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Vanguard S&P Small-Cap 600 ETF
VIOO

Name Holding Trade Value Shares
Change 		Change in
Stake
KPWS
226
Kestra Private Wealth Services
Texas
$279K -$332 -3 -0.1%
SMA
227
Sage Mountain Advisors
Georgia
$279K – – –
AFG
228
Atomi Financial Group
New York
$278K +$290K +2,619 New
WEG
229
World Equity Group
Illinois
$268K +$280K +2,530 New
3F
230
360 Financial
Minnesota
$263K -$6.42K -58 -2%
BPA
231
Beacon Pointe Advisors
California
$262K -$129K -1,164 -32%
HTHT
232
Hemenway Trust Hemenway Trust
New Hampshire
$261K – – –
GLA
233
Good Life Advisors
Pennsylvania
$260K +$885 +8 +0.3%
YWS
234
Yarger Wealth Strategies
Ohio
$259K +$3.98K +36 +1%
KOMWMG
235
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$255K +$3.87K +35 +1%
UCFA
236
United Capital Financial Advisors
Texas
$246K – – –
SA
237
Sanctuary Advisors
Indiana
$245K +$22.1K +200 +10%
MCA
238
Midwest Capital Advisors
Michigan
$244K +$254K +2,300 New
CA
239
Clune & Associates
Illinois
$243K +$253K +2,288 New
TSMHT
240
Thurston Springer Miller Herd & Titak
Indiana
$242K – – –
OFG
241
Opulen Financial Group
Virginia
$240K +$250K +2,262 New
NWM
242
Napa Wealth Management
California
$238K -$16.8K -152 -6%
CAL
243
Capital Analysts LLC
Pennsylvania
$238K +$89.2K +806 +56%
AAS
244
Ameritas Advisory Services
Nebraska
$238K +$36.2K +327 +17%
TC
245
TownSquare Capital
Utah
$238K +$248K +2,240 New
CGPCS
246
Capital Group Private Client Services
California
$234K – – –
IA
247
IFP Advisors
Florida
$228K +$2.65K +24 +1%
CA
248
CoreCap Advisors
Michigan
$226K +$7.41K +67 +3%
JSL
249
JT Stratford LLC
Georgia
$223K – – –
VR
250
Valued Retirements
Texas
$220K – – –
8 9
10
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