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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
A
601
Alongside
Texas
$4.98M +$4.95M +19,312 New
BHPW
602
Box Hill Private Wealth
Arizona
$4.98M +$4.95M +19,303 New
BAMG
603
Brand Asset Management Group
Missouri
$4.98M +$39.5K +154 +0.8%
GG
604
Gleason Group
Kentucky
$4.97M +$33K +129 +0.7%
LWM
605
LongView Wealth Management
Georgia
$4.96M +$394K +1,537 +9%
AAA
606
American Alpha Advisors
New York
$4.95M -$256 -1 -0%
FHB
607
First Hawaiian Bank
Hawaii
$4.94M +$359K +1,402 +8%
FCH
608
Freestone Capital Holdings
Washington
$4.94M -$409K -1,597 -8%
FFC
609
First Financial Corp
Indiana
$4.94M +$230K +899 +5%
CG
610
Castellan Group
Kentucky
$4.93M +$4.9M +19,118 New
CWM
611
Cooke Wealth Management
California
$4.92M +$4.62M +18,021 New
SL
612
Salomon & Ludwin
Virginia
$4.91M +$5.12K +20 +0.1%
BAM
613
Belpointe Asset Management
Nevada
$4.9M +$506K +1,974 +12%
FRA
614
Frank Rimerman Advisors
California
$4.89M +$727K +2,838 +18%
PL
615
Plancorp LLC
Missouri
$4.88M – – –
MCM
616
Manchester Capital Management
Vermont
$4.88M -$135K -526 -3%
APC
617
Aspire Private Capital
North Carolina
$4.86M -$200K -779 -4%
JAFL
618
Jay A. Fishman Ltd
Michigan
$4.85M -$192K -751 -4%
TF
619
Thayer Financial
North Carolina
$4.82M +$4.79M +18,698 New
KPWG
620
KFA Private Wealth Group
Virginia
$4.82M +$1.09M +4,273 +30%
CB
621
Chris Bulman
California
$4.82M +$264K +1,030 +6%
PNAA
622
Pictet North America Advisors
Switzerland
$4.74M -$141K -551 -3%
RWM
623
Ritholtz Wealth Management
New York
$4.74M -$134K -525 -3%
GGS
624
Galvin Gaustad & Stein
Arizona
$4.74M -$344K -1,341 -7%
UBV
625
United Bank (Virginia)
Virginia
$4.72M – – –
23 24
25
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