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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
1901
Portland Financial Advisors
New York
$308K -$6.15K -24 -2%
DWM
1902
Destination Wealth Management
California
$308K -$137K -536 -31%
CCG
1903
Cypress Capital Group
Florida
$308K +$306K +1,193 New
RAM
1904
Reflection Asset Management
South Carolina
$307K +$298K +1,163 New
PF
1905
Prosperitas Financial
California
$307K -$47.4K -185 -13%
GWA
1906
Gratus Wealth Advisors
Virginia
$307K -$13.1K -51 -4%
CHAM
1907
Clear Harbor Asset Management
Connecticut
$306K – – –
FFM
1908
Forum Financial Management
Illinois
$305K -$6.41K -25 -2%
IAS
1909
Insigneo Advisory Services
Florida
$305K -$150K -586 -33%
MIA
1910
MainStreet Investment Advisors
Illinois
$304K -$3.84K -15 -1%
ACM
1911
Advance Capital Management
Michigan
$302K -$92K -359 -23%
GWP
1912
Gateway Wealth Partners
Wisconsin
$302K +$300K +1,171 New
SWM
1913
Shakespeare Wealth Management
Wisconsin
$301K – – –
FVWA
1914
Foster Victor Wealth Advisors
South Carolina
$301K +$256 +1 +0.1%
FPF
1915
First Pacific Financial
Washington
$301K – – –
AFA
1916
Alpha Financial Advisors
North Carolina
$301K +$256 +1 +0.1%
RMC
1917
Resources Management Corp
Connecticut
$301K -$16.1K -63 -5%
EFP
1918
EnRich Financial Partners
Wisconsin
$300K +$1.02K +4 +0.3%
GWM
1919
GDS Wealth Management
Texas
$300K -$21.5K -84 -7%
DIP
1920
Davis Investment Partners
North Carolina
$299K +$769 +3 +0.3%
SIA
1921
Sit Investment Associates
Minnesota
$298K – – –
CFG
1922
Carter Financial Group
Illinois
$298K +$1.79K +7 +0.6%
BCM
1923
Bannerstone Capital Management
Minnesota
$297K +$295K +1,151 New
AB
1924
Atlas Brown
Kentucky
$297K – – –
MAA
1925
Matrix Asset Advisors
New York
$296K +$256 +1 +0.1%
75 76
77
78 79