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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
SMA
276
Sage Mountain Advisors
Georgia
$9.38M -$349K -1,754 -3%
AMG
277
Asset Management Group
Connecticut
$9.3M +$844K +4,235 +9%
PPWP
278
Proquility Private Wealth Partners
Nevada
$9.29M -$165K -826 -2%
SIA
279
Strategic Investment Advisors
Michigan
$9.27M -$8.05M -40,416 -45%
2L
280
25 LLC
Missouri
$9.22M -$92.2K -463 -0.9%
OCFG
281
O'Connor Financial Group
Illinois
$9.2M +$336K +1,686 +4%
FSC
282
Full Sail Capital
Oklahoma
$9.16M -$206K -1,033 -2%
ABC
283
Associated Banc-Corp
Wisconsin
$9.05M +$638K +3,202 +7%
APC
284
Asset Planning Corporation
Tennessee
$9M +$40.8K +205 +0.4%
BP
285
Ballentine Partners
Massachusetts
$8.98M – – –
BC
286
Bartlett & Co
Ohio
$8.86M -$517K -2,594 -5%
BCWM
287
Bartlett & Co Wealth Management
Ohio
$8.86M -$517K -2,594 -5%
CAM
288
Clark Asset Management
New Hampshire
$8.84M +$907K +4,553 +11%
DAS
289
Dynamic Advisor Solutions
Arizona
$8.81M +$2.9M +14,546 +45%
PIA
290
Petredis Investment Advisors
Pennsylvania
$8.73M -$141K -708 -2%
GWM
291
GoalFusion Wealth Management
Texas
$8.72M +$157K +786 +2%
CCM
292
Condor Capital Management
New Jersey
$8.71M +$1.06M +5,326 +13%
VVP
293
Venture Visionary Partners
Ohio
$8.66M -$1.28M -6,417 -12%
EWA
294
EverSource Wealth Advisors
Alabama
$8.61M +$925K +4,641 +11%
FNC
295
First National Corp
Massachusetts
$8.58M +$103K +515 +1%
MNG
296
Manning & Napier Group
New York
$8.51M – – –
RPC
297
Rossmore Private Capital
Connecticut
$8.49M +$69.9K +351 +0.8%
CIA
298
Compass Ion Advisors
Pennsylvania
$8.48M +$4.39M +22,058 +97%
OWM
299
Orgel Wealth Management
Wisconsin
$8.42M +$1.33M +6,680 +18%
FOFP
300
Fee-Only Financial Planning
South Carolina
$8.4M +$17.1K +86 +0.2%
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