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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
1626
Insight Advisors
Pennsylvania
$524K +$52.2K +193 +11%
UAG
1627
United Advisor Group
Ohio
$524K -$8.12K -30 -1%
FB
1628
Finward Bancorp
Indiana
$523K +$75.8K +280 +16%
EWP
1629
Elevation Wealth Partners
California
$523K +$271 +1 +0.1%
PCM
1630
Peirce Capital Management
Texas
$523K +$540K +1,995 New
MA
1631
MCF Advisors
Kentucky
$522K +$277K +1,024 +106%
PF
1632
Prosperitas Financial
California
$519K +$214K +791 +66%
FC
1633
Family CFO
California
$518K -$50.1K -185 -9%
RW
1634
Rede Wealth
Virginia
$518K +$25.7K +95 +5%
IWN
1635
Independent Wealth Network
Iowa
$517K +$534K +1,973 New
IIM
1636
IFC & Insurance Marketing
California
$517K -$60.3K -223 -10%
MPW
1637
Melone Private Wealth
Michigan
$516K – – –
NB
1638
NBT Bank
New York
$516K +$9.2K +34 +2%
RYIA
1639
Roehl & Yi Investment Advisors
Oregon
$516K +$12.7K +47 +1%
NRW
1640
Nova R Wealth
Kansas
$515K -$57.9K -214 -10%
UWPG
1641
Ullmann Wealth Partners Group
Florida
$515K – – –
KFI
1642
Key Financial Inc
Pennsylvania
$515K +$541 +2 +0.1%
CAL
1643
Capital Advisors Ltd
Ohio
$514K -$32.2K -119 -6%
AWC
1644
Adamsbrown Wealth Consultants
Kansas
$512K +$14.3K +53 +3%
KFSN
1645
Keystone Financial Services (Nebraska)
Nebraska
$512K -$9.2K -34 -2%
HIM
1646
Harbour Investment Management
Washington
$511K – – –
CS
1647
Capital Square
Tennessee
$510K -$131K -485 -21%
LWM
1648
Lodestone Wealth Management
Washington
$509K +$271 +1 +0.1%
GBWM
1649
Granite Bay Wealth Management
New Hampshire
$509K +$186K +688 +55%
WKWM
1650
Walter & Keenan Wealth Management
Indiana
$505K -$28.4K -105 -5%
64 65
66
67 68