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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
QWM
501
Quaker Wealth Management
New Jersey
$7.02M +$269K +994 +4%
FFA
502
Fi3 Financial Advisors
Indiana
$7M -$1.11M -4,100 -13%
DWAM
503
Duncan Williams Asset Management
Tennessee
$7M +$24.4K +90 +0.3%
BPAMU
504
BTG Pactual Asset Management US
New York
$6.99M -$964K -3,561 -12%
CCM
505
Cambridge Capital Management
Illinois
$6.89M +$646K +2,387 +10%
STFP
506
Signal Tree Financial Partners
Ohio
$6.87M +$602K +2,224 +9%
NL
507
NWAM LLC
Washington
$6.87M -$1.71M -6,311 -19%
WB
508
Webster Bank
Connecticut
$6.85M -$385K -1,423 -5%
AI
509
Accredited Investors
Minnesota
$6.83M +$211K +779 +3%
CA
510
Continuum Advisory
Idaho
$6.83M +$113K +418 +2%
RFG
511
REAP Financial Group
Texas
$6.81M +$228K +844 +3%
SCA
512
Snowden Capital Advisors
New York
$6.8M +$157K +579 +2%
GWM
513
Greenhouse Wealth Management
Connecticut
$6.78M +$4.87K +18 +0.1%
RFP
514
Root Financial Partners
California
$6.77M +$1.65M +6,093 +31%
PWA
515
Peterson Wealth Advisors
Utah
$6.73M -$317K -1,173 -4%
AAS
516
Annex Advisory Services
Wisconsin
$6.72M -$772K -2,851 -10%
BAM
517
Belpointe Asset Management
Nevada
$6.7M +$1.78M +6,594 +35%
AIS
518
American Investment Services
Massachusetts
$6.64M +$111K +411 +2%
BA
519
Brightwater Advisory
Florida
$6.57M +$98.8K +365 +1%
FTWA
520
Fifth Third Wealth Advisors
Ohio
$6.54M +$65.2K +241 +1%
ACS
521
Archford Capital Strategies
Illinois
$6.52M -$5.04M -18,626 -43%
AUB
522
Atlantic Union Bankshares
Virginia
$6.51M +$126K +464 +2%
RA
523
Ruggaard & Associates
Ohio
$6.51M -$94.2K -348 -1%
QIM
524
Quest Investment Management
Oregon
$6.48M +$1.02M +3,784 +18%
FNFDCM
525
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$6.47M -$149K -551 -2%
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