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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
$10.5M +$746K +3,033 +8%
FOFP
352
Fee-Only Financial Planning
South Carolina
$10.5M -$36.4K -148 -0.3%
MNA
353
Manning & Napier Advisors
New York
$10.5M -$57.3K -233 -0.5%
HIM
354
Hanlon Investment Management
New Jersey
$10.4M -$352K -1,431 -3%
VF
355
Vawter Financial
Ohio
$10.4M +$165K +671 +2%
NAS
356
Nicolet Advisory Services
Wisconsin
$10.3M +$504K +2,049 +5%
ATPW
357
Ashton Thomas Private Wealth
Arizona
$10.3M +$584K +2,372 +6%
FAM
358
Frontier Asset Management
Wyoming
$10.3M +$511K +2,075 +5%
JFG
359
JDM Financial Group
Texas
$10.3M +$58.6K +238 +0.6%
FTWA
360
Fifth Third Wealth Advisors
Ohio
$10.2M +$91.5K +372 +0.9%
PA
361
Parkside Advisors
California
$10.1M +$9.84K +40 +0.1%
CTWM
362
Cherry Tree Wealth Management
Minnesota
$10M -$17K -69 -0.2%
PCA
363
Prosperity Capital Advisors
Ohio
$10M +$1.39M +5,666 +16%
MAV
364
Mason & Associates (Virginia)
Virginia
$9.96M +$531K +2,158 +5%
CGPCS
365
Capital Group Private Client Services
California
$9.96M +$626K +2,546 +7%
SWM
366
Spire Wealth Management
Virginia
$9.87M +$397K +1,613 +4%
EWA
367
Evolution Wealth Advisors
Florida
$9.87M -$358K -1,454 -3%
NAMP
368
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$9.85M +$24.6K +100 +0.2%
IIA
369
Integral Investment Advisors
California
$9.83M +$1.76M +7,136 +21%
TCM
370
TD Capital Management
Tennessee
$9.83M -$271K -1,102 -3%
CWM
371
Circle Wealth Management
New Jersey
$9.77M – – –
CIA
372
Compass Ion Advisors
Pennsylvania
$9.76M -$260K -1,055 -3%
TPCW
373
TD Private Client Wealth
New York
$9.7M +$670K +2,721 +7%
SWP
374
Stratos Wealth Partners
Ohio
$9.68M -$4.06M -16,487 -29%
BFS
375
Beacon Financial Strategies
North Carolina
$9.67M +$308K +1,250 +3%
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