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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
TBFA
1876
Three Bearings Fiduciary Advisors
New Hampshire
$409K -$36.1K -126 -9%
BCM
1877
Basso Capital Management
Connecticut
$408K +$386K +1,348 New
ANBT
1878
American National Bank & Trust
Texas
$408K +$342K +1,193 +775%
HAP
1879
Harbor Asset Planning
Massachusetts
$408K +$1.15K +4 +0.3%
SPA
1880
Sentinel Pension Advisors
Massachusetts
$405K -$860 -3 -0.2%
SSWM
1881
Sheets Smith Wealth Management
North Carolina
$405K -$6.88K -24 -2%
DWM
1882
DecisionMap Wealth Management
Virginia
$401K +$2.58K +9 +0.7%
SWM
1883
SilverOak Wealth Management
Minnesota
$401K – – –
AWA
1884
Adapt Wealth Advisors
Georgia
$401K -$26.1K -91 -6%
WHC
1885
Wulff, Hansen & Co
California
$400K +$27.2K +95 +8%
IAS
1886
Insigneo Advisory Services
Florida
$400K +$39.3K +137 +12%
CCM
1887
Cloud Capital Management
Washington
$399K – – –
AIM
1888
Allen Investment Management
New York
$399K – – –
FDG
1889
Financial Discovery Group
Georgia
$398K – – –
TWP
1890
Tempus Wealth Planning
California
$397K -$11.5K -40 -3%
GWM
1891
GSB Wealth Management
Connecticut
$397K +$3.44K +12 +0.9%
RCA
1892
Resonant Capital Advisors
Wisconsin
$396K +$1.43K +5 +0.4%
CFGA
1893
Cambridge Financial Group (Arizona)
Arizona
$395K -$254K -886 -40%
PPA
1894
Painted Porch Advisors
California
$395K +$8.02K +28 +2%
DTC
1895
Davidson Trust Company
Washington
$394K – – –
CICC
1896
Capital Investment Counsel (Colorado)
Colorado
$394K -$48.1K -168 -11%
FA
1897
Fountainhead AM
New Jersey
$393K +$191K +667 +106%
FDCP
1898
Foster Dykema Cabot & Partners
Massachusetts
$393K – – –
BZWA
1899
Blue Zone Wealth Advisors
California
$392K – – –
SOS
1900
Silver Oak Securities
Tennessee
$391K -$89.7K -313 -20%
74 75
76
77 78