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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
USCWA
226
U.S. Capital Wealth Advisors
Texas
$13.4M -$194K -1,009 -2%
GWM
227
GDS Wealth Management
Texas
$13.3M +$291K +1,509 +2%
WT
228
Whittier Trust
California
$13.3M -$984K -5,109 -8%
AWM
229
AE Wealth Management
Kansas
$13.2M -$2.96M -15,380 -20%
SRC
230
Sage Rhino Capital
California
$13.1M -$183K -952 -2%
CAAS
231
Capital Asset Advisory Services
Michigan
$13.1M +$2.24M +11,623 +23%
WTC
232
WhitTier Trust Company
Nevada
$13.1M -$161K -834 -1%
CAI
233
Capital Advisors Inc
Oklahoma
$13M +$11M +57,346 +1,520%
AI
234
Atria Investments
North Carolina
$13M -$415K -2,152 -3%
PWM
235
Perigon Wealth Management
California
$12.7M -$64.5K -335 -0.6%
UFA
236
US Financial Advisors
Massachusetts
$12.7M +$398K +2,064 +4%
CWM
237
Circle Wealth Management
New Jersey
$12.6M -$32.6M -169,212 -74%
SFS
238
Solitude Financial Services
Virginia
$12.6M -$413K -2,144 -4%
MFA
239
McClarren Financial Advisors
Pennsylvania
$12.5M -$32.8K -170 -0.3%
CB
240
Cadence Bank
Mississippi
$12.5M +$1.58M +8,185 +16%
CST
241
Charles Schwab Trust
Nevada
$12.5M +$835K +4,336 +8%
EWM
242
Empirical Wealth Management
Washington
$12.3M -$753K -3,907 -6%
TA
243
Tectonic Advisors
Texas
$12.3M +$116K +602 +1%
BSW
244
Buckingham Strategic Wealth
Missouri
$12.2M -$508K -2,639 -4%
GRA
245
Golden Road Advisors
Florida
$12.2M +$11M +57,292 New
CA
246
Cetera Advisors
Colorado
$12.2M +$2.85M +14,807 +35%
BRWA
247
B. Riley Wealth Advisors
Florida
$12.2M -$3.75M -19,467 -25%
LNC
248
Lincoln National Corp
Pennsylvania
$12.2M +$1.26M +6,556 +13%
DWP
249
Daymark Wealth Partners
Ohio
$12.2M +$177K +919 +2%
OHWA
250
Oak Hill Wealth Advisors
Virginia
$12.1M +$231K +1,198 +2%
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