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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
RWS
1726
Resolute Wealth Strategies
Mississippi
$522K – – –
ICP
1727
Interchange Capital Partners
Pennsylvania
$521K -$16.9K -59 -3%
PA
1728
PFW Advisors
Georgia
$520K – – –
SFG
1729
Synergy Financial Group
California
$518K +$4.01K +14 +0.8%
LWP
1730
LMG Wealth Partners
Louisiana
$515K – – –
HPC
1731
HM Payson & Co
Maine
$514K – – –
PSP
1732
Pacific Sage Partners
Washington
$513K +$41.8K +146 +9%
XPN
1733
XY Planning Network
Montana
$511K +$101K +351 +26%
TTIC
1734
Tower Trust & Investment Company
Iowa
$509K -$9.17K -32 -2%
CA
1735
Calton & Associates
Florida
$505K -$53K -185 -10%
NIWA
1736
New Insight Wealth Advisors
California
$504K +$23.8K +83 +5%
SWA
1737
Stratos Wealth Advisors
Ohio
$503K -$3.15K -11 -0.7%
WI
1738
Westbourne Investments
Virginia
$502K -$10K -35 -2%
BB
1739
Bell Bank
North Dakota
$501K -$21.5K -75 -4%
TPCM
1740
Templeton & Phillips Capital Management
Tennessee
$501K – – –
GBFP
1741
Golden Bell Financial Planning
Georgia
$499K – – –
LFA
1742
LifeGuide Financial Advisors
Pennsylvania
$499K – – –
TAM
1743
Tocqueville Asset Management
New York
$498K – – –
MPW
1744
MA Private Wealth
California
$497K -$410K -1,432 -47%
FNBOMD
1745
First National Bank of Mount Dora
Florida
$497K – – –
OC
1746
Oarsman Capital
Wisconsin
$496K -$20.1K -70 -4%
ACM
1747
Alpha Capital Management
Texas
$495K +$20.3K +71 +5%
PMSA
1748
Patrick M. Sweeney & Associates
Illinois
$493K +$287 +1 +0.1%
GAM
1749
Griffin Asset Management
New York
$493K -$573 -2 -0.1%
BWS
1750
Buck Wealth Strategies
Colorado
$492K -$1.15K -4 -0.2%
68 69
70
71 72