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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
2226
Alamar Capital Management
California
$210K +$198K +692 New
AWM
2227
Austin Wealth Management
Texas
$209K +$202K +704 New
XFP
2228
Xena Financial Planning
Oregon
$208K +$196K +685 New
FFG
2229
Frisch Financial Group
New York
$207K -$61.3K -214 -24%
RCM
2230
Raleigh Capital Management
North Carolina
$207K -$8.88K -31 -4%
RMF
2231
Red Mountain Financial
Colorado
$207K +$196K +683 New
FC
2232
FCA Corp
Texas
$207K +$196K +683 New
FCCM
2233
First City Capital Management
Georgia
$206K +$195K +681 New
CG
2234
Clarus Group
Texas
$206K +$194K +678 New
CWM
2235
CMH Wealth Management
New Hampshire
$205K +$193K +675 New
LWA
2236
Ledgewood Wealth Advisors
New Hampshire
$205K +$193K +675 New
CSC
2237
Caldwell Sutter Capital
California
$204K -$39.8K -139 -17%
NPI
2238
New Perspectives Inc
Mississippi
$204K +$193K +674 New
CC
2239
Citrine Capital
California
$204K +$193K +673 New
WMWM
2240
Wilkins Miller Wealth Management
Alabama
$203K +$192K +671 New
FPI
2241
Financial Plan Inc
Washington
$203K +$192K +669 New
W
2242
WealthCollab
Washington
$202K – – –
PFM
2243
Peak Financial Management
Massachusetts
$202K +$191K +668 New
CRI
2244
Colonial River Investments
Virginia
$202K +$191K +667 New
WWM
2245
Waterway Wealth Management
Texas
$202K -$56.7K -198 -23%
CCA
2246
Carrera Capital Advisors
Michigan
$202K +$191K +666 New
PL
2247
Parthenon LLC
Kentucky
$202K +$191K +665 New
PCTC
2248
Perkins Coie Trust Company
Washington
$202K – – –
NAG
2249
Northstar Advisory Group
New Jersey
$201K +$191K +665 New
FMTC
2250
Farmers & Merchants Trust Company
California
$201K +$190K +663 New
88 89
90
91 92