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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
701
Azimuth Capital Management
Michigan
$1.44M +$222 +1 +0%
OWA
702
Outlook Wealth Advisors
Texas
$1.44M -$6.67K -30 -0.5%
WIA
703
World Investment Advisors
California
$1.44M +$304K +1,367 +26%
SFWC
704
Strategic Family Wealth Counselors
New Jersey
$1.43M +$26.2K +118 +2%
AP
705
Advisor Partners
California
$1.43M – – –
CMO
706
Covenant Multifamily Offices
Texas
$1.43M +$219K +986 +18%
SQA
707
Simon Quick Advisors
New Jersey
$1.42M +$94.9K +427 +7%
JCM
708
Jag Capital Management
Missouri
$1.42M – – –
SSB
709
Sandy Spring Bank
Maryland
$1.42M +$187K +842 +15%
SSWG
710
Seven Springs Wealth Group
Tennessee
$1.41M – – –
MIS
711
Morningstar Investment Services
Illinois
$1.41M -$187K -840 -12%
LPIC
712
LeJeune Puetz Investment Counsel
Michigan
$1.41M +$27.8K +125 +2%
FA
713
Flagstar Advisors
New York
$1.41M +$1.43M +6,427 New
IBOK
714
Independence Bank of Kentucky
Kentucky
$1.4M +$88.9K +400 +7%
CWM
715
Cabot Wealth Management
Massachusetts
$1.38M -$33.3K -150 -2%
AMM
716
American Money Management
California
$1.37M +$1.39M +6,250 New
TWA
717
TCI Wealth Advisors
Arizona
$1.36M +$71.4K +321 +5%
DP
718
Denver PWM
Colorado
$1.35M +$51.8K +233 +4%
IC
719
IEQ Capital
California
$1.35M +$36K +162 +3%
EPP
720
ETF Portfolio Partners
Kansas
$1.35M +$26.2K +118 +2%
KTA
721
Keeley-Teton Advisors
Illinois
$1.35M +$1.37M +6,173 New
SC
722
SouthState Corp
Florida
$1.34M -$72K -324 -5%
PG
723
Proffitt & Goodson
Tennessee
$1.32M +$667 +3 +0%
STB
724
S&T Bank
Pennsylvania
$1.31M -$48.7K -219 -4%
CMBA
725
C.M. Bidwell & Associates
Hawaii
$1.31M -$311K -1,397 -19%
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