 -3%
GKWIM
1540
Gerber Kawasaki Wealth & Investment Management
California
$720K +$16.6K +58 +3%
WA
1541
Waystone Advisors
Washington
$720K +$91.7K +320 +16%
FI
1542
FWG Investments
Kentucky
$717K +$288K +1,005 +74%
RFW
1543
Redwood Family Wealth
Texas
$717K -$4.3K -15 -0.6%
RYIA
1544
Roehl & Yi Investment Advisors
Oregon
$716K +$113K +393 +10%
FMI
1545
Financial Management Inc
Arkansas
$715K +$2.01K +7 +0.3%
1WM
1546
1900 Wealth Management
Texas
$715K – – –
CGA
1547
Crescent Grove Advisors
Illinois
$713K – – –
OC
1548
Optima Capital
Oregon
$711K +$358K +1,250 +114%
CIAS
1549
CFS Investment Advisory Services
New Jersey
$708K – – –
OSNBOA
1550
Old Second National Bank of Aurora
Illinois
$705K -$17.2K -60 -3%
60 61
62
63 64