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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
RBC
751
Roble Belko & Company
Pennsylvania
$3.4M -$131K -511 -4%
GJIA
752
Glass Jacobson Investment Advisors
Maryland
$3.38M -$433K -1,692 -11%
SSW
753
Stone Summit Wealth
Florida
$3.38M +$227K +886 +7%
AIP
754
Ameritas Investment Partners
Nebraska
$3.38M +$84.5K +330 +3%
OGF
755
Orin Green Financial
California
$3.37M -$163K -637 -5%
GCA
756
Gradient Capital Advisors
California
$3.36M -$69.2K -270 -2%
WFA
757
West Financial Advisors
Iowa
$3.36M -$199K -777 -6%
ONSWM
758
Old North State Wealth Management
North Carolina
$3.36M +$20.8K +81 +0.6%
OFS
759
OneAscent Financial Services
Alabama
$3.35M -$10.6M -41,555 -76%
BWA
760
Beam Wealth Advisors
Louisiana
$3.34M -$129K -504 -4%
HIM
761
Hanlon Investment Management
New Jersey
$3.34M -$237K -925 -7%
BFA
762
Bragg Financial Advisors
North Carolina
$3.33M -$6.15K -24 -0.2%
AP
763
Americana Partners
Texas
$3.32M – – –
BWM
764
Briggs Wealth Management
Connecticut
$3.3M +$3.27M +12,777 New
OCM
765
Objective Capital Management
Ohio
$3.29M +$52K +203 +2%
HFW
766
Horizon Family Wealth
Illinois
$3.27M -$1.95M -7,616 -38%
EWM
767
Evermay Wealth Management
Virginia
$3.26M -$18.2K -71 -0.6%
AA
768
Alesco Advisors
New York
$3.24M +$24.3K +95 +0.8%
AWS
769
Alliance Wealth Strategies
Virginia
$3.23M +$3.21M +12,540 New
OA
770
Operose Advisors
Wisconsin
$3.23M +$2.07M +8,093 +183%
CFS
771
Coordinated Financial Services
Colorado
$3.23M +$70.5K +275 +2%
CPW
772
Cove Private Wealth
New York
$3.23M +$65.3K +255 +2%
CFD
773
Creative Financial Designs
Indiana
$3.23M +$363K +1,415 +13%
EDRH
774
Edmond de Rothschild Holding
Switzerland
$3.22M – – –
FCM
775
Family Capital Management
Michigan
$3.22M +$133K +521 +4%
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