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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
276
Permanent Capital Management
Illinois
$13.1M +$13.4M +54,527 New
RWA
277
Roberts Wealth Advisors
California
$13.1M +$669K +2,719 +5%
AI
278
Atria Investments
North Carolina
$13.1M -$2.44M -9,908 -15%
RRWA
279
Rainey & Randall Wealth Advisors
Florida
$12.9M +$11.7M +47,426 +763%
SFI
280
SPC Financial Inc
Maryland
$12.9M +$12.5M +50,693 +1,734%
VWA
281
VSM Wealth Advisory
Maryland
$12.8M +$13.2M +53,452 New
PSA
282
Plum Street Advisors
Louisiana
$12.8M +$169K +688 +1%
FFP
283
Frisco Financial Planning
Texas
$12.8M +$13.1M +53,185 New
WT
284
Whittier Trust
California
$12.8M -$1.3M -5,270 -9%
EWM
285
Empirical Wealth Management
Washington
$12.7M -$134K -543 -1%
AA
286
Atmos Advisory
Pennsylvania
$12.7M +$98.4K +400 +0.8%
HCA
287
Heck Capital Advisors
Wisconsin
$12.6M +$12.6M +51,124 +4,419%
BFG
288
Bleakley Financial Group
New Jersey
$12.5M +$27.6K +112 +0.2%
AMG
289
Asset Management Group
Connecticut
$12.5M -$63.7K -259 -0.5%
BRWA
290
B. Riley Wealth Advisors
Florida
$12.4M -$1.38M -5,620 -10%
GWM
291
GoalFusion Wealth Management
Texas
$12.4M +$85.6K +348 +0.7%
AF
292
Arrow Financial
New York
$12.3M -$726K -2,950 -5%
HNB
293
Huntington National Bank
Ohio
$12.2M – – –
CNBT
294
Canandaigua National Bank & Trust
New York
$12.2M -$265K -1,075 -2%
TCOTS
295
Trust Company of the South
North Carolina
$12.2M +$2.06M +8,362 +20%
OSAM
296
O'Shaughnessy Asset Management
Connecticut
$12.1M +$753K +3,061 +6%
SLT
297
St Louis Trust
Missouri
$12M -$54.1K -220 -0.4%
KPWS
298
Kestra Private Wealth Services
Texas
$12M +$1.6M +6,513 +15%
DK
299
David Kennon
Florida
$11.9M +$28.1K +114 +0.2%
2L
300
25 LLC
Missouri
$11.9M +$238K +967 +2%
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12
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