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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
MFW
576
Meristem Family Wealth
Minnesota
$348K +$341K +2,355 New
QFA
577
Quattro Financial Advisors
Texas
$344K +$73.3K +507 +28%
FHA
578
First Horizon Advisors
Tennessee
$342K -$18.4K -127 -5%
BRF
579
B. Riley Financial
California
$342K +$27.9K +193 +9%
RMCM
580
Reynders McVeigh Capital Management
Massachusetts
$340K – – –
NB
581
Nicolet Bankshares
Wisconsin
$340K +$14K +97 +4%
APP
582
Avantax Planning Partners
Iowa
$336K – – –
PA
583
PFG Advisors
Arizona
$336K +$329K +2,273 New
NWP
584
Northstar Wealth Partners
Connecticut
$330K +$48.9K +338 +18%
TWA
585
TCI Wealth Advisors
Arizona
$330K +$216K +1,494 +202%
OPCM
586
Osborne Partners Capital Management
California
$326K -$17.1K -118 -5%
CA
587
CapWealth Advisors
Tennessee
$325K – – –
SFM
588
Signature Financial Management
Virginia
$325K +$318K +2,197 New
BBNB
589
Baker Boyer National Bank
Washington
$318K – – –
CT
590
Cambridge Trust
Massachusetts
$317K – – –
CIA
591
Capital Investment Advisors
Georgia
$317K +$13K +90 +4%
NDSI
592
Newman Dignan & Sheerar Inc
Rhode Island
$316K +$1.45K +10 +0.5%
AA
593
Ancora Advisors
Ohio
$314K +$27.9K +193 +10%
CIC
594
Carnegie Investment Counsel
Ohio
$311K +$39.8K +275 +15%
FIAS
595
FinTrust Investment Advisory Services
South Carolina
$305K – – –
PFS
596
Prospera Financial Services
Texas
$305K +$67.5K +467 +30%
LWCFA
597
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$303K – – –
VNA
598
Valley National Advisers
Pennsylvania
$302K +$434 +3 +0.1%
SAM
599
Silvercrest Asset Management
New York
$302K +$72.3K +500 +32%
ACM
600
Armbruster Capital Management
New York
$300K – – –
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