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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
UWS
1801
Unique Wealth Strategies
Illinois
$367K -$18.7K -73 -5%
AWA
1802
Adapt Wealth Advisors
Georgia
$366K -$153K -596 -30%
PFS
1803
Prospect Financial Services
New York
$365K -$15.4K -60 -4%
FWM
1804
Forza Wealth Management
Florida
$364K – – –
BZWA
1805
Blue Zone Wealth Advisors
California
$363K +$112K +436 +45%
DWM
1806
Dynasty Wealth Management
Florida
$363K -$6.66K -26 -2%
ACM
1807
Aspen Capital Management
Idaho
$362K – – –
AP
1808
Aspect Partners
Virginia
$362K – – –
VHAM
1809
Van Hulzen Asset Management
California
$362K +$102K +398 +40%
JAWA
1810
John A. Wolfe & Associates
Michigan
$360K +$358K +1,396 New
AWAP
1811
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$360K – – –
CMP
1812
Courage Miller Partners
Virginia
$360K – – –
CCP
1813
Clarkston Capital Partners
Michigan
$359K +$357K +1,392 New
SPA
1814
Sentinel Pension Advisors
Massachusetts
$357K +$17.4K +68 +5%
ACM
1815
Andina Capital Management
Utah
$356K +$63.5K +248 +22%
DI
1816
Disciplined Investors
Texas
$355K +$769 +3 +0.2%
SDH
1817
Sloy Dahl & Holst
Washington
$355K +$109K +427 +45%
TA
1818
TrueWealth Advisors
Alabama
$355K -$16.4K -64 -4%
CG
1819
Clifford Group
Massachusetts
$354K – – –
VPF
1820
Vantage Point Financial
Illinois
$354K +$1.28K +5 +0.4%
LOPW
1821
Live Oak Private Wealth
North Carolina
$354K -$4.1K -16 -1%
TWP
1822
Tempus Wealth Planning
California
$354K +$1.02K +4 +0.3%
FCM
1823
Firestone Capital Management
Florida
$353K +$2.31K +9 +0.7%
KOC
1824
Koss-Olinger Consulting
Florida
$352K +$256 +1 +0.1%
TFM
1825
Trademark Financial Management
Minnesota
$352K +$1.54K +6 +0.4%
71 72
73
74 75