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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
EP
1826
Essential Planning
New Hampshire
$350K -$38.4K -150 -10%
ZRP
1827
Zynergy Retirement Planning
New Jersey
$349K – – –
LA
1828
LVW Advisors
New York
$348K -$256 -1 -0.1%
CEI
1829
Clark Estates Inc
New York
$348K – – –
MTIC
1830
Missouri Trust & Investment Company
Missouri
$347K – – –
HR
1831
Howe & Rusling
New York
$346K +$131K +510 +61%
WA
1832
WPG Advisers
Maryland
$346K -$42.5K -166 -11%
SFM
1833
Signet Financial Management
New Jersey
$346K – – –
GSC
1834
Ground Swell Capital
South Carolina
$345K +$343K +1,339 New
PFA
1835
Perryman Financial Advisory
Texas
$345K +$343K +1,339 New
HAP
1836
Harbor Asset Planning
Massachusetts
$345K -$24.3K -95 -7%
LC
1837
Lawood & Co
Pennsylvania
$343K +$341K +1,331 New
XPN
1838
XY Planning Network
Montana
$343K +$341K +1,330 New
CF
1839
Convergence Financial
Missouri
$342K -$83K -324 -20%
SWM
1840
SilverOak Wealth Management
Minnesota
$341K – – –
SWM
1841
Selective Wealth Management
Virginia
$341K +$53.8K +210 +20%
FCC
1842
Flower City Capital
New York
$340K – – –
LSIA
1843
LaSalle St. Investment Advisors
Illinois
$340K +$1.02K +4 +0.3%
AIM
1844
Allen Investment Management
New York
$339K +$337K +1,315 New
TWP
1845
Tyche Wealth Partners
Texas
$339K -$64.3K -251 -16%
HW
1846
Hancock Whitney
Mississippi
$339K – – –
PMWMG
1847
Parr McKnight Wealth Management Group
Minnesota
$338K -$4.1K -16 -1%
CGL
1848
Clarius Group LLC
Washington
$338K -$44.3K -173 -12%
RCA
1849
Resonant Capital Advisors
Wisconsin
$336K – – –
DTC
1850
Davidson Trust Company
Washington
$336K +$333K +1,301 New
72 73
74
75 76