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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
HSA
1776
HBK Sorce Advisory
Pennsylvania
$473K +$19.2K +67 +4%
EWP
1777
Evergreen Wealth Partners
Montana
$472K -$573 -2 -0.1%
FWA
1778
Fidelis Wealth Advisors
Colorado
$471K +$582K +2,031 New
IWA
1779
Independent Wealth Advisors
North Carolina
$468K +$1.15K +4 +0.3%
LA
1780
LVW Advisors
New York
$468K +$44.4K +155 +11%
GDP
1781
Great Diamond Partners
Maine
$468K +$573 +2 +0.1%
TCP
1782
TMB Capital Partners
Arkansas
$467K – – –
GWSA
1783
Global Wealth Strategies & Associates
Colorado
$467K -$35K -122 -7%
B
1784
Bensler
Washington
$467K +$573 +2 +0.1%
SIC
1785
SJS Investment Consulting
Ohio
$467K – – –
SIM
1786
Studio Investment Management
Illinois
$465K +$439K +1,533 New
PG
1787
Proffitt & Goodson
Tennessee
$463K -$860 -3 -0.2%
CWM
1788
Carolina Wealth Management
North Carolina
$463K +$438K +1,528 New
KFP
1789
Keener Financial Planning
Texas
$463K +$4.3K +15 +1%
EBA
1790
Eagle Bay Advisors
New York
$461K – – –
BTWM
1791
Baker Tilly Wealth Management
Wisconsin
$460K -$114K -397 -21%
CIC
1792
Cutler Investment Counsel
Oregon
$460K +$15.2K +53 +4%
FCM
1793
Firestone Capital Management
Florida
$459K +$40.7K +142 +10%
JHC
1794
J. Hagan Capital
Kentucky
$459K +$4.3K +15 +1%
CCA
1795
Cora Capital Advisors
New Jersey
$457K -$7.17K -25 -2%
OWA
1796
Opal Wealth Advisors
New York
$457K -$20.1K -70 -4%
NRW
1797
Nova R Wealth
Kansas
$457K -$132K -460 -23%
SDH
1798
Sloy Dahl & Holst
Washington
$457K -$287 -1 -0.1%
EI
1799
EFG International
$456K -$297K -1,036 -41%
AGC
1800
August Group Capital
$456K +$1.15K +4 +0.3%
70 71
72
73 74