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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
WMS
401
Wealth Management Strategies
Pennsylvania
$11.6M +$553K +1,931 +5%
SPP
402
Single Point Partners
Massachusetts
$11.4M -$425K -1,482 -4%
SC
403
SouthState Corp
Florida
$11.4M +$145K +507 +1%
TWM
404
TriaGen Wealth Management
California
$11.3M +$77.1K +269 +0.7%
FMB
405
Field & Main Bank
Kentucky
$11.3M +$244K +851 +2%
WB
406
WesBanco Bank
West Virginia
$11.2M +$489K +1,705 +5%
SCP
407
Silverleafe Capital Partners
Tennessee
$11.2M -$2.06M -7,174 -16%
BFPW
408
BOK Financial Private Wealth
Colorado
$11.1M -$484K -1,690 -4%
CA
409
Capital Advantage
California
$11M +$460K +1,605 +5%
FHA
410
Flagship Harbor Advisors
Massachusetts
$11M +$103K +359 +1%
WAP
411
Wealthcare Advisory Partners
Pennsylvania
$10.9M -$325K -1,134 -3%
VA
412
Valmark Advisers
Ohio
$10.9M +$115K +402 +1%
EWA
413
Evolution Wealth Advisors
Florida
$10.9M -$267K -932 -3%
VWA
414
Visionary Wealth Advisors
Illinois
$10.9M +$20.1K +70 +0.2%
BFP
415
Beacon Financial Planning
Massachusetts
$10.9M +$202K +705 +2%
DAS
416
DMKC Advisory Services
Iowa
$10.8M +$8.35M +29,142 +439%
VP
417
Verum Partners
North Carolina
$10.7M +$109K +381 +1%
PRP
418
Peak Retirement Planning
Ohio
$10.7M +$204K +713 +2%
KFS
419
Krane Financial Solutions
California
$10.6M -$35K -122 -0.3%
CNBT
420
Cornerstone National Bank & Trust
Illinois
$10.5M -$616K -2,149 -6%
SHGA
421
Sand Hill Global Advisors
California
$10.5M -$187K -651 -2%
TAM
422
Titleist Asset Management
Texas
$10.5M -$106K -369 -1%
GFG
423
Goldstone Financial Group
Illinois
$10.5M +$5.28M +18,428 +114%
TWM
424
Thrive Wealth Management
Pennsylvania
$10.4M +$145K +507 +1%
IA
425
IFP Advisors
Florida
$10.4M +$12.9K +45 +0.1%
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