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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
RPC
326
Rossmore Private Capital
Connecticut
$11.9M +$55.8K +225 +0.5%
BP
327
Ballentine Partners
Massachusetts
$11.8M -$57.5K -232 -0.5%
USCWA
328
U.S. Capital Wealth Advisors
Texas
$11.8M +$602K +2,428 +6%
IIA
329
Integral Investment Advisors
California
$11.8M +$102K +412 +0.9%
HNB
330
Huntington National Bank
Ohio
$11.8M – – –
MAV
331
Mason & Associates (Virginia)
Virginia
$11.7M +$992 +4 +0%
SAI
332
Savvy Advisors Inc
New York
$11.6M +$5.7M +22,989 +101%
CTWM
333
Cherry Tree Wealth Management
Minnesota
$11.6M +$426K +1,719 +4%
SFA
334
Spectrum Financial Alliance
Kentucky
$11.6M -$10.9K -44 -0.1%
VA
335
VestGen Advisors
Illinois
$11.5M +$838K +3,380 +8%
SMA
336
Sage Mountain Advisors
Georgia
$11.5M -$17.6K -71 -0.2%
CP
337
Capital Planning
Washington
$11.4M +$226K +911 +2%
PCA
338
Peddock Capital Advisors
Massachusetts
$11.4M +$25K +101 +0.2%
BM
339
Berman McAleer
Maryland
$11.3M +$11M +44,324 New
EF
340
Empowered Funds
Pennsylvania
$11.3M +$1.68M +6,778 +18%
MNA
341
Manning & Napier Advisors
New York
$11.2M +$415K +1,675 +4%
WA
342
Waverly Advisors
Alabama
$11.2M +$249K +1,004 +2%
BFPW
343
BOK Financial Private Wealth
Colorado
$11.2M -$1.25M -5,049 -10%
CG
344
Caprock Group
Idaho
$11.2M +$11M +44,351 New
FOFP
345
Fee-Only Financial Planning
South Carolina
$11.1M -$2.98K -12 -0%
PWM
346
Perigon Wealth Management
California
$11.1M -$107K -432 -1%
DWM
347
Diversify Wealth Management
Utah
$11.1M +$127K +512 +1%
LFP
348
Leeward Financial Partners
Washington
$11.1M +$660K +2,661 +6%
AWM
349
Apollon Wealth Management
South Carolina
$11M -$306K -1,233 -3%
DC
350
Dorval Corp
Minnesota
$11M +$445K +1,793 +4%
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