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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
CH
2101
Canton Hathaway
Rhode Island
$36K – – –
BAM
2102
Bellevue Asset Management
Washington
$34.4K +$246 +1 +0.7%
KA
2103
Kozak & Associates
Colorado
$34.1K – – –
CWM
2104
Compass Wealth Management
Connecticut
$33.4K +$9.6K +39 +39%
HFS
2105
Hopwood Financial Services
Virginia
$32.4K +$33.2K +135 New
RF
2106
Roxbury Financial
New Jersey
$32.3K +$30.5K +124 New
AA
2107
Addison Advisors
Vermont
$32K – – –
AP
2108
Atwood & Palmer
Missouri
$31.7K +$32.5K +132 New
CWP
2109
Concord Wealth Partners
Virginia
$28.6K – – –
SRCM
2110
Signature Resources Capital Management
California
$28.6K – – –
AA
2111
AlphaMark Advisors
Kentucky
$28K – – –
M
2112
MOTCO
Texas
$27.9K -$2.21K -9 -7%
AW
2113
Avion Wealth
Texas
$27K – – –
TCM
2114
Tradewinds Capital Management
Washington
$26.7K +$11.3K +46 +71%
LWANC
2115
Laurel Wealth Advisors (North Carolina)
North Carolina
$26.4K – – –
FMP
2116
Financial Management Professionals
Texas
$25.9K – – –
GWSA
2117
Global Wealth Strategies & Associates
Colorado
$25.7K -$16.5K -67 -39%
SN
2118
Sittner & Nelson
Oregon
$25.7K – – –
TLA
2119
Tanglewood Legacy Advisors
Texas
$25K +$25.6K +104 New
CTA
2120
Colonial Trust Advisors
South Carolina
$24.6K -$1.97K -8 -7%
IWMA
2121
Ironwood Wealth Management (Arizona)
Arizona
$24.3K -$984 -4 -4%
4FG
2122
4Thought Financial Group
New York
$23.8K +$492 +2 +2%
FLP
2123
Financial Life Planners
Arizona
$23K +$23.6K +96 New
NWM
2124
Navigoe Wealth Management
California
$23K +$23.9K +97 New
T
2125
Tidemark
California
$22.2K +$4.67K +19 +26%
83 84
85
86 87