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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
BSSFA
576
Baron Silver Stevens Financial Advisors
Florida
$3.84M +$583K +3,026 +20%
PCIA
577
Prime Capital Investment Advisors
Kansas
$3.84M -$35.1K -182 -1%
FI
578
Financial Insights
Washington
$3.84M -$303K -1,572 -8%
RBC
579
Roble Belko & Company
Pennsylvania
$3.83M -$174K -903 -5%
CBFP
580
Cedar Brook Financial Partners
Ohio
$3.83M +$661K +3,432 +23%
WP
581
WealthPLAN Partners
Nebraska
$3.82M +$5.01K +26 +0.1%
WTB
582
Washington Trust Bank
Washington
$3.82M – – –
MAG
583
Mokosak Advisory Group
Iowa
$3.81M +$52.2K +271 +2%
SG
584
StoneX Group
New York
$3.81M -$18M -93,468 -84%
SAM
585
S.A. Mason
Michigan
$3.78M -$12.7K -66 -0.4%
RFO
586
RiverGlades Family Offices
Florida
$3.77M +$24.1K +125 +0.7%
FFL
587
Financial Freedom LLC
Ohio
$3.74M +$151K +784 +5%
CHA
588
Carmichael Hill & Associates
Maryland
$3.72M -$7.51K -39 -0.2%
SFS
589
Sowell Financial Services
Arkansas
$3.71M -$56.8K -295 -2%
CWM
590
Calamos Wealth Management
Illinois
$3.7M – – –
ORG
591
Optimist Retirement Group
Washington
$3.7M +$3.34M +17,337 New
MAM
592
Mystic Asset Management
Rhode Island
$3.7M +$146K +757 +5%
FFA
593
Frazier Financial Advisors
Ohio
$3.68M +$3.32M +17,228 New
MA
594
Modus Advisors
Minnesota
$3.67M +$223K +1,159 +7%
FLPIM
595
F.L. Putnam Investment Management
Massachusetts
$3.66M -$224K -1,163 -6%
WA
596
WP Advisors
California
$3.65M +$695K +3,608 +27%
FHA
597
First Horizon Advisors
Tennessee
$3.64M +$165K +854 +5%
KFGK
598
Keystone Financial Group (Kentucky)
Kentucky
$3.64M +$49.7K +258 +2%
RIA
599
Regal Investment Advisors
Michigan
$3.63M +$128K +665 +4%
BFP
600
Beacon Financial Planning
Massachusetts
$3.62M -$27.2K -141 -0.8%
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