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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
1651
LJI Wealth Management
Indiana
$497K +$116K +428 +29%
AWA
1652
Alta Wealth Advisors
Massachusetts
$497K +$1.62K +6 +0.3%
PIM
1653
Penobscot Investment Management
Massachusetts
$495K -$117K -432 -19%
VPWA
1654
Vestia Personal Wealth Advisors
Indiana
$493K +$3.25K +12 +0.6%
LC
1655
LCNB Corp
Ohio
$491K – – –
PWA
1656
Physician Wealth Advisors
Utah
$490K – – –
MO
1657
McMillan Office
Michigan
$488K – – –
OPW
1658
Osprey Private Wealth
New York
$487K +$203K +750 +68%
VCM
1659
Vision Capital Management
Oregon
$485K +$1.08K +4 +0.2%
CA
1660
Calton & Associates
Florida
$485K -$50.3K -186 -9%
GFPC
1661
Global Financial Private Client
Florida
$484K +$11.9K +44 +2%
BC
1662
Bakala Capital
South Carolina
$482K +$1.89K +7 +0.4%
KA
1663
KLCM Advisors
Wisconsin
$481K – – –
FFS
1664
Founders Financial Securities
Maryland
$480K -$444K -1,641 -48%
MF
1665
Midwestern Financial
Iowa
$480K +$1.89K +7 +0.4%
WFA
1666
Wells Financial Advisors
Massachusetts
$479K -$1.44M -5,311 -74%
TFA
1667
TrustWell Financial Advisors
Florida
$477K – – –
CKAIS
1668
Christensen King & Associates Investment Services
Washington
$476K +$271 +1 +0.1%
RSF
1669
Rik Saylor Financial
Ohio
$475K +$541 +2 +0.1%
SL
1670
Summitry LLC
California
$473K +$13.5K +50 +3%
PSCM
1671
Per Stirling Capital Management
Texas
$472K +$98.2K +363 +25%
VWM
1672
Vigilare Wealth Management
Arizona
$472K -$1.54M -5,693 -76%
BMWM
1673
Brown Miller Wealth Management
Virginia
$471K – – –
AFTS
1674
American Financial & Tax Strategies
New York
$470K – – –
PAS
1675
Parsonex Advisory Services
Colorado
$470K -$49K -181 -9%
65 66
67
68 69