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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
CS
1676
Capital Square
Tennessee
$583K +$44.7K +156 +9%
LWM
1677
Lodestone Wealth Management
Washington
$580K -$8.88K -31 -2%
SF
1678
Symphony Financial
Texas
$578K +$547K +1,908 New
VWM
1679
Venturi Wealth Management
Texas
$576K -$860 -3 -0.2%
BSTWA
1680
Blake Schutter Theil Wealth Advisors
Ohio
$575K +$82.5K +288 +18%
UCI
1681
Uncommon Cents Investing
Wisconsin
$574K +$543K +1,894 New
MWML
1682
Morrissey Wealth Management, LLC
Connecticut
$569K +$564K +1,969 New
OPW
1683
Osprey Private Wealth
New York
$569K +$4.87K +17 +0.9%
HIA
1684
Highland Investment Advisors
Florida
$567K +$536K +1,871 New
PIM
1685
Penobscot Investment Management
Massachusetts
$565K -$7.45K -26 -1%
MO
1686
McMillan Office
Michigan
$565K – – –
VPWA
1687
Vestia Personal Wealth Advisors
Indiana
$565K -$3.15K -11 -0.6%
CFP
1688
Cypress Financial Planning
New Jersey
$565K +$90.3K +315 +20%
WKWM
1689
Walter & Keenan Wealth Management
Indiana
$561K -$22.6K -79 -4%
KAM
1690
KEB Asset Management
Illinois
$560K -$96.3K -336 -15%
VCM
1691
Vision Capital Management
Oregon
$560K -$1.15K -4 -0.2%
BC
1692
Bakala Capital
South Carolina
$559K +$1.43K +5 +0.3%
GFPC
1693
Global Financial Private Client
Florida
$559K -$1.43K -5 -0.3%
IAIM
1694
International Assets Investment Management
Florida
$558K +$24.6K +86 +5%
MF
1695
Midwestern Financial
Iowa
$557K +$1.43K +5 +0.3%
WCL
1696
Wealth Care LLC
Florida
$556K -$78.5K -274 -13%
HW
1697
HORAN Wealth
Ohio
$556K -$513K -1,790 -49%
KFS
1698
Kaizen Financial Strategies
California
$553K -$90K -314 -15%
TWP
1699
Tyche Wealth Partners
Texas
$551K +$147K +513 +39%
NB
1700
NBT Bank
New York
$550K -$44.4K -155 -8%
66 67
68
69 70