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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
HF
276
Halpern Financial
Virginia
$11M +$1.79M +8,130 +19%
ML
277
McAdam LLC
Pennsylvania
$11M +$888K +4,044 +9%
PP
278
PDS Planning
Ohio
$10.9M +$180K +819 +2%
HNB
279
Huntington National Bank
Ohio
$10.8M – – –
AWM
280
Abound Wealth Management
Tennessee
$10.8M -$416K -1,896 -4%
SLT
281
St Louis Trust
Missouri
$10.8M +$439 +2 +0%
OIA
282
OneDigital Investment Advisors
Kansas
$10.7M +$2.45M +11,146 +29%
DK
283
David Kennon
Florida
$10.7M +$77.3K +352 +0.7%
2L
284
25 LLC
Missouri
$10.7M +$13K +59 +0.1%
RWA
285
Roberts Wealth Advisors
California
$10.7M +$378K +1,721 +4%
CNBT
286
Canandaigua National Bank & Trust
New York
$10.7M +$10.7M +48,924 New
WWWM
287
White Wing Wealth Management
Texas
$10.6M -$223K -1,016 -2%
RWI
288
Red Wave Investments
Pennsylvania
$10.6M -$23.3K -106 -0.2%
VBWMG
289
Von Berge Wealth Management Group
California
$10.6M -$139K -633 -1%
NFW
290
Noble Family Wealth
Florida
$10.6M +$466K +2,123 +5%
BFEC
291
Benjamin F. Edwards & Company
Missouri
$10.5M -$506K -2,304 -5%
GWM
292
GoalFusion Wealth Management
Texas
$10.5M +$250K +1,139 +2%
OWM
293
Orgel Wealth Management
Wisconsin
$10.5M -$398K -1,814 -4%
JWM
294
JFG Wealth Management
Colorado
$10.4M -$6.5M -29,615 -38%
VVP
295
Venture Visionary Partners
Ohio
$10.4M +$116K +528 +1%
FNC
296
First National Corp
Massachusetts
$10.4M +$299K +1,363 +3%
AWM
297
Aries Wealth Management
Maine
$10.3M +$376K +1,711 +4%
BCWM
298
Bartlett & Co Wealth Management
Ohio
$10.3M +$161K +731 +2%
SMA
299
Sage Mountain Advisors
Georgia
$10.2M -$210K -957 -2%
IFAM
300
Institutional & Family Asset Management
Colorado
$10.1M +$376K +1,711 +4%
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