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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
2076
Refined Wealth Management
Utah
$272K +$287 +1 +0.1%
CSA
2077
Cottage Street Advisors
Massachusetts
$272K +$573 +2 +0.2%
GEA
2078
Glen Eagle Advisors
New Jersey
$272K +$14.3K +50 +6%
PMG
2079
Private Management Group
California
$271K -$8.6K -30 -3%
AWM
2080
AAF Wealth Management
Massachusetts
$271K -$5.16K -18 -2%
WCM
2081
Wealthcare Capital Management
Virginia
$271K – – –
LWA
2082
LifeGoal Wealth Advisors
New York
$271K – – –
AFA
2083
Amicus Financial Advisors
Texas
$270K +$16.3K +57 +7%
BWL
2084
Beacon Wealthcare LLC
North Carolina
$269K – – –
SL
2085
Sentry LLC
Tennessee
$269K +$254K +886 New
MWM
2086
Melfa Wealth Management
Massachusetts
$267K – – –
AA
2087
Argent Advisors
Louisiana
$267K +$14.9K +52 +6%
DJYG
2088
David J. Yvars Group
Florida
$266K +$252K +879 New
EP
2089
Edgestream Partners
New Jersey
$266K +$252K +879 New
CTA
2090
Camelot Technology Advisors
California
$263K – – –
BFA
2091
Buttonwood Financial Advisors
Maryland
$263K -$41.6K -145 -14%
NFP
2092
NorthLanding Financial Partners
New York
$263K -$2.29K -8 -0.9%
RAM
2093
Revere Asset Management
Texas
$263K – – –
CB
2094
Community Bank
New York
$262K -$2.87K -10 -1%
KWIA
2095
Kinetic Wealth Investment Advisors
Ohio
$262K +$248K +864 New
BW
2096
Blalock Williams
Alabama
$261K – – –
YWM
2097
Yukon Wealth Management
Kansas
$261K – – –
WW
2098
Waterfront Wealth
Kansas
$261K +$251K +876 New
WG
2099
Welch Group
Alabama
$261K – – –
JAG
2100
Journey Advisory Group
Kentucky
$260K +$3.15K +11 +1%
82 83
84
85 86