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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1626
Carret Asset Management
New York
$407K – – –
WHC
1627
Wulff, Hansen & Co
California
$406K +$12.3K +50 +3%
PSCM
1628
Per Stirling Capital Management
Texas
$406K -$53.1K -216 -11%
IWP
1629
IAG Wealth Partners
Wisconsin
$404K -$18.7K -76 -4%
AWA
1630
Alta Wealth Advisors
Massachusetts
$403K -$5.66K -23 -1%
AFA
1631
Antonelli Financial Advisors
Michigan
$403K +$413K +1,677 New
GIA
1632
GHP Investment Advisors
Colorado
$401K -$1.72K -7 -0.4%
CFP
1633
Comprehensive Financial Planning
Pennsylvania
$399K +$408K +1,660 New
SIC
1634
Sterling Investment Counsel
New York
$396K +$406K +1,649 New
WFS
1635
Weitzel Financial Services
Iowa
$396K -$9.1K -37 -2%
BPFA
1636
Barnes Pettey Financial Advisors
Mississippi
$395K +$1.72K +7 +0.4%
CT
1637
Clearstead Trust
Maine
$394K +$2.21K +9 +0.6%
HSA
1638
HBK Sorce Advisory
Pennsylvania
$394K -$42.1K -171 -9%
ICP
1639
Interchange Capital Partners
Pennsylvania
$393K -$26.6K -108 -6%
BC
1640
Bakala Capital
South Carolina
$393K +$2.71K +11 +0.7%
AFG
1641
Altiora Financial Group
Ohio
$392K – – –
PSP
1642
Pacific Sage Partners
Washington
$391K – – –
PFA
1643
Pillar Financial Advisors
Kentucky
$391K +$401K +1,629 New
KP
1644
Kitching Partners
Pennsylvania
$391K +$2.71K +11 +0.7%
TAM
1645
Tocqueville Asset Management
New York
$389K – – –
KW
1646
Keyvantage Wealth
Pennsylvania
$388K +$398K +1,617 New
BTWM
1647
Baker Tilly Wealth Management
Wisconsin
$387K -$1.97K -8 -0.5%
AI
1648
Axos Invest
Nevada
$386K +$3.94K +16 +1%
CCG
1649
Coastwise Capital Group
California
$385K – – –
CT
1650
Caldwell Trust
Florida
$384K -$12.3K -50 -3%
64 65
66
67 68