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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
I
1701
INVST
Indiana
$322K -$15K -63 -4%
MIC
1702
Means Investment Company
Maine
$322K -$116K -486 -25%
AG
1703
AmeriFlex Group
Nevada
$320K -$9.55K -40 -3%
NP
1704
NorthRock Partners
Minnesota
$319K -$2.87K -12 -0.8%
AIA
1705
Accelerate Investment Advisors
California
$317K +$99.3K +416 +41%
SIM
1706
Synergy Investment Management
Florida
$316K -$18.6K -78 -5%
OPCM
1707
Osborne Partners Capital Management
California
$316K – – –
FPCG
1708
Forum Private Client Group
Indiana
$316K -$17.9K -75 -5%
PCM
1709
Park Capital Management
Wisconsin
$316K -$132K -554 -28%
DWM
1710
DecisionMap Wealth Management
Virginia
$314K -$20.3K -85 -6%
APA
1711
Astoria Portfolio Advisors
New York
$312K -$134K -563 -28%
OW
1712
Olistico Wealth
Oklahoma
$312K -$160K -670 -32%
VFG
1713
Valley Financial Group
Pennsylvania
$312K +$32K +134 +11%
OHIS
1714
Oak Harvest Investment Services
Texas
$312K +$478 +2 +0.1%
NRW
1715
Nova R Wealth
Kansas
$311K +$1.67K +7 +0.5%
CWA
1716
Crux Wealth Advisors
California
$311K +$9.55K +40 +3%
LSPW
1717
Lake Street Private Wealth
Illinois
$311K +$335K +1,402 New
SFGP
1718
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$310K – – –
SIC
1719
SJS Investment Consulting
Ohio
$310K +$38K +159 +13%
AWAP
1720
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$310K – – –
ZIC
1721
ZWJ Investment Counsel
Georgia
$306K – – –
AIC
1722
Archer Investment Corporation
Indiana
$306K – – –
CG
1723
Clifford Group
Massachusetts
$305K – – –
KW
1724
KWB Wealth
California
$304K – – –
MTIC
1725
Missouri Trust & Investment Company
Missouri
$304K -$93.6K -392 -22%
67 68
69
70 71