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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
KW
1776
KWB Wealth
California
$300K – – –
RYIA
1777
Roehl & Yi Investment Advisors
Oregon
$300K +$827K +3,334 New
OFG
1778
Omega Financial Group
California
$300K +$292K +1,177 New
SCI
1779
Silver Coast Investments
United States
$299K +$11.2K +45 +4%
ITIM
1780
Indiana Trust & Investment Management
Indiana
$298K – – –
SWM
1781
Shakespeare Wealth Management
Wisconsin
$297K -$4.46K -18 -2%
FPF
1782
First Pacific Financial
Washington
$297K +$18.6K +75 +7%
AFA
1783
Alpha Financial Advisors
North Carolina
$297K +$248 +1 +0.1%
SM
1784
Sensible Money
Arizona
$295K -$5.95K -24 -2%
EFP
1785
EnRich Financial Partners
Wisconsin
$295K +$744 +3 +0.3%
AV
1786
Aspiring Ventures
Ohio
$294K – – –
MC
1787
Moors & Cabot
Massachusetts
$293K -$24.3K -98 -8%
SIA
1788
Sit Investment Associates
Minnesota
$293K – – –
AB
1789
Atlas Brown
Kentucky
$292K +$285K +1,150 New
CFG
1790
Carter Financial Group
Illinois
$292K +$992 +4 +0.4%
HCWM
1791
Hidden Cove Wealth Management
Washington
$292K +$285K +1,148 New
MAA
1792
Matrix Asset Advisors
New York
$292K – – –
GFG
1793
Goldstone Financial Group
Illinois
$291K +$284K +1,145 New
DIP
1794
Davis Investment Partners
North Carolina
$291K +$1.24K +5 +0.4%
BTW
1795
Boston Trust Walden
Massachusetts
$291K +$284K +1,144 New
SVWG
1796
Shared Vision Wealth Group
United States
$290K – – –
FA
1797
Fedenia Advisers
Wisconsin
$290K +$283K +1,140 New
IAS
1798
IMA Advisory Services
Colorado
$289K +$24.8K +100 +10%
BOSSRA
1799
B.O.S.S. Retirement Advisors
Utah
$289K -$248 -1 -0.1%
E
1800
EntreWealth
Texas
$288K +$281K +1,133 New
70 71
72
73 74