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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
FDW
1826
Fourth Dimension Wealth
Ohio
$257K – – –
IA
1827
IFC Advisors
California
$256K +$241K +1,082 New
SGI
1828
Summit Global Investments
Utah
$256K +$241K +1,080 New
BCMLT
1829
Beacon Capital Management LLC (Tennessee)
Tennessee
$256K -$54.4K -244 -18%
RW
1830
RVW Wealth
California
$255K -$64.9K -291 -21%
MIM
1831
Marco Investment Management
Georgia
$253K – – –
QT
1832
Quantbot Technologies
New York
$252K +$237K +1,064 New
BWM
1833
BKM Wealth Management
Wisconsin
$252K – – –
BFA
1834
Buttonwood Financial Advisors
Maryland
$251K – – –
WF
1835
Womack Financial
Texas
$250K -$2.23K -10 -0.9%
SFO
1836
Stokes Family Office
Louisiana
$250K +$26.8K +120 +13%
SWM
1837
Selective Wealth Management
Virginia
$249K -$32.3K -145 -12%
FVWA
1838
Foster Victor Wealth Advisors
South Carolina
$249K +$228K +1,024 New
WFS
1839
Walker Financial Services
Kentucky
$249K – – –
EWM
1840
Elmwood Wealth Management
California
$249K -$116K -521 -33%
SFS
1841
Sharp Financial Services
Pennsylvania
$249K -$151K -675 -39%
SL
1842
Sentry LLC
Tennessee
$248K -$7.14K -32 -3%
WFG
1843
Wills Financial Group
Virginia
$248K – – –
BWM
1844
Base Wealth Management
Florida
$248K -$70.7K -317 -23%
IAS
1845
IMA Advisory Services
Colorado
$246K +$17.4K +78 +8%
MNBTD
1846
Moody National Bank Trust Division
Texas
$246K -$33.5K -150 -13%
AG
1847
AmeriFlex Group
Nevada
$245K -$91.2K -409 -28%
LSA
1848
Lion Street Advisors
Texas
$245K +$8.7K +39 +4%
IDA
1849
Intelligence Driven Advisers
California
$244K +$15.8K +71 +7%
HWA
1850
HCR Wealth Advisors
California
$244K +$229K +1,027 New
72 73
74
75 76