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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
PF
451
Penney Financial
Texas
$5.86M -$146K -666 -2%
EWM
452
Evercore Wealth Management
New York
$5.85M -$177K -805 -3%
RA
453
Ruggaard & Associates
Ohio
$5.85M +$110K +503 +2%
FNFDCM
454
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$5.84M +$8.35K +38 +0.1%
CAM
455
Cozad Asset Management
Illinois
$5.84M +$32.1K +146 +0.5%
BF
456
BOK Financial
Oklahoma
$5.75M +$6.15K +28 +0.1%
AO
457
Advisor OS
Illinois
$5.75M +$866K +3,944 +18%
SWA
458
Stratos Wealth Advisors
Ohio
$5.74M +$197K +896 +4%
VWA
459
Visionary Wealth Advisors
Illinois
$5.64M -$427K -1,943 -7%
QIM
460
Quest Investment Management
Oregon
$5.62M -$88.3K -402 -2%
BWCS
461
Beirne Wealth Consulting Services
Connecticut
$5.6M – – –
WFA
462
Wells Financial Advisors
Massachusetts
$5.58M -$878K -3,998 -14%
BA
463
Brightwater Advisory
Florida
$5.49M +$64.6K +294 +1%
WLIM
464
White Lighthouse Investment Management
Massachusetts
$5.49M +$350K +1,592 +7%
FF
465
Farrell Financial
New York
$5.49M +$216K +985 +4%
WCFA
466
Walkner Condon Financial Advisors
Wisconsin
$5.48M +$148K +674 +3%
FPB
467
First PREMIER Bank
South Dakota
$5.46M +$17.6K +80 +0.3%
FMC
468
First Merchants Corp
Indiana
$5.38M -$71.4K -325 -1%
BF
469
Brooklyn FI
New York
$5.38M -$1.54M -7,006 -22%
BWP
470
Bernardo Wealth Planning
Pennsylvania
$5.38M +$165K +751 +3%
CFO
471
Colony Family Offices
North Carolina
$5.37M +$528K +2,404 +11%
GGS
472
Galvin Gaustad & Stein
Arizona
$5.33M -$262K -1,195 -5%
MMPW
473
Mitchell McLeod Pugh & Williams
Alabama
$5.32M +$404K +1,839 +8%
SFG
474
Sovereign Financial Group
Connecticut
$5.3M +$461K +2,099 +9%
MG
475
Mather Group
Illinois
$5.3M +$1.66M +7,556 +48%
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