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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
TF
751
Tompkins Financial
New York
$486K -$251K -1,867 -36%
BFO
752
Biltmore Family Office
North Carolina
$486K – – –
PWM
753
Perigon Wealth Management
California
$481K -$43.8K -326 -9%
OWA
754
Outlook Wealth Advisors
Texas
$480K -$86.2K -642 -16%
ACS
755
Archford Capital Strategies
Illinois
$480K +$443K +3,296 New
GG
756
Gofen & Glossberg
Illinois
$478K – – –
TNB
757
Thomasville National Bank
Georgia
$478K +$83.1K +619 +23%
AC
758
Abbrea Capital
California
$477K +$32.9K +245 +8%
PIA
759
Pinion Investment Advisors
Kansas
$472K +$169K +1,260 +64%
AWM
760
Aevitas Wealth Management
Massachusetts
$471K -$42.2K -314 -9%
MIA
761
MainStreet Investment Advisors
Illinois
$469K +$30.9K +230 +8%
MPWT
762
MassMutual Private Wealth & Trust
Connecticut
$469K +$30.9K +230 +8%
PJB
763
Paul John Balson
California
$464K +$428K +3,186 New
TPA
764
Trivium Point Advisory
Connecticut
$462K -$66.1K -492 -14%
PA
765
PFG Advisors
Arizona
$460K +$131K +978 +45%
MPCG
766
Matrix Private Capital Group
New York
$458K +$8.73K +65 +2%
IFG
767
Independent Financial Group
California
$456K +$47.5K +354 +13%
CAAS
768
Capital Asset Advisory Services
Michigan
$450K +$365K +2,720 +2,109%
PL
769
Plancorp LLC
Missouri
$449K -$41.6K -310 -9%
MCWS
770
McKinley Carter Wealth Services
West Virginia
$446K -$74.4K -554 -15%
SWM
771
Segment Wealth Management
Texas
$446K – – –
FWM
772
Frontier Wealth Management
Missouri
$445K -$186K -1,387 -31%
FA
773
Forefront Analytics
Pennsylvania
$443K +$940 +7 +0.2%
ATIA
774
American Trust Investment Advisors
New Hampshire
$440K -$1.34K -10 -0.3%
MIG
775
McGuire Investment Group
Rhode Island
$439K -$20.1K -150 -5%
29 30
31
32 33