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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
DI
1826
Disciplined Investors
Texas
$361K +$541 +2 +0.1%
CG
1827
Clifford Group
Massachusetts
$360K – – –
FCM
1828
Firestone Capital Management
Florida
$360K +$1.35K +5 +0.4%
LOPW
1829
Live Oak Private Wealth
North Carolina
$360K – – –
SPA
1830
Sentinel Pension Advisors
Massachusetts
$359K -$3.79K -14 -1%
MP
1831
McDonald Partners
Ohio
$359K +$88.2K +326 +31%
BP
1832
BBR Partners
New York
$359K -$854K -3,155 -70%
TA
1833
TrueWealth Advisors
Alabama
$359K -$1.62K -6 -0.4%
VAF
1834
Values Added Financial
District of Columbia
$359K -$39.8K -147 -10%
VPF
1835
Vantage Point Financial
Illinois
$358K -$1.08K -4 -0.3%
ACP
1836
Aviance Capital Partners
Florida
$358K +$103K +381 +39%
AW
1837
Alteri Wealth
California
$357K -$101K -374 -22%
FI
1838
FWG Investments
Kentucky
$357K +$369K +1,362 New
SSWM
1839
Sheets Smith Wealth Management
North Carolina
$356K – – –
CPCM
1840
Cardinal Point Capital Management
Ontario, Canada
$355K +$367K +1,355 New
ZRP
1841
Zynergy Retirement Planning
New Jersey
$355K – – –
FWMP
1842
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$354K +$28.7K +106 +9%
TWP
1843
Tempus Wealth Planning
California
$354K -$5.41K -20 -1%
ECM
1844
EagleClaw Capital Management
Massachusetts
$354K -$54.1K -200 -13%
CEI
1845
Clark Estates Inc
New York
$354K – – –
EP
1846
Essential Planning
New Hampshire
$353K -$1.89K -7 -0.5%
HBW
1847
Hazlett, Burt & Watson
West Virginia
$352K +$12.7K +47 +4%
XPN
1848
XY Planning Network
Montana
$352K +$1.35K +5 +0.4%
HAP
1849
Harbor Asset Planning
Massachusetts
$351K +$1.08K +4 +0.3%
PFA
1850
Perryman Financial Advisory
Texas
$351K +$541 +2 +0.1%
72 73
74
75 76