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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
TWA
2101
Trace Wealth Advisors
California
$206K – – –
MCM
2102
Morton Capital Management
California
$206K +$512 +2 +0.3%
TCPW
2103
Twin City Private Wealth
North Carolina
$206K -$19K -74 -8%
HFS
2104
Hantz Financial Services
Michigan
$206K +$67.4K +263 +49%
LFS
2105
Legacy Financial Strategies
Kansas
$206K -$11.3K -44 -5%
PGAM
2106
Princeton Global Asset Management
New Jersey
$206K -$24.6K -96 -11%
PHS
2107
Pekin Hardy Strauss
Illinois
$206K -$56.4K -220 -22%
TBNY
2108
Trustco Bank (New York)
New York
$205K – – –
M
2109
MATAURO
New York
$205K +$204K +796 New
BAM
2110
Broyhill Asset Management
North Carolina
$205K – – –
TA
2111
TKG Advisors
Indiana
$204K -$3.33K -13 -2%
SRWM
2112
Shira Ridge Wealth Management
California
$204K -$63K -246 -24%
CWA
2113
Crux Wealth Advisors
California
$204K -$3.59K -14 -2%
BSI
2114
Bennett Selby Investments
Maine
$204K +$202K +789 New
PGWM
2115
Pitti Group Wealth Management
New York
$203K – – –
MWA
2116
Monograph Wealth Advisors
California
$203K – – –
CWRP
2117
Cassady Wealth & Retirement Planning
Nevada
$202K +$201K +785 New
FWTB
2118
First Western Trust Bank
Colorado
$202K +$201K +784 New
MWM
2119
MOR Wealth Management
Pennsylvania
$202K +$201K +784 New
TCM
2120
Telos Capital Management
California
$202K +$201K +783 New
VCM
2121
Versant Capital Management
Arizona
$202K +$50K +195 +33%
EA
2122
Enclave Advisors
Texas
$202K +$200K +782 New
OFG
2123
Omega Financial Group
California
$201K -$101K -396 -34%
IFWM
2124
Institute for Wealth Management
Colorado
$201K -$142K -553 -41%
AFA
2125
Amicus Financial Advisors
Texas
$201K +$200K +779 New
83 84
85
86 87