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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
1726
Total Wealth Planning
Ohio
$327K +$4.67K +19 +1%
MFA
1727
Millington Financial Advisors
Illinois
$326K +$29.5K +120 +10%
KWM
1728
Keebeck Wealth Management
Illinois
$326K +$334K +1,357 New
SSWM
1729
Sheets Smith Wealth Management
North Carolina
$326K – – –
KL
1730
KWMG LLC
Kansas
$325K -$2.95K -12 -0.9%
DI
1731
Disciplined Investors
Texas
$325K +$334K +1,356 New
ARC
1732
Advisor Resource Council
Texas
$325K -$554K -2,253 -62%
APP
1733
Avantax Planning Partners
Iowa
$325K -$7.63K -31 -2%
BW
1734
Blalock Williams
Alabama
$325K +$332K +1,351 New
CEI
1735
Clark Estates Inc
New York
$324K – – –
KFSN
1736
Keystone Financial Services (Nebraska)
Nebraska
$324K +$331K +1,347 New
AWA
1737
Amplius Wealth Advisors
Pennsylvania
$322K +$89.6K +364 +37%
FCC
1738
Flower City Capital
New York
$322K -$12.3K -50 -4%
BCMLT
1739
Beacon Capital Management LLC (Tennessee)
Tennessee
$320K -$42.1K -171 -11%
SFM
1740
Signet Financial Management
New Jersey
$320K +$328K +1,331 New
C
1741
Certuity
Florida
$320K -$2.21K -9 -0.7%
WFA
1742
WMG Financial Advisors
Tennessee
$319K +$13.8K +56 +4%
JWCA
1743
J.W. Coons Advisors
Ohio
$319K -$200K -813 -38%
NPT
1744
Nixon Peabody Trust
Massachusetts
$319K +$327K +1,327 New
VPF
1745
Vantage Point Financial
Illinois
$319K +$326K +1,326 New
NA
1746
Nottingham Advisors
New York
$317K -$602K -2,446 -65%
FH
1747
Financial Harvest
Florida
$317K +$324K +1,318 New
SWM
1748
SilverOak Wealth Management
Minnesota
$317K +$22.4K +91 +7%
HW
1749
Hancock Whitney
Mississippi
$316K – – –
FOR
1750
Family Office Research
Maryland
$316K +$323K +1,313 New
68 69
70
71 72