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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
PF
1701
Prosperitas Financial
California
$350K -$18.4K -74 -5%
DI
1702
Disciplined Investors
Texas
$349K +$992 +4 +0.3%
CG
1703
Clifford Group
Massachusetts
$349K – – –
KWM
1704
Keebeck Wealth Management
Illinois
$349K +$992 +4 +0.3%
VPF
1705
Vantage Point Financial
Illinois
$348K +$61.3K +247 +22%
TWP
1706
Tempus Wealth Planning
California
$347K +$6.45K +26 +2%
BSTWA
1707
Blake Schutter Theil Wealth Advisors
Ohio
$347K +$118K +476 +53%
WCM
1708
Washburn Capital Management
Florida
$347K -$90.5K -365 -21%
FCM
1709
Firestone Capital Management
Florida
$346K +$7.19K +29 +2%
TFM
1710
Trademark Financial Management
Minnesota
$345K -$4.46K -18 -1%
ZRP
1711
Zynergy Retirement Planning
New Jersey
$344K – – –
HAS
1712
HBW Advisory Services
California
$344K -$9.42K -38 -3%
LA
1713
LVW Advisors
New York
$344K – – –
SSWM
1714
Sheets Smith Wealth Management
North Carolina
$344K – – –
CEI
1715
Clark Estates Inc
New York
$343K – – –
PMG
1716
ProVise Management Group
Florida
$343K -$992 -4 -0.3%
ZIC
1717
ZWJ Investment Counsel
Georgia
$342K – – –
MTIC
1718
Missouri Trust & Investment Company
Missouri
$342K -$6.2K -25 -2%
SFM
1719
Signet Financial Management
New Jersey
$341K +$1.74K +7 +0.5%
IFWM
1720
Institute for Wealth Management
Colorado
$339K +$331K +1,333 New
OW
1721
Olistico Wealth
Oklahoma
$339K -$18.6K -75 -5%
FPCG
1722
Forum Private Client Group
Indiana
$338K -$17.6K -71 -5%
PMWMG
1723
Parr McKnight Wealth Management Group
Minnesota
$337K -$31.2K -126 -9%
FCC
1724
Flower City Capital
New York
$337K -$6.94K -28 -2%
SWM
1725
SilverOak Wealth Management
Minnesota
$336K – – –
67 68
69
70 71