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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
AIS
326
American Investment Services
Massachusetts
$3.42M +$231K +1,717 +8%
MAS
327
Managed Account Services
Florida
$3.41M -$674K -5,021 -18%
CTA
328
Chesley Taft & Associates
Illinois
$3.4M +$149K +1,110 +5%
JWCA
329
J.W. Cole Advisors
Florida
$3.38M +$3.11M +23,188 New
CST
330
Charles Schwab Trust
Nevada
$3.37M -$464K -3,454 -13%
CWS
331
Cypress Wealth Services
California
$3.37M +$42.8K +319 +1%
DAS
332
Dynamic Advisor Solutions
Arizona
$3.36M +$246K +1,835 +9%
RMDI
333
R.M. Davis Inc
Maine
$3.32M +$893K +6,648 +41%
CNBT
334
Cornerstone National Bank & Trust
Illinois
$3.32M +$94.3K +702 +3%
MSWMA
335
Market Street Wealth Management Advisors
Indiana
$3.28M +$320K +2,383 +12%
PPP
336
Private Portfolio Partners
New Jersey
$3.27M +$105K +781 +4%
CFG
337
Citizens Financial Group
Rhode Island
$3.27M +$536K +3,989 +22%
CAM
338
Cozad Asset Management
Illinois
$3.27M +$3.01M +22,417 New
MA
339
Montag & Associates
Georgia
$3.26M +$2.23M +16,596 +286%
MIM
340
Morningstar Investment Management
Illinois
$3.25M -$1.03M -7,640 -26%
PFA
341
Pathway Financial Advisors
Vermont
$3.24M -$12.4K -92 -0.4%
TCWM
342
Total Clarity Wealth Management
Illinois
$3.23M +$2.98M +22,202 New
FA
343
FDx Advisors
Illinois
$3.22M +$14.8K +110 +0.5%
HFG
344
Heron Financial Group
New York
$3.21M +$79K +588 +3%
GCA
345
Greenwood Capital Associates
South Carolina
$3.21M +$2.95M +22,002 New
AGA
346
Arkos Global Advisors
Texas
$3.2M -$444K -3,304 -13%
WA
347
Wealth Alliance
New York
$3.19M +$522K +3,891 +22%
FAAS
348
First Allied Advisory Services
California
$3.19M -$1.97M -14,699 -40%
PA
349
Parkside Advisors
California
$3.14M +$444K +3,306 +18%
NA
350
NewEdge Advisors
Louisiana
$3.13M -$434K -3,234 -13%
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