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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
526
LongView Wealth Management
Georgia
$5.02M +$148K +653 +3%
ABWM
527
Alpine Bank Wealth Management
Colorado
$5.02M +$4.81M +21,164 New
MAS
528
Meeder Advisory Services
Ohio
$5M +$87.3K +384 +2%
FF
529
Financial Futures
New Jersey
$4.99M -$49.5K -218 -1%
WAP
530
Wealthcare Advisory Partners
Pennsylvania
$4.99M -$191K -841 -4%
SSB
531
Sandy Spring Bank
Maryland
$4.98M +$107K +472 +2%
NOI
532
Newton One Investments
Delaware
$4.97M -$7.73K -34 -0.2%
BHWM
533
Bay Harbor Wealth Management
Maryland
$4.95M -$365K -1,606 -7%
WPW
534
Waldron Private Wealth
Pennsylvania
$4.94M +$1.12M +4,918 +31%
SHF
535
Stage Harbor Financial
Massachusetts
$4.93M -$120K -530 -3%
SPC
536
Sigma Planning Corp
Michigan
$4.91M -$65.4K -288 -1%
WBCM
537
Wilson & Boucher Capital Management
California
$4.9M +$250K +1,100 +6%
EFS
538
Essex Financial Services
Connecticut
$4.89M -$425K -1,872 -8%
BAG
539
Bridgewealth Advisory Group
California
$4.85M +$388K +1,707 +9%
BW
540
BIP Wealth
Georgia
$4.83M +$495K +2,177 +12%
BWG
541
Balanced Wealth Group
Ohio
$4.82M -$18.6K -82 -0.4%
PFA
542
Pathway Financial Advisors
Vermont
$4.81M -$44.3K -195 -1%
JFG
543
JMG Financial Group
Illinois
$4.78M +$145K +640 +3%
WIM
544
Waycross Investment Management
Washington
$4.77M -$185K -816 -4%
TWM
545
Thrive Wealth Management
Pennsylvania
$4.76M +$5K +22 +0.1%
APC
546
Aspire Private Capital
North Carolina
$4.76M -$248K -1,093 -5%
WA
547
WP Advisors
California
$4.75M +$25.7K +113 +0.6%
SL
548
Salomon & Ludwin
Virginia
$4.74M -$279K -1,227 -6%
JE
549
JMAC Enterprises
Pennsylvania
$4.74M +$41.4K +182 +0.9%
OCM
550
One Capital Management
California
$4.72M +$74.1K +326 +2%
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