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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
GC
376
Gilbert & Cook
Iowa
$672K -$77.5K -586 -10%
BFG
377
Beacon Financial Group
Texas
$672K +$93.1K +704 +16%
FC
378
Forte Capital
New York
$672K +$103K +781 +18%
SDWMA
379
Schneider Downs Wealth Management Advisors
Pennsylvania
$668K +$93.8K +709 +16%
FMBTD
380
First Midwest Bank Trust Division
Illinois
$666K – – –
BSB
381
Bangor Savings Bank
Maine
$644K +$2.38K +18 +0.4%
BA
382
BKS Advisors
Michigan
$642K -$4.5K -34 -0.7%
CG
383
Cutler Group
California
$639K +$634K +4,795 New
FUBT
384
First United Bank & Trust
Maryland
$633K +$201K +1,520 +47%
GP
385
Girard Partners
Pennsylvania
$623K +$31.5K +238 +5%
ABC
386
Associated Banc-Corp
Wisconsin
$621K +$3.44K +26 +0.6%
PCTC
387
Perkins Coie Trust Company
Washington
$612K -$14.6K -110 -2%
SC
388
SouthState Corp
Florida
$610K – – –
RC
389
Roundview Capital
New Jersey
$603K +$39.4K +298 +7%
AA
390
Alesco Advisors
New York
$601K -$130K -980 -18%
CCP
391
Clarkston Capital Partners
Michigan
$601K +$1.85K +14 +0.3%
QCG
392
Quadrant Capital Group
Ohio
$600K -$82.7K -625 -12%
KWM
393
Kingsview Wealth Management
Oregon
$597K +$593K +4,479 New
SSB
394
Sandy Spring Bank
Maryland
$592K +$49.6K +375 +9%
KA
395
Klingman & Associates
New York
$590K +$10.6K +80 +2%
RBC
396
Roble Belko & Company
Pennsylvania
$585K +$128K +969 +28%
JSL
397
JT Stratford LLC
Georgia
$584K +$13.2K +100 +2%
MWM
398
Meridian Wealth Management
Kentucky
$584K +$580K +4,385 New
BWA
399
Burt Wealth Advisors
Maryland
$579K +$529 +4 +0.1%
LWAC
400
Laurel Wealth Advisors (California)
California
$578K +$50.4K +381 +10%
14 15
16
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