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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
RYIA
1626
Roehl & Yi Investment Advisors
Oregon
$496K +$191K +744 +22%
RFP
1627
RCS Financial Planning
Maryland
$496K +$46.4K +181 +10%
VWM
1628
Venturi Wealth Management
Texas
$491K -$26.4K -103 -5%
AG
1629
AmeriFlex Group
Nevada
$491K -$483K -1,887 -50%
AWC
1630
Adamsbrown Wealth Consultants
Kansas
$491K -$7.94K -31 -2%
VA
1631
Vident Advisory
Georgia
$491K -$15.4K -60 -3%
AWA
1632
Alta Wealth Advisors
Massachusetts
$488K +$11.5K +45 +2%
FPL
1633
Fortress Private Ledger
North Carolina
$486K +$20.2K +79 +4%
RW
1634
Rede Wealth
Virginia
$486K +$93K +363 +24%
LC
1635
LCNB Corp
Ohio
$484K – – –
NF
1636
Nikulski Financial
Iowa
$483K -$84.5K -330 -15%
PWA
1637
Physician Wealth Advisors
Utah
$482K -$54.8K -214 -10%
MO
1638
McMillan Office
Michigan
$481K +$478K +1,865 New
SCP
1639
Stevens Capital Partners
Nebraska
$481K +$4.61K +18 +1%
SM
1640
Sensible Money
Arizona
$480K +$179K +700 +60%
RW
1641
REDW Wealth
New Mexico
$479K -$59.7K -233 -11%
VCM
1642
Vision Capital Management
Oregon
$476K – – –
CFP
1643
Cypress Financial Planning
New Jersey
$476K +$80.4K +314 +21%
BHWM
1644
Bar Harbor Wealth Management
New Hampshire
$474K -$12K -47 -2%
CIM
1645
Cambria Investment Management
California
$474K +$221K +863 +89%
KA
1646
KLCM Advisors
Wisconsin
$474K +$470K +1,836 New
BC
1647
Bakala Capital
South Carolina
$473K +$5.89K +23 +1%
CWMK
1648
Caliber Wealth Management (Kansas)
Kansas
$471K -$118K -460 -20%
MF
1649
Midwestern Financial
Iowa
$471K +$3.07K +12 +0.7%
OC
1650
Oakworth Capital
Alabama
$469K – – –
64 65
66
67 68