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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
FSA
1776
Fort Sheridan Advisors
Illinois
$483K – – –
RCA
1777
Riverview Capital Advisers
Massachusetts
$482K -$17.8K -62 -4%
LA
1778
Lifeworks Advisors
Michigan
$481K -$46.4K -162 -9%
IPA
1779
Investment Planning Advisors
Georgia
$479K -$17.8K -62 -4%
RW
1780
REDW Wealth
New Mexico
$479K – – –
RSA
1781
River Street Advisors
Illinois
$479K – – –
LA
1782
LexAurum Advisors
Kansas
$479K -$10.6K -37 -2%
DACG
1783
Donor Advised Charitable Giving
California
$476K – – –
FFM
1784
Forum Financial Management
Illinois
$476K -$16.3K -57 -4%
TCM
1785
TruNorth Capital Management
Michigan
$476K – – –
DDC
1786
DF Dent & Co
Maryland
$473K – – –
DWM
1787
Denver Wealth Management
Colorado
$473K +$76.5K +267 +21%
HSA
1788
HBK Sorce Advisory
Pennsylvania
$473K +$19.2K +67 +4%
EWP
1789
Evergreen Wealth Partners
Montana
$472K -$573 -2 -0.1%
FWA
1790
Fidelis Wealth Advisors
Colorado
$471K +$582K +2,031 New
IWA
1791
Independent Wealth Advisors
North Carolina
$468K +$1.15K +4 +0.3%
LA
1792
LVW Advisors
New York
$468K +$44.4K +155 +11%
GDP
1793
Great Diamond Partners
Maine
$468K +$573 +2 +0.1%
TCP
1794
TMB Capital Partners
Arkansas
$467K – – –
GWSA
1795
Global Wealth Strategies & Associates
Colorado
$467K -$35K -122 -7%
B
1796
Bensler
Washington
$467K +$573 +2 +0.1%
SIC
1797
SJS Investment Consulting
Ohio
$467K – – –
SIM
1798
Studio Investment Management
Illinois
$465K +$439K +1,533 New
PG
1799
Proffitt & Goodson
Tennessee
$463K -$860 -3 -0.2%
CWM
1800
Carolina Wealth Management
North Carolina
$463K +$438K +1,528 New
70 71
72
73 74