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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
PIA
2126
Pinion Investment Advisors
Kansas
$242K +$6.02K +21 +3%
DFA
2127
DHJJ Financial Advisors
Illinois
$242K -$6.88K -24 -3%
PHS
2128
Pekin Hardy Strauss
Illinois
$242K – – –
CWRP
2129
Cassady Wealth & Retirement Planning
Nevada
$241K – – –
TBNY
2130
Trustco Bank (New York)
New York
$241K – – –
BSI
2131
Bennett Selby Investments
Maine
$241K +$573 +2 +0.3%
S
2132
Sunpointe
Missouri
$240K +$227K +793 New
RWM
2133
RKL Wealth Management
Pennsylvania
$239K +$226K +787 New
PGWM
2134
Pitti Group Wealth Management
New York
$238K -$287 -1 -0.1%
MWA
2135
Monograph Wealth Advisors
California
$238K – – –
OFG
2136
Omega Financial Group
California
$238K +$573 +2 +0.3%
TA
2137
TKG Advisors
Indiana
$238K – – –
MWM
2138
MOR Wealth Management
Pennsylvania
$238K – – –
VCM
2139
Versant Capital Management
Arizona
$237K – – –
NG
2140
Norden Group
Utah
$237K -$14.3K -50 -6%
RWPA
2141
Richard W. Paul & Associates
Michigan
$237K -$28.4K -99 -11%
CGFA
2142
Colton Groome Financial Advisors
North Carolina
$237K +$224K +781 New
RFN
2143
Redwood Financial Network
Ohio
$237K -$95.1K -332 -30%
CPIA
2144
Cornell Pochily Investment Advisors
New York
$236K -$67.3K -235 -23%
RPSA
2145
Richard P. Slaughter Associates
Texas
$236K – – –
CCMG
2146
Clark Capital Management Group
Pennsylvania
$235K -$37.3K -130 -14%
HBT
2147
Heartland Bank & Trust
Illinois
$235K -$2.29K -8 -1%
PW
2148
PUREfi Wealth
Massachusetts
$235K – – –
DLCIG
2149
D.L. Carlson Investment Group
New Hampshire
$235K – – –
GPW
2150
Genesis Private Wealth
Virginia
$234K +$222K +773 New
84 85
86
87 88