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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
HHGA
1901
Halbert Hargrove Global Advisors
California
$211K – – –
BIM
1902
Breakwater Investment Management
Washington
$211K – – –
CC
1903
Commons Capital
Massachusetts
$210K +$226K +948 New
SFC
1904
SYM Financial Corp
Indiana
$210K +$181K +758 +399%
CPP
1905
Capasso Planning Partners
South Carolina
$210K – – –
WDL
1906
Well Done LLC
Michigan
$210K +$208K +873 New
MCM
1907
M1 Capital Management
Michigan
$209K – – –
SNBOSCI
1908
Security National Bank of Sioux City Iowa
Iowa
$208K -$11.7K -49 -5%
SFO
1909
Stokes Family Office
Louisiana
$208K – – –
AA
1910
AF Advisors
California
$208K – – –
BMO
1911
Beck Mack & Oliver
New York
$206K – – –
MA
1912
MCF Advisors
Kentucky
$206K -$478 -2 -0.2%
PFG
1913
Prospect Financial Group
Virginia
$206K – – –
SP
1914
Stonebrook Private
Michigan
$205K +$478 +2 +0.2%
JEST
1915
JTC Employer Solutions Trustee
Jersey
$205K – – –
AC
1916
Anson Capital
Georgia
$205K – – –
PHWM
1917
Pine Harbor Wealth Management
Maryland
$205K +$4.06K +17 +2%
CSC
1918
Caldwell Sutter Capital
California
$203K +$239 +1 +0.1%
HBW
1919
Hazlett, Burt & Watson
West Virginia
$203K -$49.7K -208 -19%
NRWA
1920
North Ridge Wealth Advisors
Oregon
$203K – – –
CCWM
1921
Correct Capital Wealth Management
Missouri
$202K – – –
RW
1922
Regimen Wealth
Georgia
$202K +$716 +3 +0.3%
S
1923
Sunpointe
Missouri
$201K -$10.5K -44 -5%
CW
1924
Channel Wealth
California
$201K -$3.58K -15 -2%
RCS
1925
Retirement Capital Strategies
California
$201K – – –
75 76
77
78 79