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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
LRWM
1601
Lord & Richards Wealth Management
Colorado
$427K +$437K +1,778 New
UAG
1602
United Advisor Group
Ohio
$427K -$23.6K -96 -5%
MIA
1603
MainStreet Investment Advisors
Illinois
$425K – – –
SMA
1604
Seven Mile Advisory
New Jersey
$425K – – –
EW
1605
Evoke Wealth
California
$425K +$140K +570 +48%
MTIC
1606
Missouri Trust & Investment Company
Missouri
$423K -$35.4K -144 -8%
TWM
1607
Tolleson Wealth Management
Texas
$423K – – –
DWM
1608
Destination Wealth Management
California
$421K -$4.43K -18 -1%
RW
1609
RVW Wealth
California
$421K +$29.5K +120 +7%
LPT
1610
Legacy Private Trust
Wisconsin
$421K -$11.1K -45 -3%
FSA
1611
Fort Sheridan Advisors
Illinois
$421K -$22.4K -91 -5%
PCA
1612
Pallas Capital Advisors
Massachusetts
$419K +$3.2K +13 +0.8%
JSW
1613
Journey Strategic Wealth
New Jersey
$418K -$4.43K -18 -1%
HS
1614
Horan Securities
United States
$418K +$1.72K +7 +0.4%
HAS
1615
HBW Advisory Services
California
$416K +$3.44K +14 +0.8%
BIAS
1616
Beacon Investment Advisory Services
New Jersey
$416K – – –
IWS
1617
Integrity Wealth Solutions
Colorado
$416K +$50.4K +205 +13%
TA
1618
TruWealth Advisors
Louisiana
$413K +$1.72K +7 +0.4%
JFG
1619
Jefferies Financial Group
New York
$413K +$423K +1,718 New
GFPC
1620
Global Financial Private Client
Florida
$413K +$1.72K +7 +0.4%
OPPS
1621
Obsidian Personal Planning Solutions
Maryland
$411K -$3.2K -13 -0.8%
BFG
1622
Bouchey Financial Group
New York
$410K +$5.91K +24 +1%
HPC
1623
HM Payson & Co
Maine
$410K +$44.3K +180 +12%
AMCA
1624
Arthur M. Cohen & Associates
Illinois
$410K – – –
CWS
1625
Confluence Wealth Services
Pennsylvania
$408K -$2.46K -10 -0.6%
63 64
65
66 67