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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
2301
Heritage Wealth Advisors
Virginia
$113K – – –
1CP
2302
1015 Capital Partners
Pennsylvania
$113K – – –
HA
2303
Heartland Advisors
Wisconsin
$112K – – –
CFM
2304
Cornerstone Financial Management
Massachusetts
$111K – – –
RWS
2305
Retirement Wealth Solutions
Wisconsin
$110K – – –
TAM
2306
Tucker Asset Management
Colorado
$109K +$1.43K +5 +1%
AFG
2307
Albion Financial Group
Utah
$109K – – –
GWM
2308
Gilpin Wealth Management
Colorado
$109K – – –
GI
2309
GS Investments
Minnesota
$108K – – –
TCA
2310
Trifecta Capital Advisors
Illinois
$108K – – –
TC
2311
Trust Company
Kansas
$106K +$7.74K +27 +8%
BL
2312
BFSG LLC
California
$106K +$43.3K +151 +76%
SG
2313
Sankala Group
Colorado
$106K -$8.6K -30 -8%
IWMA
2314
Ironwood Wealth Management (Arizona)
Arizona
$104K -$6.02K -21 -6%
APW
2315
Atlantic Private Wealth
North Carolina
$101K – – –
CFM
2316
Compass Financial Management
Florida
$101K +$95.1K +332 New
FP
2317
Financial Perspectives
Minnesota
$99.8K +$7.45K +26 +9%
GFL
2318
Granite FO LLC
New Hampshire
$99.4K – – –
KPP
2319
Kings Path Partners
Texas
$97.9K – – –
BFS
2320
Burkett Financial Services
South Carolina
$94.5K -$8.88K -31 -9%
BC
2321
Broadwater Capital
Massachusetts
$93.2K – – –
B
2322
Birchbrook
Maine
$92.8K -$573 -2 -0.6%
MSFP
2323
Mark Sheptoff Financial Planning
Connecticut
$90.9K – – –
RIA
2324
Realta Investment Advisors
Delaware
$90K -$25.8K -90 -23%
AF
2325
Alerus Financial
North Dakota
$88.2K – – –
91 92
93
94 95