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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
HNW
326
High Note Wealth
Minnesota
$10.5M +$166K +696 +1%
TPCW
327
TD Private Client Wealth
New York
$10.4M +$1.58M +6,597 +16%
RPC
328
Rossmore Private Capital
Connecticut
$10.4M -$155K -647 -1%
SHWM
329
Smith & Howard Wealth Management
Georgia
$10.4M +$1.87M +7,821 +20%
SFA
330
Spectrum Financial Alliance
Kentucky
$10.3M +$117K +488 +1%
HNB
331
Huntington National Bank
Ohio
$10.3M – – –
BCWM
332
Bartlett & Co Wealth Management
Ohio
$10.3M -$121K -507 -1%
KCM
333
Kathmere Capital Management
Pennsylvania
$10.3M +$291K +1,219 +3%
BEI
334
Benjamin Edwards Inc
Missouri
$10.2M -$63.8K -267 -0.6%
PPWP
335
Proquility Private Wealth Partners
Nevada
$10.2M -$108K -452 -1%
CG
336
Caprock Group
Idaho
$10.2M +$185K +774 +2%
WIA
337
World Investment Advisors
California
$10.2M +$2.24M +9,363 +26%
VBWMG
338
Von Berge Wealth Management Group
California
$10.2M +$60.4K +253 +0.5%
PP
339
PDS Planning
Ohio
$10.1M -$23.2K -97 -0.2%
VF
340
Vawter Financial
Ohio
$10.1M +$610K +2,555 +6%
OWM
341
Orgel Wealth Management
Wisconsin
$10.1M +$272K +1,138 +3%
USCWA
342
U.S. Capital Wealth Advisors
Texas
$10.1M -$146K -612 -1%
SMA
343
Sage Mountain Advisors
Georgia
$10.1M -$119K -500 -1%
CG
344
Cynosure Group
Utah
$10.1M +$2.73M +11,432 +34%
FHA
345
Flagship Harbor Advisors
Massachusetts
$10M -$311K -1,304 -3%
APIM
346
Agate Pass Investment Management
Washington
$9.9M -$1.01M -4,240 -9%
ATPW
347
Ashton Thomas Private Wealth
Arizona
$9.82M +$314K +1,315 +3%
JFG
348
JDM Financial Group
Texas
$9.8M +$336K +1,408 +3%
CP
349
Capital Planning
Washington
$9.75M -$229K -958 -2%
BMC
350
Bear Mountain Capital
Washington
$9.75M +$670K +2,806 +7%
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