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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
CCP
576
Clarkston Capital Partners
Michigan
$717K +$26.3K +175 +3%
BAM
577
Belpointe Asset Management
Nevada
$715K +$73.2K +487 +9%
DI
578
DFPG Investments
Utah
$714K -$26K -173 -3%
LSAG
579
Lake Street Advisors Group
New Hampshire
$708K +$921K +6,130 New
CAC
580
Certified Advisory Corp
Florida
$707K +$548K +3,649 +147%
PSF
581
Pacific Sun Financial
California
$705K +$51.4K +342 +6%
QCG
582
Quadrant Capital Group
Ohio
$698K +$164K +1,093 +22%
KTA
583
Keeley-Teton Advisors
Illinois
$693K – – –
SLT
584
St Louis Trust
Missouri
$684K +$891K +5,926 New
VFP
585
Verus Financial Partners
Virginia
$683K +$39.4K +262 +5%
IC
586
Intersect Capital
California
$681K – – –
MWM
587
Meridian Wealth Management
Kentucky
$677K +$15.5K +103 +2%
FUBT
588
First United Bank & Trust
Maryland
$675K -$117K -780 -12%
CMO
589
Covenant Multifamily Offices
Texas
$671K -$3.41M -22,723 -80%
FMBTD
590
First Midwest Bank Trust Division
Illinois
$671K -$2.71K -18 -0.3%
MA
591
Montag & Associates
Georgia
$669K +$217K +1,443 +33%
GC
592
Gibson Capital
Pennsylvania
$665K – – –
EFS
593
Essex Financial Services
Connecticut
$663K +$603K +4,012 +232%
CWM
594
Circle Wealth Management
New Jersey
$662K +$861K +5,732 New
KTC
595
Kistler-Tiffany Companies
Pennsylvania
$656K – – –
WSFS
596
Wilmington Savings Fund Society
Delaware
$655K -$70.2K -467 -8%
SC
597
SouthState Corp
Florida
$655K – – –
FTIOP
598
Fiduciary Trust International of Pennsylvania
Pennsylvania
$654K +$851K +5,661 New
GWMIA
599
Global Wealth Management Investment Advisory
Florida
$652K +$35.5K +236 +4%
FTC
600
Farmers Trust Company
Ohio
$651K -$13.5K -90 -2%
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