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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
FWMP
1876
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$321K – – –
OIA
1877
Oakmont Investment Advisors
Pennsylvania
$321K +$319K +1,245 New
DWM
1878
DecisionMap Wealth Management
Virginia
$321K -$5.89K -23 -2%
TFA
1879
Transamerica Financial Advisors
Florida
$321K +$104K +405 +48%
ICP
1880
Impact Capital Partners
Colorado
$320K -$2.56K -10 -0.8%
OHIS
1881
Oak Harvest Investment Services
Texas
$320K -$1.79K -7 -0.6%
RFA
1882
Register Financial Advisors
Georgia
$320K +$70.5K +275 +28%
DT
1883
DV Trading
Illinois
$320K +$318K +1,240 New
OW
1884
Olistico Wealth
Oklahoma
$320K -$24.1K -94 -7%
FPCG
1885
Forum Private Client Group
Indiana
$318K -$23.8K -93 -7%
PPA
1886
Painted Porch Advisors
California
$317K -$286K -1,116 -48%
WHC
1887
Wulff, Hansen & Co
California
$316K -$2.56K -10 -0.8%
STA
1888
Shade Tree Advisors
New York
$315K +$27.7K +108 +10%
RFN
1889
Redwood Financial Network
Ohio
$315K -$12.3K -48 -4%
GC
1890
GatePass Capital
Ohio
$315K +$9.73K +38 +3%
PCM
1891
Penn Capital Management
Pennsylvania
$315K +$313K +1,221 New
WP
1892
Walleye Partners
Wisconsin
$315K +$313K +1,220 New
GC
1893
Gilbert & Cook
Iowa
$314K -$1.79K -7 -0.6%
SGI
1894
Summit Global Investments
Utah
$313K -$3.07K -12 -1%
SVWG
1895
Shared Vision Wealth Group
United States
$313K – – –
CHJWM
1896
Carlton Hofferkamp & Jenks Wealth Management
Texas
$313K – – –
MA
1897
MBA Advisors
Pennsylvania
$311K +$769 +3 +0.2%
OPCM
1898
Osborne Partners Capital Management
California
$310K – – –
EWM
1899
Elevation Wealth Management
Minnesota
$310K +$308K +1,202 New
IWM
1900
Integris Wealth Management
California
$309K +$307K +1,198 New
74 75
76
77 78