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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
2101
Bellevue Asset Management
Washington
$36.5K – – –
FNWA
2102
Financial Network Wealth Advisors
Utah
$35.9K – – –
UCB
2103
United Community Bank
South Carolina
$35.6K +$34.7K +140 New
IF
2104
Integrity Financial
Wyoming
$35.5K +$27K +109 +363%
HFS
2105
Hopwood Financial Services
Virginia
$34.3K – – –
AA
2106
Addison Advisors
Vermont
$33.8K – – –
AP
2107
Atwood & Palmer
Missouri
$33.6K – – –
CAM
2108
Chesapeake Asset Management
New York
$33.6K +$17.6K +71 +116%
SR
2109
Syntax Research
Florida
$32.8K – – –
CAM
2110
Clarity Asset Management
Iowa
$32.7K – – –
WAS
2111
Winch Advisory Services
Wisconsin
$32.1K – – –
RF
2112
Roxbury Financial
New Jersey
$31.8K – – –
PC
2113
Promus Capital
Illinois
$30.5K – – –
CWP
2114
Concord Wealth Partners
Virginia
$30.3K – – –
SRCM
2115
Signature Resources Capital Management
California
$30.3K – – –
MEG
2116
Millstone Evans Group
Colorado
$29.8K -$99.2K -400 -77%
M
2117
MOTCO
Texas
$29.5K – – –
AW
2118
Avion Wealth
Texas
$29K – – –
GF
2119
GGM Financials
Ohio
$28.8K +$28K +113 New
YAL
2120
Your Advocates Ltd
Texas
$27.7K +$25.8K +104 +2,080%
FMP
2121
Financial Management Professionals
Texas
$27.5K -$149K -601 -85%
GTAM
2122
Global Trust Asset Management
Florida
$27.5K – – –
APW
2123
Aventura Private Wealth
Florida
$27.2K – – –
SN
2124
Sittner & Nelson
Oregon
$27.2K – – –
FGAM
2125
Financial Gravity Asset Management
Texas
$26.2K +$25.5K +103 New
83 84
85
86 87