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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
1626
Coastwise Capital Group
California
$380K – – –
MFP
1627
Meridian Financial Partners
Virginia
$379K -$27.9K -125 -7%
JSW
1628
Journey Strategic Wealth
New Jersey
$378K -$79K -354 -18%
SIM
1629
Sims Investment Management
Ohio
$378K -$21.9K -98 -6%
CCA
1630
Cora Capital Advisors
New Jersey
$378K +$356K +1,594 New
AP
1631
Aspect Partners
Virginia
$377K +$81.7K +366 +30%
FDCP
1632
Foster Dykema Cabot & Partners
Massachusetts
$377K – – –
VPWA
1633
Vestia Personal Wealth Advisors
Indiana
$377K +$70.3K +315 +25%
WI
1634
Westbourne Investments
Virginia
$377K -$5.58K -25 -2%
FFB
1635
First Financial Bankshares
Texas
$376K -$35.5K -159 -9%
RSA
1636
River Street Advisors
Illinois
$374K – – –
TSMHT
1637
Thurston Springer Miller Herd & Titak
Indiana
$374K +$56.2K +252 +19%
SIG
1638
Stonegate Investment Group
Alabama
$373K +$107K +481 +44%
MPCA
1639
Madison Park Capital Advisors
Washington
$372K +$21.4K +96 +7%
DACG
1640
Donor Advised Charitable Giving
California
$372K – – –
TCM
1641
TruNorth Capital Management
Michigan
$372K -$397K -1,779 -53%
MPI
1642
Mairs & Power Inc
Minnesota
$372K +$68.7K +308 +24%
CFP
1643
Cypress Financial Planning
New Jersey
$372K +$350K +1,568 New
AWA
1644
Authentikos Wealth Advisory
California
$370K +$12.3K +55 +4%
JSA
1645
Jim Saulnier & Associates
Colorado
$368K +$446 +2 +0.1%
RFP
1646
RCS Financial Planning
Maryland
$367K +$90.6K +406 +36%
ACM
1647
Advance Capital Management
Michigan
$367K -$4.46K -20 -1%
ECM
1648
EagleClaw Capital Management
Massachusetts
$367K – – –
FMI
1649
F/M Investments
District of Columbia
$367K -$430K -1,927 -55%
SFP
1650
Shepherd Financial Partners
Massachusetts
$367K -$79.2K -355 -19%
64 65
66
67 68