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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
351
Perigon Wealth Management
California
$9.37M -$5.1M -22,440 -36%
CANC
352
Culbertson A N & Co
Virginia
$9.36M +$295K +1,300 +3%
SWM
353
Spire Wealth Management
Virginia
$9.36M -$540K -2,376 -6%
KA
354
Kearns & Associates
California
$9.36M +$90.4K +398 +1%
MAV
355
Mason & Associates (Virginia)
Virginia
$9.32M +$223K +983 +3%
ECM
356
Evergreen Capital Management
Washington
$9.27M +$227K +998 +3%
WB
357
Webster Bank
Connecticut
$9.27M +$116K +510 +1%
QCM
358
QRG Capital Management
Illinois
$9.26M +$2.72M +11,949 +44%
SHWM
359
Smith & Howard Wealth Management
Georgia
$9.25M +$124K +545 +1%
BFS
360
Beacon Financial Strategies
North Carolina
$9.25M -$128K -562 -1%
CGPCS
361
Capital Group Private Client Services
California
$9.22M +$161K +708 +2%
SGI
362
Summit Global Investments
Utah
$9.19M +$4.59M +20,203 +109%
CFP
363
Curran Financial Partners
South Carolina
$9.14M +$460K +2,023 +6%
BWA
364
BlueSky Wealth Advisors
North Carolina
$9.13M -$76.6K -337 -0.9%
PW
365
Peninsula Wealth
California
$9.12M -$235K -1,034 -3%
HWM
366
Horizons Wealth Management
North Carolina
$9.12M -$74.1K -326 -0.8%
SHGA
367
Sand Hill Global Advisors
California
$9.08M -$555K -2,441 -6%
TC
368
TownSquare Capital
Utah
$9.03M +$1.86M +8,188 +27%
BCA
369
Bray Capital Advisors
Florida
$9M -$359K -1,579 -4%
TPCW
370
TD Private Client Wealth
New York
$8.94M +$1.22M +5,379 +17%
DWM
371
Diversify Wealth Management
Utah
$8.93M +$1.33M +5,871 +18%
DC
372
Dorval Corp
Minnesota
$8.91M +$55.2K +243 +0.6%
SCTC
373
Sanibel Captiva Trust Company
Florida
$8.81M -$129K -567 -2%
BP
374
Ballentine Partners
Massachusetts
$8.8M -$112K -493 -1%
BWM
375
Benchmark Wealth Management
Connecticut
$8.79M +$262K +1,153 +3%
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