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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
1926
Novare Capital Management
North Carolina
$218K +$212K +856 New
RCI
1927
RS Crum Inc
California
$217K +$212K +855 New
PJSIMP
1928
P.J. Schmidt Investment Management (PJS)
Wisconsin
$217K -$191K -772 -48%
MWM
1929
Melfa Wealth Management
Massachusetts
$216K – – –
SPC
1930
Spirepoint Private Client
Florida
$216K – – –
RWPA
1931
Richard W. Paul & Associates
Michigan
$216K +$248 +1 +0.1%
BEC
1932
Blue Edge Capital
Virginia
$216K – – –
MFF
1933
Michels Family Financial
Texas
$215K -$73.9K -298 -26%
RS
1934
Retirement Solution
Washington
$215K +$210K +846 New
RWM
1935
RMG Wealth Management
Wisconsin
$215K – – –
LFS
1936
Legacy Financial Strategies
Kansas
$214K +$209K +842 New
WFA
1937
Woodward Financial Advisors
North Carolina
$214K +$209K +841 New
TFA
1938
Transamerica Financial Advisors
Florida
$214K +$208K +838 New
RFA
1939
Reyes Financial Architecture
California
$213K – – –
VC
1940
Vestor Capital
Illinois
$213K -$1.03M -4,162 -83%
PIA
1941
Pinion Investment Advisors
Kansas
$213K -$10.2K -41 -5%
PAM
1942
PCG Asset Management
New Jersey
$212K +$207K +835 New
TFP
1943
Tilia Fiduciary Partners
North Carolina
$212K +$207K +834 New
RDFA
1944
Ritter Daniher Financial Advisory
Ohio
$211K +$206K +831 New
HR
1945
Howe & Rusling
New York
$211K -$28.3K -114 -12%
DP
1946
DDD Partners
Washington
$211K +$206K +830 New
AA
1947
Argent Advisors
Louisiana
$211K +$205K +828 New
FPW
1948
Fairvoy Private Wealth
Alabama
$210K -$25K -101 -11%
WDL
1949
Well Done LLC
Michigan
$210K +$204K +824 New
SIM
1950
Synergy Investment Management
Florida
$209K -$138K -557 -40%
76 77
78
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