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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
TCG
1526
Transcendent Capital Group
Oklahoma
$755K +$1.15K +4 +0.2%
WP
1527
WealthShield Partners
North Carolina
$751K -$437K -1,524 -38%
CFA
1528
Churchill Financial Advisors
Kentucky
$750K +$22.6K +79 +3%
MWM
1529
Mascagni Wealth Management
Mississippi
$748K -$94.3K -329 -12%
CBA
1530
Coastal Bridge Advisors
Connecticut
$744K -$5.16K -18 -0.7%
KIM
1531
Kestra Investment Management
Texas
$744K -$172K -599 -20%
TA
1532
TPG Advisors
Illinois
$744K +$109K +380 +18%
DP
1533
Denver PWM
Colorado
$743K -$2.58K -9 -0.4%
KWM
1534
Keebeck Wealth Management
Illinois
$742K – – –
AWM
1535
Angeles Wealth Management
California
$742K +$41.6K +145 +6%
KCPG
1536
Kavar Capital Partners Group
Kansas
$742K – – –
JCM
1537
Jacobi Capital Management
Pennsylvania
$742K +$20.6K +72 +3%
HWP
1538
Hibernia Wealth Partners
Louisiana
$740K -$617K -2,153 -47%
PTP
1539
Platform Technology Partners
New York
$737K +$26.4K +92 +4%
BFWA
1540
Benchmark Financial Wealth Advisors
Florida
$735K +$78.5K +274 +13%
ERWM
1541
Elk River Wealth Management
Colorado
$732K – – –
SC
1542
Sepio Capital
Utah
$731K +$287 +1 +0%
TCM
1543
Triumph Capital Management
Colorado
$730K -$25.8K -90 -4%
LWM
1544
Lyell Wealth Management
California
$730K – – –
BONH
1545
Bank of New Hampshire
New Hampshire
$727K -$6.59K -23 -0.9%
AWA
1546
Amplius Wealth Advisors
Pennsylvania
$723K -$152K -532 -18%
NAS
1547
NWF Advisory Services
California
$722K -$19.8K -69 -3%
GKWIM
1548
Gerber Kawasaki Wealth & Investment Management
California
$720K +$16.6K +58 +3%
WA
1549
Waystone Advisors
Washington
$720K +$91.7K +320 +16%
FI
1550
FWG Investments
Kentucky
$717K +$288K +1,005 +74%
60 61
62
63 64