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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
1751
GDS Wealth Management
Texas
$317K -$18.1K -73 -6%
MPCL
1752
My Personal CFO LLC
Washington
$317K -$410K -1,652 -57%
FWMP
1753
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$317K – – –
GWA
1754
Gratus Wealth Advisors
Virginia
$315K +$248 +1 +0.1%
MP
1755
McDonald Partners
Ohio
$315K -$52.6K -212 -15%
CHJWM
1756
Carlton Hofferkamp & Jenks Wealth Management
Texas
$315K – – –
IAS
1757
Integrity Advisory Solutions
Texas
$315K +$307K +1,237 New
M1FG
1758
Mach-1 Financial Group
Arkansas
$315K +$307K +1,237 New
WFA
1759
WMG Financial Advisors
Tennessee
$315K -$1.24K -5 -0.4%
WHC
1760
Wulff, Hansen & Co
California
$314K -$125K -505 -29%
RMC
1761
Resources Management Corp
Connecticut
$312K -$13.9K -56 -4%
OWA
1762
Opal Wealth Advisors
New York
$312K -$7.19K -29 -2%
GC
1763
Gilbert & Cook
Iowa
$311K +$58K +234 +24%
SGI
1764
Summit Global Investments
Utah
$311K +$35.7K +144 +13%
PFA
1765
Portland Financial Advisors
New York
$310K – – –
NCFG
1766
New Century Financial Group
New Jersey
$308K – – –
FFM
1767
Forum Financial Management
Illinois
$307K -$6.45K -26 -2%
MA
1768
MBA Advisors
Pennsylvania
$306K – – –
OPCM
1769
Osborne Partners Capital Management
California
$306K – – –
MIA
1770
MainStreet Investment Advisors
Illinois
$304K – – –
WSWA
1771
Warren Street Wealth Advisors
California
$303K +$25.5K +103 +9%
PPW
1772
Pasadena Private Wealth
California
$303K -$2.73K -11 -0.9%
HBW
1773
Hazlett, Burt & Watson
West Virginia
$302K +$54.6K +220 +23%
CHAM
1774
Clear Harbor Asset Management
Connecticut
$301K +$294K +1,185 New
GC
1775
GatePass Capital
Ohio
$301K – – –
69 70
71
72 73