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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
WJWM
526
Williams Jones Wealth Management
New York
$2.8M +$1.74K +9 +0.1%
FB
527
First Bancorp
Maine
$2.8M +$242K +1,252 +9%
GIA
528
Gladstone Institutional Advisory
Florida
$2.8M -$204K -1,055 -6%
AIP
529
Ameritas Investment Partners
Nebraska
$2.8M +$248K +1,282 +9%
TPCW
530
TD Private Client Wealth
New York
$2.8M +$186K +961 +6%
WFA
531
Wade Financial Advisory
California
$2.8M +$497K +2,576 +19%
GWA
532
Gibson Wealth Advisors
Texas
$2.79M -$61.8K -320 -2%
NFP
533
Narus Financial Partners
Utah
$2.78M -$879K -4,552 -22%
KCM
534
Kennicott Capital Management
California
$2.77M +$4.63K +24 +0.2%
MAM
535
Mystic Asset Management
Rhode Island
$2.76M +$75.3K +390 +3%
CAMG
536
CWA Asset Management Group
Florida
$2.75M -$1.03M -5,352 -26%
IFAM
537
Institutional & Family Asset Management
Colorado
$2.74M +$197K +1,020 +7%
HAC
538
Harbor Advisory Corp
New Hampshire
$2.73M -$19.3K -100 -0.6%
TT
539
TI-Trust
Illinois
$2.72M +$101K +523 +4%
BSSFA
540
Baron Silver Stevens Financial Advisors
Florida
$2.7M -$549K -2,844 -16%
TWM
541
Thrive Wealth Management
Pennsylvania
$2.69M -$304K -1,575 -9%
GCA
542
Gradient Capital Advisors
California
$2.69M +$223K +1,155 +8%
SQA
543
Simon Quick Advisors
New Jersey
$2.69M +$1.14M +5,925 +76%
CC
544
Courier Capital
New York
$2.68M -$14.5K -75 -0.5%
KPWG
545
KFA Private Wealth Group
Virginia
$2.67M +$361K +1,868 +14%
FZCM
546
Flynn Zito Capital Management
New York
$2.67M +$2.93M +15,189 New
CI
547
Conning Inc
Connecticut
$2.67M – – –
CWM
548
Cornerstone Wealth Management
Missouri
$2.65M +$217K +1,124 +8%
AI
549
Accredited Investors
Minnesota
$2.64M +$150K +777 +5%
WFA
550
Wipfli Financial Advisors
Wisconsin
$2.63M +$1.8M +9,340 +166%
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