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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
WG
1951
Welch Group
Alabama
$210K +$4.18K +17 +2%
SGWM
1952
Sterling Group Wealth Management
California
$210K – – –
CTA
1953
Camelot Technology Advisors
California
$209K – – –
FWA
1954
FSM Wealth Advisors
Ohio
$209K +$207K +843 New
WFA
1955
Woodward Financial Advisors
North Carolina
$208K – – –
CRI
1956
Colonial River Investments
Virginia
$208K -$6.64K -27 -3%
PMG
1957
Private Management Group
California
$207K – – –
PAM
1958
PCG Asset Management
New Jersey
$207K +$212K +861 New
ZIM
1959
Zacks Investment Management
Illinois
$206K +$211K +859 New
FLA
1960
Financial Life Advisors
Texas
$206K -$27.3K -111 -11%
HCA
1961
Harbour Capital Advisors
Virginia
$206K – – –
CFS
1962
CGC Financial Services
Oregon
$206K -$96K -390 -31%
BWMG
1963
Barnes Wealth Management Group
California
$205K +$210K +855 New
CPW
1964
Cove Private Wealth
New York
$205K +$210K +854 New
GF
1965
Goodman Financial
Texas
$205K +$984 +4 +0.5%
LFA
1966
Legacy Financial Advisors
Kentucky
$205K -$96K -390 -31%
CWM
1967
Certus Wealth Management
California
$205K +$203K +824 New
EBT
1968
Enterprise Bank & Trust
Massachusetts
$204K – – –
MWM
1969
Melfa Wealth Management
Massachusetts
$204K – – –
SPC
1970
Spirepoint Private Client
Florida
$204K – – –
BEC
1971
Blue Edge Capital
Virginia
$204K – – –
RS
1972
Retirement Solution
Washington
$203K -$72.1K -293 -26%
AFA
1973
Alpha Financial Advisors
North Carolina
$203K – – –
RWM
1974
RKL Wealth Management
Pennsylvania
$203K +$207K +843 New
VC
1975
Vestor Capital
Illinois
$202K +$246 +1 +0.1%
77 78
79
80 81