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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1551
Solstein Capital
California
$25K -$33.6K -148 -58%
1IA
1552
1834 Investment Advisors
Wisconsin
$25K – – –
NC
1553
NinePointTwo Capital
California
$25K +$25.9K +114 New
HWM
1554
HighMark Wealth Management
Minnesota
$24K +$2.27K +10 +15%
TSW
1555
Thompson Siegel & Walmsley
Virginia
$23K – – –
CWM
1556
Curi Wealth Management
North Carolina
$23K +$23.2K +102 New
LS
1557
Leelyn Smith
Illinois
$23K +$23.2K +102 New
SN
1558
Sittner & Nelson
Oregon
$22K -$7.73K -34 -26%
CBT
1559
Central Bank & Trust
Kentucky
$22K – – –
LWANC
1560
Laurel Wealth Advisors (North Carolina)
North Carolina
$22K – – –
CFG
1561
CKW Financial Group
Hawaii
$20K – – –
SA
1562
SRH Advisors
Kansas
$20K – – –
PAIM
1563
Punch & Associates Investment Management
Minnesota
$20K +$10.7K +47 +118%
TWP
1564
TFO Wealth Partners
Ohio
$20K +$20.9K +92 New
WFS
1565
Widmann Financial Services
Maryland
$20K +$20.9K +92 New
OCM
1566
Orion Capital Management
California
$19K – – –
TC
1567
Trust Company
Kansas
$19K – – –
WBC
1568
West Branch Capital
Massachusetts
$19K +$17K +75 +750%
MFC
1569
Morris Financial Concepts
South Carolina
$19K +$19.5K +86 New
AW
1570
Avion Wealth
Texas
$18K – – –
WWMSC
1571
Wagner Wealth Management (South Carolina)
South Carolina
$18K – – –
AWA
1572
Aquire Wealth Advisors
Utah
$17K +$16.8K +74 New
GWM
1573
Grand Wealth Management
Michigan
$17K +$17.3K +76 New
RPCA
1574
Running Point Capital Advisors
California
$16K -$11.4K -50 -42%
SCA
1575
Stonebridge Capital Advisors
Minnesota
$15K -$6.13K -27 -29%
61 62
63
64 65