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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
LSIA
1876
LaSalle St. Investment Advisors
Illinois
$337K -$8.93K -33 -2%
DWA
1877
Delap Wealth Advisory
Oregon
$337K -$82.5K -305 -19%
AV
1878
Aspiring Ventures
Ohio
$337K – – –
PAM
1879
PCG Asset Management
New Jersey
$337K +$122K +450 +54%
DWM
1880
Destination Wealth Management
California
$336K +$23.5K +87 +7%
NRC
1881
New Republic Capital
North Carolina
$335K +$1.08K +4 +0.3%
PPA
1882
Painted Porch Advisors
California
$334K +$13K +48 +4%
PMG
1883
ProVise Management Group
Florida
$334K – – –
TWP
1884
Triad Wealth Partners
Kansas
$333K -$363K -1,343 -51%
DWM
1885
Dynasty Wealth Management
Florida
$333K -$36K -133 -9%
LWCFA
1886
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$333K -$54.1K -200 -14%
AFP
1887
ATX Financial Planning
Texas
$333K -$1.47M -5,418 -81%
ICP
1888
Impact Capital Partners
Colorado
$332K +$7.31K +27 +2%
RAM
1889
Reflection Asset Management
South Carolina
$330K +$541 +2 +0.2%
LRPA
1890
L. Roy Papp & Associates
Arizona
$329K -$8.12K -30 -2%
EA
1891
Everpar Advisors
Oklahoma
$329K +$340K +1,255 New
EWM
1892
Elmwood Wealth Management
California
$328K – – –
SPI
1893
Santori & Peters Inc
Pennsylvania
$327K -$2.44K -9 -0.7%
KW
1894
KWB Wealth
California
$327K – – –
FVWA
1895
Foster Victor Wealth Advisors
South Carolina
$324K +$19.2K +71 +6%
STA
1896
Smith Thornton Advisors
Alabama
$324K -$10.8K -40 -3%
WPWM
1897
Windward Private Wealth Management
Kansas
$324K -$4.87K -18 -1%
B
1898
BetterWealth
California
$322K +$333K +1,230 New
WHC
1899
Wulff, Hansen & Co
California
$321K – – –
AWP
1900
Accretive Wealth Partners
New Jersey
$320K +$31.1K +115 +10%
74 75
76
77 78