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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
376
Circle Wealth Management
New Jersey
$9.89M – – –
ECM
377
Evergreen Capital Management
Washington
$9.85M +$146K +590 +2%
CCM
378
Chilton Capital Management
Texas
$9.85M -$346K -1,397 -3%
RWP
379
RWA Wealth Partners
Massachusetts
$9.83M -$94.2K -380 -1%
BF
380
BOK Financial
Oklahoma
$9.71M +$530K +2,138 +6%
EI
381
Ellevest Inc
New York
$9.65M +$821K +3,311 +10%
CA
382
CSM Advisors
Pennsylvania
$9.64M -$386K -1,557 -4%
SCA
383
Sandy Cove Advisors
Massachusetts
$9.57M +$82.8K +334 +0.9%
LIG
384
Lokken Investment Group
Delaware
$9.47M +$185K +746 +2%
CNBT
385
Cornerstone National Bank & Trust
Illinois
$9.39M +$114K +460 +1%
FHA
386
Flagship Harbor Advisors
Massachusetts
$9.37M -$1.38M -5,557 -13%
OWM
387
Orgel Wealth Management
Wisconsin
$9.34M -$3.04M -12,262 -25%
BDF
388
Black Diamond Financial
Maryland
$9.32M +$732K +2,951 +9%
WAP
389
Wealthcare Advisory Partners
Pennsylvania
$9.29M -$238K -958 -3%
TWM
390
TriaGen Wealth Management
California
$9.28M +$359K +1,446 +4%
SL
391
Systelligence LLC
Minnesota
$9.28M +$339K +1,367 +4%
WFPG
392
Waller Financial Planning Group
Ohio
$9.26M -$67.5K -272 -0.7%
PS
393
Principal Securities
Iowa
$9.23M +$395K +1,591 +5%
SHGA
394
Sand Hill Global Advisors
California
$9.23M -$294K -1,185 -3%
EWA
395
Evolution Wealth Advisors
Florida
$9.22M +$12.4K +50 +0.1%
SC
396
SouthState Corp
Florida
$9.14M -$6.44M -25,973 -42%
ACS
397
Archford Capital Strategies
Illinois
$9.11M +$8.88M +35,820 New
VP
398
Verum Partners
North Carolina
$9.1M -$50.8K -205 -0.6%
PFS
399
Prospera Financial Services
Texas
$9.09M +$460K +1,856 +5%
MA
400
Mutual Advisors
Nebraska
$9.02M +$234K +945 +3%
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