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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
AG
1701
AmeriFlex Group
Nevada
$320K -$9.55K -40 -3%
NP
1702
NorthRock Partners
Minnesota
$319K -$2.87K -12 -0.8%
AIA
1703
Accelerate Investment Advisors
California
$317K +$99.3K +416 +41%
SIM
1704
Synergy Investment Management
Florida
$316K -$18.6K -78 -5%
OPCM
1705
Osborne Partners Capital Management
California
$316K – – –
FPCG
1706
Forum Private Client Group
Indiana
$316K -$17.9K -75 -5%
PCM
1707
Park Capital Management
Wisconsin
$316K -$132K -554 -28%
DWM
1708
DecisionMap Wealth Management
Virginia
$314K -$20.3K -85 -6%
APA
1709
Astoria Portfolio Advisors
New York
$312K -$134K -563 -28%
OW
1710
Olistico Wealth
Oklahoma
$312K -$160K -670 -32%
VFG
1711
Valley Financial Group
Pennsylvania
$312K +$32K +134 +11%
OHIS
1712
Oak Harvest Investment Services
Texas
$312K +$478 +2 +0.1%
NRW
1713
Nova R Wealth
Kansas
$311K +$1.67K +7 +0.5%
CWA
1714
Crux Wealth Advisors
California
$311K +$9.55K +40 +3%
LSPW
1715
Lake Street Private Wealth
Illinois
$311K +$335K +1,402 New
SFGP
1716
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$310K – – –
SIC
1717
SJS Investment Consulting
Ohio
$310K +$38K +159 +13%
AWAP
1718
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$310K – – –
ZIC
1719
ZWJ Investment Counsel
Georgia
$306K – – –
AIC
1720
Archer Investment Corporation
Indiana
$306K – – –
CG
1721
Clifford Group
Massachusetts
$305K – – –
KW
1722
KWB Wealth
California
$304K – – –
MTIC
1723
Missouri Trust & Investment Company
Missouri
$304K -$93.6K -392 -22%
APW
1724
Austin Private Wealth
Texas
$303K -$7.4K -31 -2%
DI
1725
Disciplined Investors
Texas
$303K +$2.63K +11 +0.8%
67 68
69
70 71