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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
LJAC
1926
L.J. Altfest & Co
New York
$357K +$13.5K +47 +4%
CWMK
1927
Caliber Wealth Management (Kansas)
Kansas
$356K +$1.15K +4 +0.3%
FF
1928
Foundry Financial
California
$356K +$6.88K +24 +2%
MMG
1929
Monetary Management Group
Missouri
$356K +$193K +675 +135%
PWM
1930
Partners Wealth Management
California
$355K +$56.5K +197 +20%
SWM
1931
Shakespeare Wealth Management
Wisconsin
$354K – – –
EFP
1932
EnRich Financial Partners
Wisconsin
$354K +$573 +2 +0.2%
AFA
1933
Alpha Financial Advisors
North Carolina
$354K – – –
WAM
1934
WNY Asset Management
New York
$354K -$5.73K -20 -2%
TFP
1935
Traction Financial Partners
Wyoming
$354K – – –
GS
1936
GWN Securities
Florida
$354K +$53K +185 +19%
SVWG
1937
Shared Vision Wealth Group
United States
$353K +$6.88K +24 +2%
WAG
1938
Winthrop Advisory Group
Massachusetts
$353K +$333K +1,163 New
BCM
1939
Bannerstone Capital Management
Minnesota
$352K +$1.43K +5 +0.4%
ACM
1940
Advance Capital Management
Michigan
$352K +$12.6K +44 +4%
SIA
1941
Sit Investment Associates
Minnesota
$350K – – –
WPWM
1942
Windward Private Wealth Management
Kansas
$349K -$24.1K -84 -7%
DIP
1943
Davis Investment Partners
North Carolina
$349K +$573 +2 +0.2%
MAA
1944
Matrix Asset Advisors
New York
$348K – – –
DA
1945
Detalus Advisors
Missouri
$348K +$31.2K +109 +10%
KFA
1946
Kapstone Financial Advisors
Ohio
$347K +$328K +1,146 New
PMG
1947
ProVise Management Group
Florida
$347K -$37.3K -130 -10%
DA
1948
Drake & Associates
Wisconsin
$347K +$103K +359 +46%
RMC
1949
Resources Management Corp
Connecticut
$346K – – –
NWMG
1950
National Wealth Management Group
Ohio
$346K -$1.43K -5 -0.4%
76 77
78
79 80