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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
DC
651
Davenport & Co
Virginia
$1.97M +$40.2K +208 +2%
SSB
652
Sandy Spring Bank
Maryland
$1.95M +$262K +1,356 +14%
RWA
653
Ropes Wealth Advisors
Massachusetts
$1.93M +$192K +995 +10%
NFG
654
Nadler Financial Group
Illinois
$1.93M -$96.4K -499 -4%
TIM
655
Tortoise Investment Management
New York
$1.93M +$11.2K +58 +0.5%
DFA
656
DHK Financial Advisors
New Hampshire
$1.92M +$3.09K +16 +0.1%
EWA
657
Encompass Wealth Advisors
Oregon
$1.91M -$1.92M -9,943 -48%
CFO
658
Collective Family Office
Pennsylvania
$1.91M +$88.8K +460 +4%
SFA
659
Sequoia Financial Advisors
Ohio
$1.89M -$66.4K -344 -3%
WCM
660
Windham Capital Management
Massachusetts
$1.89M – – –
JPLA
661
Joseph P. Lucia & Associates
New York
$1.88M -$214K -1,108 -9%
WF
662
Warner Financial
Maryland
$1.88M -$17.6K -91 -0.8%
CCFM
663
Clear Creek Financial Management
Washington
$1.88M -$295K -1,529 -13%
LWM
664
Liberty Wealth Management
California
$1.88M +$17K +88 +0.9%
SW
665
SkyOak Wealth
Michigan
$1.88M -$46.5K -241 -2%
FWM
666
Focused Wealth Management
New York
$1.88M +$1.94M +10,046 +1,655%
PWA
667
Peterson Wealth Advisors
Utah
$1.88M +$191K +987 +10%
CA
668
Claro Advisors
Massachusetts
$1.87M +$383K +1,984 +23%
LHEI
669
Leo H. Evart Inc
California
$1.87M -$38K -197 -2%
MA
670
MONECO Advisors
Connecticut
$1.86M +$10.6K +55 +0.5%
HCMT
671
Highland Capital Management (Tennessee)
Tennessee
$1.85M +$133K +688 +7%
BCM
672
BTC Capital Management
Iowa
$1.85M – – –
MOS
673
MGO One Seven
Ohio
$1.85M -$586K -3,036 -22%
SGCA
674
Steel Grove Capital Advisors
Tennessee
$1.84M -$91.7K -475 -4%
ACM
675
AlphaStar Capital Management
North Carolina
$1.84M -$474K -2,457 -19%
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