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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
WAP
401
Wealthcare Advisory Partners
Pennsylvania
$9.73M +$415K +1,533 +4%
TWM
402
TriaGen Wealth Management
California
$9.72M +$26.3K +97 +0.3%
SC
403
SouthState Corp
Florida
$9.7M -$739K -2,730 -7%
EWA
404
Evolution Wealth Advisors
Florida
$9.65M +$169K +623 +2%
PS
405
Principal Securities
Iowa
$9.58M -$150K -555 -1%
SHWM
406
Smith & Howard Wealth Management
Georgia
$9.57M -$2.71M -10,006 -22%
WMS
407
Wealth Management Strategies
Pennsylvania
$9.54M +$322K +1,190 +3%
FMB
408
Field & Main Bank
Kentucky
$9.53M +$17.6K +65 +0.2%
FHA
409
Flagship Harbor Advisors
Massachusetts
$9.39M -$16K -59 -0.2%
VWA
410
Visionary Wealth Advisors
Illinois
$9.37M -$46K -170 -0.5%
BDF
411
Black Diamond Financial
Maryland
$9.35M -$186K -688 -2%
VA
412
Valmark Advisers
Ohio
$9.3M +$120K +444 +1%
SHGA
413
Sand Hill Global Advisors
California
$9.27M -$129K -476 -1%
WB
414
WesBanco Bank
West Virginia
$9.24M +$579K +2,141 +6%
KFS
415
Krane Financial Solutions
California
$9.19M +$9.5M +35,096 New
BFP
416
Beacon Financial Planning
Massachusetts
$9.19M +$1.95M +7,202 +26%
TAM
417
Titleist Asset Management
Texas
$9.19M +$1.07M +3,942 +13%
CB
418
Commerce Bank
Missouri
$9.17M +$3.35M +12,395 +55%
VP
419
Verum Partners
North Carolina
$9.16M -$193K -713 -2%
CA
420
Capital Advantage
California
$9.07M +$717K +2,651 +8%
PRP
421
Peak Retirement Planning
Ohio
$9.04M +$7.78M +28,751 +497%
IA
422
IFP Advisors
Florida
$8.99M -$256K -945 -3%
SPC
423
Sigma Planning Corp
Michigan
$8.97M +$2.92M +10,776 +46%
TWM
424
Thrive Wealth Management
Pennsylvania
$8.89M -$100K -371 -1%
OWM
425
Orgel Wealth Management
Wisconsin
$8.85M -$104K -384 -1%
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