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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
JE
426
JMAC Enterprises
Pennsylvania
$5.08M +$5.51M +24,236 New
LI
427
Latigo Investments
Florida
$5.06M +$5.08M +22,377 New
NEAM
428
New England Asset Management
Connecticut
$5.03M +$441K +1,940 +10%
PP
429
PDS Planning
Ohio
$5M +$64.5K +284 +1%
RSWM
430
Robertson Stephens Wealth Management
California
$4.99M +$5.02M +22,079 New
MWM
431
Madison Wealth Management
Ohio
$4.95M -$34.5K -152 -0.7%
HL
432
HeadInvest LLC
Maine
$4.94M +$282K +1,239 +6%
TCWA
433
Ten Capital Wealth Advisors
Washington
$4.94M +$1.2M +5,267 +32%
OCM
434
One Capital Management
California
$4.89M +$15.2K +67 +0.3%
SWP
435
Summit Wealth Partners
Florida
$4.88M +$129K +569 +3%
AWM
436
Abound Wealth Management
Tennessee
$4.87M +$4.89M +21,530 New
UB
437
UMB Bank
Missouri
$4.84M +$4.87M +21,418 New
PCG
438
Private Capital Group
Connecticut
$4.84M -$85.4K -376 -2%
ANTB
439
AMG National Trust Bank
Colorado
$4.83M +$168K +739 +4%
AWS
440
AJ Wealth Strategies
New York
$4.82M +$1.36K +6 +0%
FMII
441
Farmers & Merchants Investments Inc
Nebraska
$4.8M -$71.6K -315 -1%
DC
442
Diametric Capital
Massachusetts
$4.79M +$4.82M +21,207 New
PA
443
Parkside Advisors
California
$4.77M +$176K +776 +4%
RCA
444
Riverview Capital Advisers
Massachusetts
$4.77M +$4.8M +21,103 New
APC
445
Aspire Private Capital
North Carolina
$4.77M +$106K +468 +2%
FC
446
Forte Capital
New York
$4.76M +$82.7K +364 +2%
EI
447
Ellevest Inc
New York
$4.72M -$20.5M -90,196 -81%
SB
448
Strategic Blueprint
Georgia
$4.71M -$355K -1,561 -7%
VR
449
Viridian RIA
Washington
$4.69M +$4.72M +20,758 New
CAC
450
Certified Advisory Corp
Florida
$4.68M +$591K +2,603 +14%
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