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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
MFS
351
Madrona Financial Services
Washington
$11M +$100K +391 +0.9%
RWI
352
Red Wave Investments
Pennsylvania
$11M +$6.15K +24 +0.1%
BM
353
Berman McAleer
Maryland
$10.9M -$554K -2,163 -5%
FAI
354
Fiduciary Advisors Inc
Missouri
$10.9M +$298K +1,164 +3%
PWM
355
Praetorian Wealth Management
California
$10.8M -$113K -443 -1%
DWS
356
Discipline Wealth Solutions
South Carolina
$10.8M +$8.15M +31,821 +321%
PWM
357
Perigon Wealth Management
California
$10.8M -$531K -2,072 -5%
HFS
358
Hoge Financial Services
Pennsylvania
$10.7M +$493K +1,925 +5%
CMAI
359
Capital Management Associates Inc
Minnesota
$10.7M +$3.53M +13,783 +50%
BFS
360
Beacon Financial Strategies
North Carolina
$10.7M +$19.7K +77 +0.2%
TCM
361
TD Capital Management
Tennessee
$10.6M -$10.2K -40 -0.1%
HWM
362
Horizons Wealth Management
North Carolina
$10.6M +$253K +986 +2%
CPA
363
Capital Performance Advisors
California
$10.6M +$1.63M +6,352 +18%
SAM
364
Sawgrass Asset Management
Florida
$10.5M +$1.5M +5,865 +17%
BFPW
365
BOK Financial Private Wealth
Colorado
$10.5M -$891K -3,479 -8%
2L
366
25 LLC
Missouri
$10.4M -$3.2M -12,494 -24%
HNB
367
Huntington National Bank
Ohio
$10.3M – – –
SC
368
SouthState Corp
Florida
$10.3M +$972K +3,793 +11%
BIM
369
Bridges Investment Management
Nebraska
$10.2M -$33.3K -130 -0.3%
SAW
370
Signal Advisors Wealth
Michigan
$10.2M +$1.42M +5,549 +16%
CANC
371
Culbertson A N & Co
Virginia
$10.2M -$133K -520 -1%
BWA
372
BlueSky Wealth Advisors
North Carolina
$10.2M -$70.5K -275 -0.7%
PIA
373
Petredis Investment Advisors
Pennsylvania
$10.2M -$134K -525 -1%
BKA
374
Brick & Kyle Associates
Pennsylvania
$10.2M -$35.6K -139 -0.4%
BWCS
375
Beirne Wealth Consulting Services
Connecticut
$10.2M -$265K -1,033 -3%
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