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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
2076
Powers Advisory Group
Illinois
$217K +$7.69K +30 +4%
PIA
2077
Pinion Investment Advisors
Kansas
$217K +$4.61K +18 +2%
SG
2078
Strid Group
Pennsylvania
$217K +$215K +840 New
PAM
2079
PCG Asset Management
New Jersey
$216K – – –
VC
2080
Vestor Capital
Illinois
$216K -$128K -500 -60%
DP
2081
DDD Partners
Washington
$214K – – –
BCG
2082
Breakwater Capital Group
New Jersey
$214K +$213K +830 New
AA
2083
Argent Advisors
Louisiana
$214K – – –
FPW
2084
Fairvoy Private Wealth
Alabama
$213K – – –
WDL
2085
Well Done LLC
Michigan
$213K – – –
LFGO
2086
Legacy Financial Group (Oklahoma)
Oklahoma
$211K +$512 +2 +0.2%
FFG
2087
Fortune Financial Group
Florida
$210K +$204K +797 New
HWMT
2088
Heritage Wealth Management (Texas)
Texas
$210K – – –
DFA
2089
DHJJ Financial Advisors
Illinois
$209K +$512 +2 +0.2%
MWM
2090
MinichMacGregor Wealth Management
New York
$209K – – –
NPAN
2091
Northeast Planning Associates NH
New Hampshire
$209K – – –
PFS
2092
Paller Financial Services
Colorado
$207K +$206K +804 New
CBT
2093
Central Bank & Trust
Kentucky
$207K – – –
EAM
2094
Empirical Asset Management
Massachusetts
$207K – – –
WW
2095
Waterfront Wealth
Kansas
$207K +$193K +752 New
WF
2096
Willow Financial
Arkansas
$207K +$205K +802 New
BMM
2097
Berkshire Money Management
Massachusetts
$207K +$205K +801 New
CISOA
2098
Capital Investment Services of America
Wisconsin
$206K – – –
AMCA
2099
Arthur M. Cohen & Associates
Illinois
$206K – – –
EPIME
2100
Evelyn Partners Investment Management (Europe)
$206K – – –
82 83
84
85 86