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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1876
Allen Investment Management
New York
$399K – – –
FDG
1877
Financial Discovery Group
Georgia
$398K – – –
TWP
1878
Tempus Wealth Planning
California
$397K -$11.5K -40 -3%
GWM
1879
GSB Wealth Management
Connecticut
$397K +$3.44K +12 +0.9%
RCA
1880
Resonant Capital Advisors
Wisconsin
$396K +$1.43K +5 +0.4%
CFGA
1881
Cambridge Financial Group (Arizona)
Arizona
$395K -$254K -886 -40%
PPA
1882
Painted Porch Advisors
California
$395K +$8.02K +28 +2%
DTC
1883
Davidson Trust Company
Washington
$394K – – –
CICC
1884
Capital Investment Counsel (Colorado)
Colorado
$394K -$48.1K -168 -11%
FA
1885
Fountainhead AM
New Jersey
$393K +$191K +667 +106%
FDCP
1886
Foster Dykema Cabot & Partners
Massachusetts
$393K – – –
BZWA
1887
Blue Zone Wealth Advisors
California
$392K – – –
SOS
1888
Silver Oak Securities
Tennessee
$391K -$89.7K -313 -20%
SI
1889
Seeds Investor
New York
$391K +$370K +1,291 New
OW
1890
Olistico Wealth
Oklahoma
$391K -$1.43K -5 -0.4%
DWA
1891
Delap Wealth Advisory
Oregon
$390K – – –
GC
1892
Gilbert & Cook
Iowa
$390K +$19.8K +69 +6%
CCC
1893
Compass Capital Corp
Massachusetts
$390K -$750K -2,618 -67%
AV
1894
Aspiring Ventures
Ohio
$390K – – –
PAM
1895
PCG Asset Management
New Jersey
$390K – – –
NRC
1896
New Republic Capital
North Carolina
$389K +$860 +3 +0.2%
CCG
1897
Cypress Capital Group
Florida
$387K +$57.3K +200 +19%
DWM
1898
Dynasty Wealth Management
Florida
$386K +$573 +2 +0.2%
LRPA
1899
L. Roy Papp & Associates
Arizona
$381K – – –
KW
1900
KWB Wealth
California
$381K -$3.15K -11 -0.9%
74 75
76
77 78