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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
BZWA
1801
Blue Zone Wealth Advisors
California
$363K +$112K +436 +45%
DWM
1802
Dynasty Wealth Management
Florida
$363K -$6.66K -26 -2%
ACM
1803
Aspen Capital Management
Idaho
$362K – – –
AP
1804
Aspect Partners
Virginia
$362K – – –
VHAM
1805
Van Hulzen Asset Management
California
$362K +$102K +398 +40%
JAWA
1806
John A. Wolfe & Associates
Michigan
$360K +$358K +1,396 New
AWAP
1807
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$360K – – –
CMP
1808
Courage Miller Partners
Virginia
$360K – – –
CCP
1809
Clarkston Capital Partners
Michigan
$359K +$357K +1,392 New
SPA
1810
Sentinel Pension Advisors
Massachusetts
$357K +$17.4K +68 +5%
ACM
1811
Andina Capital Management
Utah
$356K +$63.5K +248 +22%
DI
1812
Disciplined Investors
Texas
$355K +$769 +3 +0.2%
SDH
1813
Sloy Dahl & Holst
Washington
$355K +$109K +427 +45%
TA
1814
TrueWealth Advisors
Alabama
$355K -$16.4K -64 -4%
CG
1815
Clifford Group
Massachusetts
$354K – – –
VPF
1816
Vantage Point Financial
Illinois
$354K +$1.28K +5 +0.4%
LOPW
1817
Live Oak Private Wealth
North Carolina
$354K -$4.1K -16 -1%
TWP
1818
Tempus Wealth Planning
California
$354K +$1.02K +4 +0.3%
FCM
1819
Firestone Capital Management
Florida
$353K +$2.31K +9 +0.7%
KOC
1820
Koss-Olinger Consulting
Florida
$352K +$256 +1 +0.1%
TFM
1821
Trademark Financial Management
Minnesota
$352K +$1.54K +6 +0.4%
HAS
1822
HBW Advisory Services
California
$352K +$2.56K +10 +0.7%
SSWM
1823
Sheets Smith Wealth Management
North Carolina
$351K +$2.56K +10 +0.7%
IAS
1824
Integrity Advisory Solutions
Texas
$351K +$31.5K +123 +10%
BCM
1825
BluePath Capital Management
Georgia
$350K +$347K +1,356 New
71 72
73
74 75