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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
KFP
1651
Keener Financial Planning
Texas
$385K – – –
DWG
1652
Darden Wealth Group
Michigan
$384K +$374K +1,510 New
DDC
1653
DF Dent & Co
Maryland
$384K – – –
UF
1654
Univest Financial
Pennsylvania
$384K +$25.5K +103 +7%
KFI
1655
Key Financial Inc
Pennsylvania
$384K +$36.7K +148 +11%
WA
1656
WPG Advisers
Maryland
$383K -$1.88M -7,573 -83%
EP
1657
Essential Planning
New Hampshire
$383K – – –
FA
1658
FF Advisors
California
$382K -$28.5K -115 -7%
TA
1659
TruWealth Advisors
Louisiana
$381K -$52.3K -211 -12%
MIC
1660
Means Investment Company
Maine
$380K +$496 +2 +0.1%
UWS
1661
Unique Wealth Strategies
Illinois
$380K -$4.96K -20 -1%
VFG
1662
Valley Financial Group
Pennsylvania
$378K +$2.23K +9 +0.6%
AWA
1663
Authentikos Wealth Advisory
California
$378K -$18.8K -76 -5%
CGL
1664
Clarius Group LLC
Washington
$377K – – –
IWP
1665
IAG Wealth Partners
Wisconsin
$377K -$32.5K -131 -8%
RWS
1666
Resolute Wealth Strategies
Mississippi
$375K – – –
WA
1667
WealthTrust Axiom
Pennsylvania
$375K – – –
PFS
1668
Prospect Financial Services
New York
$375K +$91.8K +370 +33%
VFG
1669
Victory Financial Group
Texas
$375K – – –
CIC
1670
Cutler Investment Counsel
Oregon
$374K +$363K +1,465 New
LWM
1671
LJI Wealth Management
Indiana
$374K – – –
I
1672
INVST
Indiana
$373K -$19.1K -77 -5%
SIC
1673
SJS Investment Consulting
Ohio
$373K +$75.4K +304 +26%
GDP
1674
Great Diamond Partners
Maine
$373K – – –
VAF
1675
Values Added Financial
District of Columbia
$373K +$6.2K +25 +2%
65 66
67
68 69