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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
1IA
1551
1834 Investment Advisors
Wisconsin
$25K – – –
NC
1552
NinePointTwo Capital
California
$25K +$25.9K +114 New
HWM
1553
HighMark Wealth Management
Minnesota
$24K +$2.27K +10 +15%
TSW
1554
Thompson Siegel & Walmsley
Virginia
$23K – – –
CWM
1555
Curi Wealth Management
North Carolina
$23K +$23.2K +102 New
LS
1556
Leelyn Smith
Illinois
$23K +$23.2K +102 New
SN
1557
Sittner & Nelson
Oregon
$22K -$7.73K -34 -26%
CBT
1558
Central Bank & Trust
Kentucky
$22K – – –
LWANC
1559
Laurel Wealth Advisors (North Carolina)
North Carolina
$22K – – –
CFG
1560
CKW Financial Group
Hawaii
$20K – – –
SA
1561
SRH Advisors
Kansas
$20K – – –
PAIM
1562
Punch & Associates Investment Management
Minnesota
$20K +$10.7K +47 +118%
TWP
1563
TFO Wealth Partners
Ohio
$20K +$20.9K +92 New
WFS
1564
Widmann Financial Services
Maryland
$20K +$20.9K +92 New
OCM
1565
Orion Capital Management
California
$19K – – –
TC
1566
Trust Company
Kansas
$19K – – –
WBC
1567
West Branch Capital
Massachusetts
$19K +$17K +75 +750%
MFC
1568
Morris Financial Concepts
South Carolina
$19K +$19.5K +86 New
AW
1569
Avion Wealth
Texas
$18K – – –
WWMSC
1570
Wagner Wealth Management (South Carolina)
South Carolina
$18K – – –
AWA
1571
Aquire Wealth Advisors
Utah
$17K +$16.8K +74 New
GWM
1572
Grand Wealth Management
Michigan
$17K +$17.3K +76 New
RPCA
1573
Running Point Capital Advisors
California
$16K -$11.4K -50 -42%
SCA
1574
Stonebridge Capital Advisors
Minnesota
$15K -$6.13K -27 -29%
SFC
1575
SYM Financial Corp
Indiana
$15K -$5.23K -23 -26%
61 62
63
64 65