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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
SGWM
1951
Sterling Group Wealth Management
California
$210K – – –
CTA
1952
Camelot Technology Advisors
California
$209K – – –
FWA
1953
FSM Wealth Advisors
Ohio
$209K +$207K +843 New
CRI
1954
Colonial River Investments
Virginia
$208K -$6.64K -27 -3%
PMG
1955
Private Management Group
California
$207K – – –
PAM
1956
PCG Asset Management
New Jersey
$207K +$212K +861 New
ZIM
1957
Zacks Investment Management
Illinois
$206K +$211K +859 New
FLA
1958
Financial Life Advisors
Texas
$206K -$27.3K -111 -11%
HCA
1959
Harbour Capital Advisors
Virginia
$206K – – –
CFS
1960
CGC Financial Services
Oregon
$206K -$96K -390 -31%
BWMG
1961
Barnes Wealth Management Group
California
$205K +$210K +855 New
CPW
1962
Cove Private Wealth
New York
$205K +$210K +854 New
GF
1963
Goodman Financial
Texas
$205K +$984 +4 +0.5%
LFA
1964
Legacy Financial Advisors
Kentucky
$205K -$96K -390 -31%
CWM
1965
Certus Wealth Management
California
$205K +$203K +824 New
EBT
1966
Enterprise Bank & Trust
Massachusetts
$204K – – –
MWM
1967
Melfa Wealth Management
Massachusetts
$204K – – –
SPC
1968
Spirepoint Private Client
Florida
$204K – – –
BEC
1969
Blue Edge Capital
Virginia
$204K – – –
RS
1970
Retirement Solution
Washington
$203K -$72.1K -293 -26%
AFA
1971
Alpha Financial Advisors
North Carolina
$203K – – –
RWM
1972
RKL Wealth Management
Pennsylvania
$203K +$207K +843 New
VC
1973
Vestor Capital
Illinois
$202K +$246 +1 +0.1%
SC
1974
Stephenson & Company
California
$201K +$206K +838 New
YCG
1975
Yeomans Consulting Group
Georgia
$201K +$206K +837 New
77 78
79
80 81