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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
W
751
WealthStone
Ohio
$501K -$130K -849 -21%
WIA
752
World Investment Advisors
California
$500K +$3.38K +22 +0.7%
RHBC
753
R.H. Bluestein & Co
Michigan
$498K +$52.2K +340 +12%
MPCG
754
Matrix Private Capital Group
New York
$483K – – –
ST
755
Sageworth Trust
Pennsylvania
$481K -$34.6K -225 -7%
TPA
756
Trivium Point Advisory
Connecticut
$480K -$2.77K -18 -0.6%
CFO
757
CVA Family Office
Colorado
$480K +$121K +787 +34%
MIA
758
MainStreet Investment Advisors
Illinois
$477K -$18.4K -120 -4%
MPWT
759
MassMutual Private Wealth & Trust
Connecticut
$477K -$18.4K -120 -4%
LA
760
LexAurum Advisors
Kansas
$476K +$27.8K +181 +6%
AWM
761
AllSquare Wealth Management
New York
$473K -$75.9K -494 -14%
TNB
762
Thomasville National Bank
Georgia
$473K -$31K -202 -6%
PIA
763
Pinion Investment Advisors
Kansas
$472K – – –
SWM
764
Segment Wealth Management
Texas
$471K +$461 +3 +0.1%
FWM
765
Frontier Wealth Management
Missouri
$471K +$922 +6 +0.2%
BCA
766
Bay Colony Advisors
Massachusetts
$467K +$53.6K +349 +13%
RWA
767
River Wealth Advisors
Pennsylvania
$465K +$152K +991 +49%
MIG
768
McGuire Investment Group
Rhode Island
$463K -$768 -5 -0.2%
1SB
769
1ST Source Bank
Indiana
$463K – – –
CIA
770
Compass Ion Advisors
Pennsylvania
$462K +$68.5K +446 +17%
ATIA
771
American Trust Investment Advisors
New Hampshire
$461K -$3.07K -20 -0.7%
BFO
772
Biltmore Family Office
North Carolina
$459K -$53.8K -350 -10%
NSIM
773
North Star Investment Management
Illinois
$459K +$40.9K +266 +10%
NWS
774
Newport Wealth Strategies
California
$455K +$164K +1,070 +58%
AWM
775
Aevitas Wealth Management
Massachusetts
$453K -$43.6K -284 -9%
29 30
31
32 33