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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
1726
Coastwise Capital Group
California
$413K – – –
KL
1727
KWMG LLC
Kansas
$412K +$73.5K +287 +22%
SVWAG
1728
Sound View Wealth Advisors Group
Georgia
$412K -$45.9K -179 -10%
IWA
1729
Independent Wealth Advisors
North Carolina
$412K +$409K +1,597 New
TA
1730
TPG Advisors
Illinois
$412K +$40.5K +158 +11%
BB
1731
Busey Bank
Illinois
$412K +$1.28K +5 +0.3%
DWA
1732
Delap Wealth Advisory
Oregon
$411K -$37.7K -147 -8%
IPA
1733
Investment Planning Advisors
Georgia
$410K +$43.3K +169 +12%
RSA
1734
River Street Advisors
Illinois
$408K – – –
ICP
1735
Interchange Capital Partners
Pennsylvania
$407K -$15.1K -59 -4%
HSA
1736
HBK Sorce Advisory
Pennsylvania
$407K -$51K -199 -12%
DACG
1737
Donor Advised Charitable Giving
California
$405K – – –
JSA
1738
Jim Saulnier & Associates
Colorado
$405K +$2.82K +11 +0.7%
TCM
1739
TruNorth Capital Management
Michigan
$405K – – –
LGWM
1740
Litman Gregory Wealth Management
California
$403K – – –
BFG
1741
Bouchey Financial Group
New York
$403K -$3.84K -15 -1%
GB
1742
Goepper Burkhardt
South Carolina
$401K -$20.8K -81 -5%
CPWL
1743
Coquina Private Wealth LLC
Florida
$401K +$399K +1,556 New
FNWM
1744
Financial Network Wealth Management
Utah
$401K -$2.82K -11 -0.7%
EWP
1745
Evergreen Wealth Partners
Montana
$401K +$398K +1,553 New
FAG
1746
Fortitude Advisory Group
Washington
$400K -$54.8K -214 -12%
ECM
1747
EagleClaw Capital Management
Massachusetts
$400K – – –
SFP
1748
Shepherd Financial Partners
Massachusetts
$399K – – –
TBFA
1749
Three Bearings Fiduciary Advisors
New Hampshire
$398K +$378K +1,474 New
TCP
1750
TMB Capital Partners
Arkansas
$398K +$395K +1,541 New
68 69
70
71 72