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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
JFG
1801
Jefferies Financial Group
New York
$263K -$127K -531 -31%
SWM
1802
Shakespeare Wealth Management
Wisconsin
$263K -$955 -4 -0.3%
MNBTD
1803
Moody National Bank Trust Division
Texas
$263K – – –
EL
1804
Essex LLC
Illinois
$263K -$18.6K -78 -6%
SM
1805
Sensible Money
Arizona
$262K +$29.1K +122 +11%
WAM
1806
WNY Asset Management
New York
$262K -$47.8K -200 -14%
GC
1807
GatePass Capital
Ohio
$262K +$71.6K +300 +34%
AI
1808
Axos Invest
Nevada
$261K -$102K -428 -27%
PW
1809
PUREfi Wealth
Massachusetts
$261K – – –
FCT
1810
First Community Trust
Iowa
$260K -$59.5K -249 -18%
HCA
1811
Heck Capital Advisors
Wisconsin
$259K -$12.2M -51,111 -98%
ITIM
1812
Indiana Trust & Investment Management
Indiana
$259K – – –
MAA
1813
Matrix Asset Advisors
New York
$259K – – –
AMIM
1814
Aull & Monroe Investment Management
Alabama
$259K – – –
MFF
1815
Michels Family Financial
Texas
$257K +$716 +3 +0.3%
EFP
1816
EnRich Financial Partners
Wisconsin
$256K -$3.34K -14 -1%
MFA
1817
Morling Financial Advisors
California
$256K -$95.5K -400 -26%
TA
1818
TPG Advisors
Illinois
$256K -$17.9K -75 -6%
SIA
1819
Sit Investment Associates
Minnesota
$256K – – –
AV
1820
Aspiring Ventures
Ohio
$255K – – –
LWCFA
1821
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$254K – – –
PCM
1822
Pennsylvania Capital Management
Pennsylvania
$254K +$55.4K +232 +25%
CHJWM
1823
Carlton Hofferkamp & Jenks Wealth Management
Texas
$253K +$12.4K +52 +4%
SVWG
1824
Shared Vision Wealth Group
United States
$253K – – –
RFP
1825
RCS Financial Planning
Maryland
$253K +$12.2K +51 +5%
71 72
73
74 75