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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
476
Momentum Advisors
New York
$3.66M -$1.67K -9 -0%
FHA
477
First Horizon Advisors
Tennessee
$3.65M +$692K +3,733 +23%
TDWM
478
Topel & Distasi Wealth Management
California
$3.65M +$18.3K +99 +0.5%
GSIS
479
Global Strategic Investment Solutions
Arizona
$3.63M -$2.93M -15,825 -44%
AIP
480
Ameritas Investment Partners
Nebraska
$3.63M -$121K -653 -3%
FMII
481
Farmers & Merchants Investments Inc
Nebraska
$3.62M +$20.9K +113 +0.6%
WAP
482
Wealthcare Advisory Partners
Pennsylvania
$3.61M -$3.81M -20,552 -51%
FHC
483
First Heartland Consultants
Missouri
$3.6M +$51.2K +276 +1%
TPCW
484
TD Private Client Wealth
New York
$3.58M +$820K +4,424 +29%
WPW
485
Waldron Private Wealth
Pennsylvania
$3.57M – – –
PWA
486
Peterson Wealth Advisors
Utah
$3.57M +$519K +2,800 +17%
NOI
487
Newton One Investments
Delaware
$3.56M -$13.5K -73 -0.4%
FB
488
First Bancorp
Maine
$3.55M -$38.4K -207 -1%
EWA
489
Exencial Wealth Advisors
Oklahoma
$3.55M -$102K -551 -3%
SAM
490
S.A. Mason
Michigan
$3.53M -$107K -580 -3%
LFP
491
Leeward Financial Partners
Washington
$3.52M -$1.21M -6,553 -25%
WLIM
492
White Lighthouse Investment Management
Massachusetts
$3.52M -$113K -611 -3%
WBCM
493
Wilson & Boucher Capital Management
California
$3.49M -$18.3K -99 -0.5%
CWMU
494
Caliber Wealth Management (Utah)
Utah
$3.48M -$144K -776 -4%
SFG
495
Sovereign Financial Group
Connecticut
$3.46M -$325K -1,753 -9%
ODIJL
496
One Day In July LLC
Vermont
$3.45M +$2.19M +11,837 +170%
UBV
497
United Bank (Virginia)
Virginia
$3.43M +$792K +4,271 +30%
CA
498
Continuum Advisory
Idaho
$3.42M +$171K +925 +5%
RFA
499
RTD Financial Advisors
Pennsylvania
$3.41M -$74.5K -402 -2%
CSPIA
500
Cary Street Partners Investment Advisory
Virginia
$3.38M +$25.6K +138 +0.8%
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