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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
376
Logan Capital Management
Pennsylvania
$6.45M – – –
FC
377
Forte Capital
New York
$6.45M -$31.2K -165 -0.5%
DAS
378
Dynamic Advisor Solutions
Arizona
$6.37M +$1.19M +6,306 +25%
OFS
379
Oldfather Financial Services
Nebraska
$6.35M +$138K +730 +2%
HWM
380
Howard Wealth Management
Connecticut
$6.33M -$222K -1,176 -4%
SPIA
381
Steward Partners Investment Advisory
New York
$6.21M -$733K -3,879 -11%
JBA
382
Johnson Bixby & Associates
Washington
$6.19M +$361K +1,910 +7%
APG
383
Abacus Planning Group
South Carolina
$6.18M -$91.7K -485 -2%
TCWA
384
Ten Capital Wealth Advisors
Washington
$6.14M +$231K +1,220 +4%
GRP
385
Global Retirement Partners
California
$6.13M -$446K -2,359 -7%
MSFS
386
Main Street Financial Solutions
Pennsylvania
$6.07M +$725K +3,839 +14%
CA
387
Cambridge Advisors
Nebraska
$6.06M +$283K +1,500 +5%
LI
388
Latigo Investments
Florida
$6.03M +$22.3K +118 +0.4%
W
389
WealthOne
New York
$5.98M -$62K -328 -1%
LNWTC
390
Laird Norton Wetherby Trust Company
Washington
$5.95M +$135K +714 +2%
SHGA
391
Sand Hill Global Advisors
California
$5.94M -$187K -992 -3%
RWG
392
Ratio Wealth Group
Colorado
$5.91M +$5.62M +29,736 New
CNBT
393
Cornerstone National Bank & Trust
Illinois
$5.88M -$786K -4,160 -12%
EWM
394
Evercore Wealth Management
New York
$5.87M – – –
AA
395
Ancora Advisors
Ohio
$5.87M -$2.08K -11 -0%
QIM
396
Quest Investment Management
Oregon
$5.86M +$15.3K +81 +0.3%
WFA
397
Wells Financial Advisors
Massachusetts
$5.85M -$2.27M -12,023 -29%
ECG
398
Edge Capital Group
Georgia
$5.81M +$368K +1,948 +7%
CTA
399
Chesley Taft & Associates
Illinois
$5.79M +$143K +755 +3%
FPB
400
First PREMIER Bank
South Dakota
$5.76M +$256K +1,357 +5%
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