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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
VC
2076
Vestor Capital
Illinois
$216K -$128K -500 -60%
DP
2077
DDD Partners
Washington
$214K – – –
BCG
2078
Breakwater Capital Group
New Jersey
$214K +$213K +830 New
AA
2079
Argent Advisors
Louisiana
$214K – – –
FPW
2080
Fairvoy Private Wealth
Alabama
$213K – – –
WDL
2081
Well Done LLC
Michigan
$213K – – –
LFGO
2082
Legacy Financial Group (Oklahoma)
Oklahoma
$211K +$512 +2 +0.2%
FFG
2083
Fortune Financial Group
Florida
$210K +$204K +797 New
HWMT
2084
Heritage Wealth Management (Texas)
Texas
$210K – – –
DFA
2085
DHJJ Financial Advisors
Illinois
$209K +$512 +2 +0.2%
MWM
2086
MinichMacGregor Wealth Management
New York
$209K – – –
NPAN
2087
Northeast Planning Associates NH
New Hampshire
$209K – – –
PFS
2088
Paller Financial Services
Colorado
$207K +$206K +804 New
CBT
2089
Central Bank & Trust
Kentucky
$207K – – –
EAM
2090
Empirical Asset Management
Massachusetts
$207K – – –
WW
2091
Waterfront Wealth
Kansas
$207K +$193K +752 New
WF
2092
Willow Financial
Arkansas
$207K +$205K +802 New
BMM
2093
Berkshire Money Management
Massachusetts
$207K +$205K +801 New
CISOA
2094
Capital Investment Services of America
Wisconsin
$206K – – –
AMCA
2095
Arthur M. Cohen & Associates
Illinois
$206K – – –
EPIME
2096
Evelyn Partners Investment Management (Europe)
$206K – – –
TWA
2097
Trace Wealth Advisors
California
$206K – – –
MCM
2098
Morton Capital Management
California
$206K +$512 +2 +0.3%
TCPW
2099
Twin City Private Wealth
North Carolina
$206K -$19K -74 -8%
HFS
2100
Hantz Financial Services
Michigan
$206K +$67.4K +263 +49%
82 83
84
85 86