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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
RCI
1926
RS Crum Inc
California
$217K +$212K +855 New
PJSIMP
1927
P.J. Schmidt Investment Management (PJS)
Wisconsin
$217K -$191K -772 -48%
MWM
1928
Melfa Wealth Management
Massachusetts
$216K – – –
SPC
1929
Spirepoint Private Client
Florida
$216K – – –
RWPA
1930
Richard W. Paul & Associates
Michigan
$216K +$248 +1 +0.1%
BEC
1931
Blue Edge Capital
Virginia
$216K – – –
MFF
1932
Michels Family Financial
Texas
$215K -$73.9K -298 -26%
RS
1933
Retirement Solution
Washington
$215K +$210K +846 New
RWM
1934
RMG Wealth Management
Wisconsin
$215K – – –
LFS
1935
Legacy Financial Strategies
Kansas
$214K +$209K +842 New
TFA
1936
Transamerica Financial Advisors
Florida
$214K +$208K +838 New
RFA
1937
Reyes Financial Architecture
California
$213K – – –
VC
1938
Vestor Capital
Illinois
$213K -$1.03M -4,162 -83%
PIA
1939
Pinion Investment Advisors
Kansas
$213K -$10.2K -41 -5%
PAM
1940
PCG Asset Management
New Jersey
$212K +$207K +835 New
TFP
1941
Tilia Fiduciary Partners
North Carolina
$212K +$207K +834 New
RDFA
1942
Ritter Daniher Financial Advisory
Ohio
$211K +$206K +831 New
HR
1943
Howe & Rusling
New York
$211K -$28.3K -114 -12%
DP
1944
DDD Partners
Washington
$211K +$206K +830 New
AA
1945
Argent Advisors
Louisiana
$211K +$205K +828 New
FPW
1946
Fairvoy Private Wealth
Alabama
$210K -$25K -101 -11%
WDL
1947
Well Done LLC
Michigan
$210K +$204K +824 New
SIM
1948
Synergy Investment Management
Florida
$209K -$138K -557 -40%
LFGO
1949
Legacy Financial Group (Oklahoma)
Oklahoma
$208K +$202K +816 New
HWMT
1950
Heritage Wealth Management (Texas)
Texas
$207K +$202K +814 New
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78
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