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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
EFG
1701
Elm3 Financial Group
Georgia
$344K +$352K +1,432 New
SEM
1702
Strategic Equity Management
Arizona
$344K -$2.95K -12 -0.8%
OPCM
1703
Osborne Partners Capital Management
California
$343K +$30.3K +123 +9%
DA
1704
Detalus Advisors
Missouri
$342K +$11.6K +47 +3%
FCT
1705
First Community Trust
Iowa
$342K +$984 +4 +0.3%
DA
1706
Drake & Associates
Wisconsin
$339K +$12.1K +49 +4%
OHIS
1707
Oak Harvest Investment Services
Texas
$337K -$10.1K -41 -3%
SFGP
1708
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$336K +$344K +1,400 New
APW
1709
Austin Private Wealth
Texas
$336K +$31.2K +127 +10%
NRW
1710
Nova R Wealth
Kansas
$336K -$4.43K -18 -1%
AWAP
1711
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$335K – – –
ZRP
1712
Zynergy Retirement Planning
New Jersey
$335K – – –
TPW
1713
Tiller Private Wealth
Pennsylvania
$333K – – –
PMSA
1714
Patrick M. Sweeney & Associates
Illinois
$333K +$8.12K +33 +2%
OP
1715
ORG Partners
Indiana
$332K +$30K +122 +10%
WAM
1716
WNY Asset Management
New York
$332K +$28.8K +117 +9%
AIC
1717
Allodium Investment Consultants
Minnesota
$332K +$340K +1,382 New
ZIC
1718
ZWJ Investment Counsel
Georgia
$332K -$13.3K -54 -4%
AIC
1719
Archer Investment Corporation
Indiana
$331K -$3.94K -16 -1%
OWA
1720
Opal Wealth Advisors
New York
$331K +$21.2K +86 +7%
CG
1721
Clifford Group
Massachusetts
$330K – – –
BL
1722
Balentine LLC
Georgia
$328K -$11.3K -46 -3%
FPW
1723
Fairvoy Private Wealth
Alabama
$328K +$335K +1,363 New
CWA
1724
Crux Wealth Advisors
California
$327K +$335K +1,362 New
TWP
1725
Total Wealth Planning
Ohio
$327K +$4.67K +19 +1%
67 68
69
70 71