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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
PIS
2301
POM Investment Strategies
North Carolina
$21.4K +$21.3K +83 New
AEPWM
2302
Atlantic Edge Private Wealth Management
Florida
$21.2K – – –
TFG
2303
Team Financial Group
California
$21.1K – – –
WPA
2304
West Paces Advisors
Georgia
$18.6K – – –
CFO
2305
Cambient Family Office
Michigan
$18.3K +$18.2K +71 New
TIM
2306
Thompson Investment Management
Wisconsin
$18.1K +$6.92K +27 +63%
KFG
2307
Kingdom Financial Group
Arizona
$17.3K +$17.2K +67 New
MFC
2308
Morris Financial Concepts
South Carolina
$16.8K – – –
TCM
2309
Tradewinds Capital Management
Washington
$16.8K – – –
T
2310
Tidemark
California
$16.6K -$4.61K -18 -22%
EPG
2311
Estate Planners Group
Pennsylvania
$16.5K +$16.4K +64 New
BA
2312
Ballast Advisors
Minnesota
$16.5K +$3.07K +12 +23%
FF
2313
Friedenthal Financial
New Jersey
$16.3K – – –
RMP
2314
Richards, Merrill & Peterson
Washington
$16K – – –
DCM
2315
Dorato Capital Management
Colorado
$15.8K +$14.9K +58 New
WETS
2316
Wealth Enhancement Trust Services
South Dakota
$13.9K +$13.8K +54 New
WOSD
2317
WFA of San Diego
California
$13.7K – – –
EWM
2318
EPG Wealth Management
Georgia
$13.6K – – –
MWM
2319
MGB Wealth Management
Texas
$12.9K – – –
RTL
2320
Red Tortoise LLC
Georgia
$12.6K +$256 +1 +2%
HC
2321
Hurley Capital
New York
$12.5K – – –
NL
2322
Navalign LLC
California
$12.4K +$12.3K +48 New
PWS
2323
Pursuit Wealth Strategies
North Carolina
$11.9K +$11.8K +46 New
PP
2324
PFS Partners
New Jersey
$11.4K – – –
NMG
2325
New Millennium Group
Utah
$11.3K – – –
91 92
93
94 95