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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
PF
1901
Prosperitas Financial
California
$307K -$47.4K -185 -13%
GWA
1902
Gratus Wealth Advisors
Virginia
$307K -$13.1K -51 -4%
CHAM
1903
Clear Harbor Asset Management
Connecticut
$306K – – –
FFM
1904
Forum Financial Management
Illinois
$305K -$6.41K -25 -2%
IAS
1905
Insigneo Advisory Services
Florida
$305K -$150K -586 -33%
MIA
1906
MainStreet Investment Advisors
Illinois
$304K -$3.84K -15 -1%
ACM
1907
Advance Capital Management
Michigan
$302K -$92K -359 -23%
GWP
1908
Gateway Wealth Partners
Wisconsin
$302K +$300K +1,171 New
SWM
1909
Shakespeare Wealth Management
Wisconsin
$301K – – –
FVWA
1910
Foster Victor Wealth Advisors
South Carolina
$301K +$256 +1 +0.1%
FPF
1911
First Pacific Financial
Washington
$301K – – –
AFA
1912
Alpha Financial Advisors
North Carolina
$301K +$256 +1 +0.1%
RMC
1913
Resources Management Corp
Connecticut
$301K -$16.1K -63 -5%
EFP
1914
EnRich Financial Partners
Wisconsin
$300K +$1.02K +4 +0.3%
GWM
1915
GDS Wealth Management
Texas
$300K -$21.5K -84 -7%
DIP
1916
Davis Investment Partners
North Carolina
$299K +$769 +3 +0.3%
SIA
1917
Sit Investment Associates
Minnesota
$298K – – –
CFG
1918
Carter Financial Group
Illinois
$298K +$1.79K +7 +0.6%
BCM
1919
Bannerstone Capital Management
Minnesota
$297K +$295K +1,151 New
AB
1920
Atlas Brown
Kentucky
$297K – – –
MAA
1921
Matrix Asset Advisors
New York
$296K +$256 +1 +0.1%
HCWM
1922
Hidden Cove Wealth Management
Washington
$296K – – –
SC
1923
Soundwatch Capital
Connecticut
$296K +$294K +1,148 New
IAS
1924
IMA Advisory Services
Colorado
$296K +$2.56K +10 +0.9%
BWL
1925
Bogart Wealth LLC
Virginia
$295K -$36.1K -141 -11%
75 76
77
78 79