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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
CWC
601
Carolinas Wealth Consulting
North Carolina
$2.55M -$21.3K -115 -0.8%
AA
602
Alesco Advisors
New York
$2.54M +$482K +2,601 +23%
FI
603
Financial Insights
Washington
$2.53M +$892K +4,814 +54%
WB
604
West Bancorporation
Iowa
$2.51M -$30.6K -165 -1%
SF
605
Synovus Financial
Georgia
$2.5M -$45.8K -247 -2%
TFA
606
Trinity Financial Advisors
Ohio
$2.49M -$192K -1,038 -7%
MHIC
607
Marble Harbor Investment Counsel
Massachusetts
$2.48M – – –
GPI
608
General Partner Inc
Pennsylvania
$2.48M +$2.5M +13,500 New
BFP
609
Beacon Financial Planning
Massachusetts
$2.48M +$2.5M +13,493 New
SCM
610
SOL Capital Management
Maryland
$2.47M -$96.4K -520 -4%
AL
611
Aspiriant LLC
California
$2.46M +$477K +2,571 +24%
NEAM
612
New England Asset Management
Connecticut
$2.46M +$297K +1,600 +7%
WA
613
Waverly Advisors
Alabama
$2.45M +$37.1K +200 +2%
RIA
614
Regal Investment Advisors
Michigan
$2.44M -$38.7K -209 -2%
TWM
615
Thrive Wealth Management
Pennsylvania
$2.43M -$449K -2,420 -15%
WCM
616
Windham Capital Management
Massachusetts
$2.41M +$337K +1,817 +16%
HT
617
Heritage Trust
Oklahoma
$2.4M -$969K -5,230 -29%
BMM
618
Berkshire Money Management
Massachusetts
$2.39M -$138K -745 -5%
LNWTC
619
Laird Norton Wetherby Trust Company
Washington
$2.38M +$1.17M +6,295 +94%
DWM
620
Dakota Wealth Management
Florida
$2.38M +$741 +4 +0%
AWM
621
Apollon Wealth Management
South Carolina
$2.37M +$120K +650 +5%
LF
622
Lee Financial
Texas
$2.36M +$110K +592 +5%
OCM
623
Objective Capital Management
Ohio
$2.36M +$112K +604 +5%
MWM
624
Meridian Wealth Management
Kentucky
$2.35M +$556 +3 +0%
PA
625
Procyon Advisors
Connecticut
$2.35M -$280K -1,511 -11%
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