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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
HNB
401
Huntington National Bank
Ohio
$1.25M – – –
SCA
402
Snowden Capital Advisors
New York
$1.24M +$24.2K +166 +2%
SEIA
403
Signature Estate & Investment Advisors
California
$1.24M -$103K -708 -7%
RCM
404
Radnor Capital Management
Pennsylvania
$1.24M – – –
SWM
405
SVA Wealth Management
Wisconsin
$1.2M +$1.33M +9,114 New
SIAS
406
Shine Investment Advisory Services
Colorado
$1.2M +$8.15K +56 +0.6%
WPW
407
Waldron Private Wealth
Pennsylvania
$1.2M +$1.32M +9,081 New
KFGK
408
Keystone Financial Group (Kentucky)
Kentucky
$1.2M +$59.7K +410 +5%
LFG
409
Larson Financial Group
Missouri
$1.2M +$62.2K +427 +5%
MGIA
410
Moneta Group Investment Advisors
Missouri
$1.19M -$815K -5,595 -38%
FNT
411
First National Trust
Pennsylvania
$1.19M -$30.6K -210 -2%
CWM
412
Cornerstone Wealth Management
Missouri
$1.19M +$1.31M +9,011 New
SAM
413
Sawgrass Asset Management
Florida
$1.18M – – –
KA
414
Klingman & Associates
New York
$1.18M +$501K +3,438 +63%
WP
415
WealthSource Partners
California
$1.17M +$131K +900 +11%
HFA
416
Hoover Financial Advisors
Pennsylvania
$1.17M +$1.29M +8,846 New
HC
417
HNP Capital
New York
$1.16M +$1.28M +8,773 New
LRIA
418
Leonard Rickey Investment Advisors
Washington
$1.15M +$850K +5,841 +205%
MFT
419
Moisand Fitzgerald Tamayo
Florida
$1.14M +$31.4K +216 +3%
RW
420
REDW Wealth
New Mexico
$1.13M +$4.95K +34 +0.4%
PCMC
421
Private Capital Management (Colorado)
Colorado
$1.13M +$1.25M +8,560 New
SC
422
SouthState Corp
Florida
$1.12M +$169K +1,161 +16%
TFO
423
Tarbox Family Office
California
$1.12M -$139K -956 -10%
TA
424
Tiedemann Advisors
New York
$1.11M -$49.5K -340 -4%
WLIM
425
White Lighthouse Investment Management
Massachusetts
$1.11M +$372K +2,555 +44%
15 16
17
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