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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
551
Modern Wealth Management
Kansas
$5.58M +$1.2M +4,696 +28%
WTB
552
Washington Trust Bank
Washington
$5.58M -$10.2K -40 -0.2%
PCS
553
Private Client Services
Kentucky
$5.56M +$851K +3,323 +18%
ASG
554
Ariston Services Group
California
$5.55M +$30K +117 +0.5%
SPWM
555
Smith Partners Wealth Management
North Carolina
$5.55M +$5.51M +21,519 New
OCM
556
One Capital Management
California
$5.53M +$368K +1,435 +7%
MCWS
557
McKinley Carter Wealth Services
West Virginia
$5.52M -$148K -578 -3%
CCM
558
Condor Capital Management
New Jersey
$5.51M -$55.3K -216 -1%
MWM
559
McNaughton Wealth Management
California
$5.47M +$679K +2,651 +14%
GA
560
GFS Advisors
Texas
$5.46M – – –
SHF
561
Stage Harbor Financial
Massachusetts
$5.46M +$398K +1,555 +8%
CFG
562
Carr Financial Group
Massachusetts
$5.46M +$636K +2,482 +13%
DIA
563
Davidson Investment Advisors
Montana
$5.46M -$211K -824 -4%
IAN
564
Integrated Advisors Network
Texas
$5.45M -$1.99M -7,766 -27%
MWM
565
Meridian Wealth Management
Kentucky
$5.45M -$28.7K -112 -0.5%
MFP
566
Meramec Financial Planners
Missouri
$5.45M +$5.03M +19,647 New
AFP
567
Ausdal Financial Partners
Iowa
$5.44M -$254K -993 -4%
AWMA
568
Arbor Wealth Management (Arizona)
Arizona
$5.44M +$5.41M +21,100 New
NOI
569
Newton One Investments
Delaware
$5.42M +$83K +324 +2%
CMP
570
Christine Messmer PC
Pennsylvania
$5.41M +$5.38M +20,981 New
QIM
571
Quest Investment Management
Oregon
$5.4M +$384K +1,499 +8%
MWA
572
Marathon Wealth Advisors
Massachusetts
$5.4M +$5.36M +20,921 New
SAG
573
SageView Advisory Group
California
$5.39M -$626K -2,443 -10%
KFGK
574
Keystone Financial Group (Kentucky)
Kentucky
$5.38M +$187K +731 +4%
IFA
575
Index Fund Advisors
California
$5.37M -$108K -422 -2%
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