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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
301
Oppenheimer & Co
New York
$11.7M -$226K -1,013 -2%
GM
302
GeoWealth Management
Illinois
$11.7M +$1.82M +8,167 +20%
MAV
303
Mason & Associates (Virginia)
Virginia
$11.7M +$1.88M +8,414 +21%
BFPW
304
BOK Financial Private Wealth
Colorado
$11.7M -$1.65M -7,396 -13%
FWM
305
Focused Wealth Management
New York
$11.7M +$334K +1,498 +3%
AF
306
Arrow Financial
New York
$11.6M -$361K -1,616 -3%
OWM
307
Orgel Wealth Management
Wisconsin
$11.6M +$779K +3,493 +8%
PA
308
Parkside Advisors
California
$11.6M +$1.48M +6,654 +16%
WIA
309
World Investment Advisors
California
$11.6M +$684K +3,064 +7%
SLT
310
St Louis Trust
Missouri
$11.6M -$81.7K -366 -0.7%
CGPCS
311
Capital Group Private Client Services
California
$11.5M +$39K +175 +0.4%
DK
312
David Kennon
Florida
$11.5M +$669 +3 +0%
RWA
313
Roberts Wealth Advisors
California
$11.5M +$183K +819 +2%
CNBT
314
Canandaigua National Bank & Trust
New York
$11.4M -$247K -1,106 -2%
BCWM
315
Bartlett & Co Wealth Management
Ohio
$11.4M +$396K +1,777 +4%
CWA
316
Clarity Wealth Advisors
California
$11.4M +$160K +716 +2%
OIA
317
OneDigital Investment Advisors
Kansas
$11.2M -$13.2K -59 -0.1%
KCM
318
Kathmere Capital Management
Pennsylvania
$11.1M +$120K +538 +1%
BP
319
Ballentine Partners
Massachusetts
$11.1M -$1.83M -8,198 -15%
HNW
320
High Note Wealth
Minnesota
$11M -$151K -675 -1%
RPC
321
Rossmore Private Capital
Connecticut
$11M -$125K -560 -1%
BMC
322
Bear Mountain Capital
Washington
$11M +$15.4K +69 +0.2%
SFA
323
Spectrum Financial Alliance
Kentucky
$10.9M -$166K -743 -2%
IIA
324
Integral Investment Advisors
California
$10.9M +$491K +2,199 +5%
JFG
325
JDM Financial Group
Texas
$10.8M +$323K +1,447 +3%
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