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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
501
Dakota Wealth Management
Florida
$3.27M -$53.9K -243 -2%
CWC
502
Carolinas Wealth Consulting
North Carolina
$3.27M -$14.4K -65 -0.4%
BIM
503
Bridges Investment Management
Nebraska
$3.27M – – –
JFA
504
JNBA Financial Advisors
Minnesota
$3.24M -$19.3K -87 -0.6%
WJWM
505
Williams Jones Wealth Management
New York
$3.24M +$141K +634 +5%
IP
506
Investment Partners
Ohio
$3.22M -$101K -458 -3%
MOS
507
MGO One Seven
Ohio
$3.22M +$1.56M +7,018 +97%
AL
508
Aspiriant LLC
California
$3.21M +$525K +2,367 +20%
MFT
509
Moisand Fitzgerald Tamayo
Florida
$3.19M +$30.4K +137 +1%
RIG
510
Ramiah Investment Group
Wisconsin
$3.19M +$914K +4,125 +41%
ACP
511
Aveo Capital Partners
Colorado
$3.18M +$178K +802 +6%
GPWA
512
Great Point Wealth Advisors
Massachusetts
$3.18M – – –
FUBT
513
First United Bank & Trust
Maryland
$3.17M -$263K -1,189 -8%
PWP
514
Principle Wealth Partners
Connecticut
$3.15M +$565K +2,549 +22%
IC
515
Inscription Capital
Texas
$3.15M +$3.1M +13,975 New
BKA
516
Brick & Kyle Associates
Pennsylvania
$3.14M +$9.97K +45 +0.3%
IA
517
IFG Advisors
Missouri
$3.14M +$5.32K +24 +0.2%
UWM
518
USAdvisors Wealth Management
Minnesota
$3.13M +$80.2K +362 +3%
GCA
519
Gradient Capital Advisors
California
$3.12M +$77.8K +351 +3%
AI
520
Accredited Investors
Minnesota
$3.11M -$221K -995 -7%
ACA
521
Affinity Capital Advisors
California
$3.09M -$87.3K -394 -3%
HAC
522
Harbor Advisory Corp
New Hampshire
$3.09M +$198K +895 +7%
CWM
523
Cranbrook Wealth Management
Michigan
$3.08M -$65.8K -297 -2%
MAG
524
Mokosak Advisory Group
Iowa
$3.05M +$88.4K +399 +3%
FNT
525
First National Trust
Pennsylvania
$3.05M +$745K +3,360 +33%
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