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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
E
2101
EntreWealth
Texas
$260K – – –
CFS
2102
CGC Financial Services
Oregon
$260K – – –
DAS
2103
Daybright Advisory Services
Florida
$260K +$860 +3 +0.3%
JDLA
2104
J. Derek Lewis & Associates
California
$260K +$8.88K +31 +4%
BTW
2105
Boston Trust Walden
Massachusetts
$259K – – –
GFWA
2106
Grey Fox Wealth Advisors
Delaware
$259K +$245K +856 New
PAG
2107
Powers Advisory Group
Illinois
$259K +$2.58K +9 +1%
ACA
2108
Arsenal Capital Advisors
Pennsylvania
$258K – – –
RW
2109
RVW Wealth
California
$258K -$287 -1 -0.1%
NA
2110
Nottingham Advisors
New York
$257K – – –
TPW
2111
Tiller Private Wealth
Pennsylvania
$257K – – –
CL
2112
CVFG LLC
Indiana
$256K -$21.2K -74 -8%
MFS
2113
Miller Financial Services
Michigan
$256K -$239K -834 -50%
KFC
2114
Klingenstein Fields & Co
New York
$256K – – –
KCFA
2115
Key Client Fiduciary Advisors
New Jersey
$254K +$11.8K +41 +5%
CWWM
2116
Clear Wave Wealth Management
New Jersey
$254K +$2.01K +7 +0.8%
PCP
2117
Proficio Capital Partners
Massachusetts
$253K – – –
FWTB
2118
First Western Trust Bank
Colorado
$252K – – –
DP
2119
DDD Partners
Washington
$252K +$287 +1 +0.1%
IWM
2120
Integris Wealth Management
California
$252K – – –
BMO
2121
Beck Mack & Oliver
New York
$252K – – –
MFF
2122
Michels Family Financial
Texas
$251K +$287 +1 +0.1%
ECA
2123
Elevate Capital Advisors
Colorado
$251K +$238K +829 New
CBT
2124
Central Bank & Trust
Kentucky
$251K – – –
TF
2125
Trek Financial
Arizona
$249K -$5.73K -20 -2%
83 84
85
86 87