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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
426
Annex Advisory Services
Wisconsin
$7.58M -$7.85M -32,886 -49%
FCI
427
Financial Counselors Inc
Kansas
$7.55M -$542K -2,270 -6%
SPP
428
Single Point Partners
Massachusetts
$7.54M +$191K +798 +2%
GFG
429
Greenbush Financial Group
New York
$7.51M +$839K +3,513 +12%
BDF
430
Black Diamond Financial
Maryland
$7.45M -$5.97K -25 -0.1%
EF
431
Elite Financial
Idaho
$7.41M +$33.2K +139 +0.4%
CAG
432
Crestwood Advisors Group
Massachusetts
$7.4M +$49.9K +209 +0.6%
TWM
433
TriaGen Wealth Management
California
$7.4M +$37K +155 +0.5%
BIM
434
Bridges Investment Management
Nebraska
$7.4M +$107K +450 +1%
WIM
435
Warwick Investment Management
Texas
$7.4M -$27.5K -115 -0.3%
FT
436
Fiduciary Trust
Massachusetts
$7.32M -$86K -360 -1%
A
437
Allianz
Germany
$7.31M -$149K -625 -2%
RI
438
Rinkey Investments
California
$7.29M -$1.03M -4,323 -12%
IA
439
IFP Advisors
Florida
$7.27M +$1.12M +4,701 +17%
MMPW
440
Mitchell McLeod Pugh & Williams
Alabama
$7.24M +$751K +3,146 +11%
LCM
441
Logan Capital Management
Pennsylvania
$7.23M -$38.2K -160 -0.5%
OMIC
442
Old Mission Investment Co
Michigan
$7.23M +$168K +702 +2%
VA
443
Valmark Advisers
Ohio
$7.21M +$435K +1,821 +6%
HTC
444
Haverford Trust Company
Pennsylvania
$7.19M -$43.9K -184 -0.6%
BWCS
445
Beirne Wealth Consulting Services
Connecticut
$7.19M +$31.8K +133 +0.4%
HWM
446
Howard Wealth Management
Connecticut
$7.15M -$311K -1,303 -4%
OFS
447
Oldfather Financial Services
Nebraska
$7.13M +$183K +765 +2%
SC
448
Savant Capital
Illinois
$7.13M -$14.6M -61,343 -66%
TI
449
Tidal Investments
Wisconsin
$7.12M +$6.68M +27,977 +676%
CA
450
Capital Advantage
California
$7.1M – – –
16 17
18
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