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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
CSWM
651
Cassady Schiller Wealth Management
Ohio
$2.21M +$44.6K +212 +2%
CFO
652
Collective Family Office
Pennsylvania
$2.2M -$285K -1,353 -12%
GLA
653
Great Lakes Advisors
Illinois
$2.2M +$65.9K +313 +3%
FAIM
654
Financial Advocates Investment Management
Washington
$2.2M +$216K +1,026 +11%
ZB
655
Zions Bancorporation
Utah
$2.2M +$1.4M +6,631 +178%
RCM
656
Radnor Capital Management
Pennsylvania
$2.19M -$1.47K -7 -0.1%
JFA
657
JNBA Financial Advisors
Minnesota
$2.18M -$598K -2,840 -22%
RI
658
Ridgewood Investments
New Jersey
$2.17M +$73.3K +348 +4%
SIS
659
SVB Investment Services
Utah
$2.17M +$753K +3,579 +54%
CWM
660
Cahill Wealth Management
Michigan
$2.15M +$2.13M +10,130 New
LWM
661
Liberty Wealth Management
California
$2.14M +$2.14M +10,165 New
HPWM
662
Highland Private Wealth Management
Washington
$2.13M -$48.4K -230 -2%
MFIMFI
663
Mesirow Financial Investment Management - Fixed Income
Illinois
$2.12M – – –
RWA
664
Ropes Wealth Advisors
Massachusetts
$2.12M +$26.5K +126 +1%
SFA
665
Semmax Financial Advisors
North Carolina
$2.11M -$201K -955 -9%
HMS
666
Hanseatic Management Services
New Mexico
$2.11M -$2.02M -9,619 -49%
BHWM
667
Beaird Harris Wealth Management
Texas
$2.11M -$217K -1,032 -9%
MCA
668
Maryland Capital Advisors
Maryland
$2.09M -$68.6K -326 -3%
HCMT
669
Highland Capital Management (Tennessee)
Tennessee
$2.09M +$276K +1,310 +15%
BJL
670
Brighton Jones LLC
Washington
$2.09M -$20.4K -97 -1%
FA
671
FDx Advisors
Illinois
$2.07M -$69.7K -331 -3%
SSB
672
Sandy Spring Bank
Maryland
$2.06M +$332K +1,576 +19%
PWA
673
Peterson Wealth Advisors
Utah
$2.05M -$26.9K -128 -1%
CFA
674
Cahill Financial Advisors
Minnesota
$2.02M +$71.4K +339 +4%
KTM
675
Keeler Thomas Management
Utah
$2.01M -$307K -1,459 -13%
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