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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
NRW
1551
Nova R Wealth
Kansas
$563K +$2.82K +11 +0.5%
FCB
1552
First County Bank
Connecticut
$562K +$4.1K +16 +0.7%
APP
1553
Avantax Planning Partners
Iowa
$562K – – –
NWM
1554
Northwest Wealth Management
Iowa
$559K -$39.2K -153 -7%
FC
1555
Family CFO
California
$558K -$239K -931 -30%
TNB
1556
Thomasville National Bank
Georgia
$557K -$72K -281 -12%
BRIA
1557
Balanced Rock Investment Advisors
Massachusetts
$555K +$1.02K +4 +0.2%
BFWA
1558
Benchmark Financial Wealth Advisors
Florida
$555K +$15.9K +62 +3%
SFG
1559
Synergy Financial Group
California
$553K +$1.54K +6 +0.3%
IWM
1560
IMG Wealth Management
Florida
$553K -$42.5K -166 -7%
BWS
1561
Buck Wealth Strategies
Colorado
$553K +$73K +285 +15%
WIP
1562
WealthCare Investment Partners
Rhode Island
$552K -$7.17K -28 -1%
EPW
1563
Evolve Private Wealth
California
$552K +$548K +2,141 New
NAS
1564
NWF Advisory Services
California
$550K -$27.9K -109 -5%
WIA
1565
Wealthedge Investment Advisors
New York
$550K -$32.3K -126 -6%
NWMG
1566
National Wealth Management Group
Ohio
$550K +$172K +673 +46%
FWA
1567
Fulcrum Wealth Advisors
Washington
$549K +$545K +2,129 New
OWP
1568
Obermeyer Wealth Partners
Colorado
$548K -$46.4K -181 -8%
CHC
1569
City Holding Co
West Virginia
$546K +$467K +1,824 +620%
NB
1570
NBT Bank
New York
$546K +$28.7K +112 +6%
JWBC
1571
John W. Brooker & Co
California
$545K +$542K +2,114 New
AP
1572
Appleton Partners
Massachusetts
$545K -$6.41K -25 -1%
AF
1573
Atala Financial
California
$541K – – –
JC
1574
JM2 Capital
Oklahoma
$541K +$537K +2,096 New
WA
1575
Waystone Advisors
Washington
$540K +$536K +2,094 New
61 62
63
64 65