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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
SPWM
1651
Spartan Planning & Wealth Management
North Carolina
$7K +$7.37K +37 New
AWA
1652
Authentikos Wealth Advisory
California
$6.81K +$7.17K +36 New
HWM
1653
HighMark Wealth Management
Minnesota
$6.65K – – –
ICM
1654
Intrepid Capital Management
Florida
$6.62K – – –
RG
1655
Retirement Group
California
$6.36K – – –
MIM
1656
MTM Investment Management
South Carolina
$6.05K – – –
ZC
1657
Zeit Capital
Colorado
$5.67K – – –
OP
1658
ORG Partners
Indiana
$5.48K -$167K -837 -97%
VAG
1659
VisionPoint Advisory Group
Texas
$5.48K +$1.2K +6 +26%
FAM
1660
Family Asset Management
South Carolina
$4.73K -$30.7K -154 -86%
HI
1661
Horizon Investments
North Carolina
$3.59K +$3.79K +19 New
FA
1662
Faithward Advisors
Pennsylvania
$3.3K +$598 +3 +20%
CIM
1663
Contravisory Investment Management
Massachusetts
$3.21K – – –
IRC
1664
Investors Research Corp
Georgia
$3.21K – – –
TFG
1665
Team Financial Group
California
$2.52K +$2.59K +13 New
HPIA
1666
Hamilton Point Investment Advisors
North Carolina
$2.27K -$26.9K -135 -92%
CSWG
1667
Cardinal Strategic Wealth Guidance
Kentucky
$2.27K – – –
CPG
1668
Cornerstone Planning Group
New Jersey
$2.27K +$2.39K +12 New
YAL
1669
Your Advocates Ltd
Texas
$2.27K +$2.39K +12 New
CA
1670
Centerpoint Advisors
Massachusetts
$1K – – –
CMA
1671
Cedar Mountain Advisors
Oregon
$945 – – –
BWP
1672
Baldwin Wealth Partners
Massachusetts
$756 – – –
NA
1673
Nordwand Advisors
Pennsylvania
$567 – – –
CWA
1674
Carolina Wealth Advisors
South Carolina
$378 -$1.4K -7 -78%
V
1675
Veritable
Delaware
– -$12.7M -63,781 Closed
65 66
67
68 69