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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
DA
1526
Detalus Advisors
Missouri
$308K +$4.3K +20 +2%
OWA
1527
Opal Wealth Advisors
New York
$308K +$42.2K +196 +17%
GWM
1528
GSB Wealth Management
Connecticut
$307K +$25.2K +117 +10%
AWE
1529
Avidian Wealth Enterprises
Texas
$307K +$7.31K +34 +3%
KFS
1530
Kelly Financial Services
Massachusetts
$306K -$29.7K -138 -9%
KFI
1531
Key Financial Inc
Pennsylvania
$305K – – –
FTDI
1532
First Trust Direct Indexing
Massachusetts
$305K +$287K +1,335 New
RMC
1533
Resources Management Corp
Connecticut
$305K +$1.08K +5 +0.4%
KW
1534
KWB Wealth
California
$304K -$4.52K -21 -2%
BWP
1535
Balboa Wealth Partners
Arizona
$304K -$28.8K -134 -9%
ZIC
1536
ZWJ Investment Counsel
Georgia
$301K +$48K +223 +20%
APP
1537
Avantax Planning Partners
Iowa
$300K -$7.74K -36 -3%
BC
1538
Bakala Capital
South Carolina
$299K +$281K +1,307 New
RCA
1539
Resonant Capital Advisors
Wisconsin
$298K – – –
WFG
1540
Wills Financial Group
Virginia
$296K – – –
WFA
1541
WMG Financial Advisors
Tennessee
$296K -$23.9K -111 -8%
HIGP
1542
Hill Investment Group Partners
Missouri
$296K – – –
ITIM
1543
Indiana Trust & Investment Management
Indiana
$295K – – –
FFB
1544
First Financial Bankshares
Texas
$294K -$11K -51 -4%
DB
1545
Dravo Bay
Delaware
$294K +$55.9K +260 +25%
HH
1546
Hilltop Holdings
Texas
$293K +$40K +186 +17%
FIM
1547
Fernwood Investment Management
Massachusetts
$289K -$34.6K -161 -11%
LMKC
1548
L.M. Kohn & Company
Ohio
$289K -$20.9K -97 -7%
WWS
1549
Wellington Wealth Strategies
Indiana
$289K +$272K +1,263 New
PCG
1550
Prosperity Consulting Group
Maryland
$288K +$38.7K +180 +17%
60 61
62
63 64