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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
CKAIS
1701
Christensen King & Associates Investment Services
Washington
$550K – – –
RFA
1702
Register Financial Advisors
Georgia
$550K +$100K +350 +24%
RSF
1703
Rik Saylor Financial
Ohio
$548K -$1.15K -4 -0.2%
TGAM
1704
TBH Global Asset Management
Tennessee
$548K +$13.8K +48 +3%
PMWMG
1705
Parr McKnight Wealth Management Group
Minnesota
$547K +$14.9K +52 +3%
PSCM
1706
Per Stirling Capital Management
Texas
$546K +$287 +1 +0.1%
MIC
1707
Means Investment Company
Maine
$546K +$85.4K +298 +20%
BMWM
1708
Brown Miller Wealth Management
Virginia
$546K – – –
AIC
1709
Archer Investment Corporation
Indiana
$545K +$18.6K +65 +4%
AFTS
1710
American Financial & Tax Strategies
New York
$544K – – –
FFB
1711
First Financial Bankshares
Texas
$542K – – –
PWP
1712
Parkwoods Wealth Partners
New York
$542K +$512K +1,787 New
MBT
1713
Montecito Bank & Trust
California
$541K – – –
RZH
1714
Relyea Zuckerberg Hanson
Connecticut
$541K +$287 +1 +0.1%
SOAG
1715
Silver Oak Advisory Group
Oregon
$540K – – –
NWM
1716
Northwest Wealth Management
Iowa
$538K +$4.58K +16 +0.9%
SFS
1717
Strategic Financial Services
New York
$537K – – –
TWP
1718
Triad Wealth Partners
Kansas
$536K +$148K +517 +41%
SMA
1719
Seven Mile Advisory
New Jersey
$536K – – –
DC
1720
Dahring Cusmano
Michigan
$535K +$1.43K +5 +0.3%
TC
1721
Town Capital
Maryland
$535K +$2.01K +7 +0.4%
C
1722
Covestor
United Kingdom
$534K +$16.6K +58 +3%
DWA
1723
Douglass Winthrop Advisors
New York
$534K – – –
VA
1724
Veratis Advisors
North Carolina
$534K +$504K +1,760 New
LWM
1725
LJI Wealth Management
Indiana
$533K -$40.1K -140 -7%
67 68
69
70 71