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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
MFIM
651
Mesirow Financial Investment Management
Illinois
$4.03M +$12.8K +52 +0.3%
SS
652
SBI Securities
Japan
$4.03M +$4.12M +16,754 New
ML
653
Mayport LLC
Massachusetts
$4.02M -$22.9K -93 -0.6%
TF
654
Tompkins Financial
New York
$4.01M +$309K +1,255 +8%
JCM
655
Jacobsen Capital Management
Utah
$4.01M +$130K +528 +3%
BWA
656
Beam Wealth Advisors
Louisiana
$3.96M -$5.17K -21 -0.1%
HFW
657
Horizon Family Wealth
Illinois
$3.96M +$1.8M +7,323 +80%
PFG
658
PAX Financial Group
Texas
$3.95M -$231K -938 -5%
RA
659
RFG Advisory
Alabama
$3.94M +$359K +1,461 +10%
GL
660
Graypoint LLC
New York
$3.93M +$244K +990 +6%
WB
661
WesBanco Bank
West Virginia
$3.93M +$962K +3,911 +31%
BFS
662
BridgePort Financial Solutions
Iowa
$3.91M +$4.09M +16,635 New
FAP
663
Financial Advisory Partners
Florida
$3.89M +$93.5K +380 +2%
FUBT
664
First United Bank & Trust
Maryland
$3.87M +$158K +643 +4%
CP
665
Cornerstone Planning
North Carolina
$3.85M +$3.94M +16,027 New
RC
666
Rareview Capital
Nevada
$3.85M -$300K -1,219 -7%
FHA
667
First Horizon Advisors
Tennessee
$3.84M -$117K -476 -3%
SFPM
668
Sensible Financial Planning & Management
Massachusetts
$3.84M +$197K +802 +5%
AWMM
669
Aegis Wealth Management (Maryland)
Maryland
$3.82M +$3.91M +15,897 New
AWM
670
AE Wealth Management
Kansas
$3.81M -$2.78M -11,317 -42%
SB
671
Strategic Blueprint
Georgia
$3.81M +$473K +1,921 +14%
RFA
672
RTD Financial Advisors
Pennsylvania
$3.8M +$48.7K +198 +1%
CW
673
Cabot-Wellington
Massachusetts
$3.8M – – –
KWM
674
Kingsview Wealth Management
Oregon
$3.75M +$424K +1,722 +12%
WB
675
West Bancorporation
Iowa
$3.75M +$590K +2,397 +18%
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