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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
CGPCS
276
Capital Group Private Client Services
California
$15.8M +$797K +2,946 +5%
RH
277
RFG Holdings
Texas
$15.8M +$1.47M +5,419 +10%
JIC
278
Johnson Investment Counsel
Ohio
$15.7M -$407K -1,504 -2%
PSA
279
Plum Street Advisors
Louisiana
$15.6M +$228K +844 +1%
BWP
280
Burling Wealth Partners
Illinois
$15.6M -$327K -1,210 -2%
FWM
281
Focused Wealth Management
New York
$15.2M +$1.05M +3,882 +7%
AA
282
Atmos Advisory
Pennsylvania
$15M +$226K +834 +1%
VAS
283
Vestmark Advisory Solutions
Massachusetts
$15M +$12.4M +45,977 +402%
EPP
284
ETF Portfolio Partners
Kansas
$14.9M +$256K +946 +2%
DWM
285
Diversify Wealth Management
Utah
$14.9M +$2.73M +10,092 +23%
BAM
286
Berkshire Asset Management
Pennsylvania
$14.8M +$74.7K +276 +0.5%
GWM
287
GoalFusion Wealth Management
Texas
$14.8M +$213K +788 +1%
TPCW
288
TD Private Client Wealth
New York
$14.8M -$170K -630 -1%
SAI
289
Savvy Advisors Inc
New York
$14.7M +$1M +3,696 +7%
MFA
290
McClarren Financial Advisors
Pennsylvania
$14.6M +$24.6K +91 +0.2%
TCOTS
291
Trust Company of the South
North Carolina
$14.6M -$790K -2,919 -5%
WWWM
292
White Wing Wealth Management
Texas
$14.5M +$29.5K +109 +0.2%
CWA
293
Clarity Wealth Advisors
California
$14.4M +$994K +3,673 +7%
VWA
294
VSM Wealth Advisory
Maryland
$14.4M +$298K +1,101 +2%
FFP
295
Frisco Financial Planning
Texas
$14.3M +$82.8K +306 +0.6%
SFG
296
Sage Financial Group
Pennsylvania
$14.1M +$144K +532 +1%
PWP
297
Perfromance Wealth Partners
Illinois
$14M +$11.7M +43,102 +416%
EWM
298
Empirical Wealth Management
Washington
$14M -$107K -394 -0.7%
AWP
299
Ascent Wealth Partners
New York
$13.9M +$14.4M +53,150 New
FWP
300
Fiduciary Wealth Partners
Massachusetts
$13.9M -$4.85M -17,920 -25%
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