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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
STA
1901
Smith Thornton Advisors
Alabama
$324K -$10.8K -40 -3%
WPWM
1902
Windward Private Wealth Management
Kansas
$324K -$4.87K -18 -1%
B
1903
BetterWealth
California
$322K +$333K +1,230 New
WHC
1904
Wulff, Hansen & Co
California
$321K – – –
AWP
1905
Accretive Wealth Partners
New Jersey
$320K +$31.1K +115 +10%
WP
1906
Walleye Partners
Wisconsin
$320K – – –
WFG
1907
Wills Financial Group
Virginia
$319K +$19.5K +72 +7%
GC
1908
Gilbert & Cook
Iowa
$319K – – –
PK
1909
Pflug Koory
Nebraska
$318K +$123K +454 +60%
SCI
1910
Silver Coast Investments
United States
$316K +$24.4K +90 +8%
MA
1911
MBA Advisors
Pennsylvania
$316K – – –
OHIS
1912
Oak Harvest Investment Services
Texas
$316K -$9.2K -34 -3%
IPW
1913
Impact Partnership Wealth
Georgia
$316K +$59.3K +219 +22%
OPCM
1914
Osborne Partners Capital Management
California
$315K – – –
WMA
1915
William Mack & Associates
Michigan
$314K -$65.2K -241 -17%
PFA
1916
Portland Financial Advisors
New York
$313K – – –
AT
1917
Arlington Trust
Alabama
$312K +$298K +1,103 +1,226%
WAM
1918
WNY Asset Management
New York
$311K +$321K +1,188 New
CHAM
1919
Clear Harbor Asset Management
Connecticut
$310K – – –
IAS
1920
IMA Advisory Services
Colorado
$310K +$10K +37 +3%
IAS
1921
Insigneo Advisory Services
Florida
$310K – – –
HFS
1922
Hantz Financial Services
Michigan
$309K +$103K +379 +47%
CWMK
1923
Caliber Wealth Management (Kansas)
Kansas
$307K -$178K -656 -36%
SWM
1924
Shakespeare Wealth Management
Wisconsin
$306K – – –
AFA
1925
Alpha Financial Advisors
North Carolina
$306K – – –
75 76
77
78 79