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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
CFP
1651
Cypress Financial Planning
New Jersey
$386K -$12.4K -50 -3%
KFP
1652
Keener Financial Planning
Texas
$385K – – –
DWG
1653
Darden Wealth Group
Michigan
$384K +$374K +1,510 New
DDC
1654
DF Dent & Co
Maryland
$384K – – –
UF
1655
Univest Financial
Pennsylvania
$384K +$25.5K +103 +7%
KFI
1656
Key Financial Inc
Pennsylvania
$384K +$36.7K +148 +11%
WA
1657
WPG Advisers
Maryland
$383K -$1.88M -7,573 -83%
EP
1658
Essential Planning
New Hampshire
$383K – – –
FA
1659
FF Advisors
California
$382K -$28.5K -115 -7%
TA
1660
TruWealth Advisors
Louisiana
$381K -$52.3K -211 -12%
MIC
1661
Means Investment Company
Maine
$380K +$496 +2 +0.1%
UWS
1662
Unique Wealth Strategies
Illinois
$380K -$4.96K -20 -1%
VFG
1663
Valley Financial Group
Pennsylvania
$378K +$2.23K +9 +0.6%
AWA
1664
Authentikos Wealth Advisory
California
$378K -$18.8K -76 -5%
CGL
1665
Clarius Group LLC
Washington
$377K – – –
IWP
1666
IAG Wealth Partners
Wisconsin
$377K -$32.5K -131 -8%
RWS
1667
Resolute Wealth Strategies
Mississippi
$375K – – –
WA
1668
WealthTrust Axiom
Pennsylvania
$375K – – –
PFS
1669
Prospect Financial Services
New York
$375K +$91.8K +370 +33%
VFG
1670
Victory Financial Group
Texas
$375K – – –
CIC
1671
Cutler Investment Counsel
Oregon
$374K +$363K +1,465 New
LWM
1672
LJI Wealth Management
Indiana
$374K – – –
I
1673
INVST
Indiana
$373K -$19.1K -77 -5%
SIC
1674
SJS Investment Consulting
Ohio
$373K +$75.4K +304 +26%
GDP
1675
Great Diamond Partners
Maine
$373K – – –
65 66
67
68 69