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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
IAS
1676
Insigneo Advisory Services
Florida
$347K +$33.2K +149 +11%
SCP
1677
Stevens Capital Partners
Nebraska
$347K -$5.13K -23 -2%
LRPA
1678
L. Roy Papp & Associates
Arizona
$345K +$223 +1 +0.1%
WPWM
1679
Windward Private Wealth Management
Kansas
$345K – – –
PMWMG
1680
Parr McKnight Wealth Management Group
Minnesota
$344K -$1.56K -7 -0.5%
MP
1681
McDonald Partners
Ohio
$344K +$324K +1,452 New
PF
1682
Prosperitas Financial
California
$343K -$7.41M -33,195 -96%
TTIC
1683
Tower Trust & Investment Company
Iowa
$343K +$24.3K +109 +8%
VAF
1684
Values Added Financial
District of Columbia
$341K -$136K -609 -30%
VAS
1685
Vestmark Advisory Solutions
Massachusetts
$341K +$321K +1,440 New
NIWA
1686
New Insight Wealth Advisors
California
$341K -$155K -694 -33%
ATC
1687
Advantage Trust Company
Kansas
$341K +$82.5K +370 +35%
GIA
1688
GHP Investment Advisors
Colorado
$339K -$68.5K -307 -18%
HAP
1689
Harbor Asset Planning
Massachusetts
$338K +$319K +1,428 New
CMP
1690
Courage Miller Partners
Virginia
$335K +$64.7K +290 +26%
FWM
1691
Forza Wealth Management
Florida
$334K +$315K +1,410 New
OW
1692
Olistico Wealth
Oklahoma
$334K – – –
ACM
1693
Aspen Capital Management
Idaho
$333K +$9.82K +44 +3%
UF
1694
Univest Financial
Pennsylvania
$333K -$620K -2,780 -66%
SFGP
1695
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$332K – – –
FPCG
1696
Forum Private Client Group
Indiana
$331K -$6.02K -27 -2%
JCM
1697
Jacobi Capital Management
Pennsylvania
$331K +$28.8K +129 +10%
AWAP
1698
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$331K – – –
HAS
1699
HBW Advisory Services
California
$330K -$22.1K -99 -7%
KFS
1700
Kaizen Financial Strategies
California
$329K -$127K -571 -29%
66 67
68
69 70