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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
BW
776
Bison Wealth
Georgia
$317K -$40.6K -270 -9%
AWM
777
Apollon Wealth Management
South Carolina
$317K +$413K +2,745 New
FWIA
778
Fort Washington Investment Advisors
Ohio
$316K -$144K -957 -26%
BCA
779
Bay Colony Advisors
Massachusetts
$315K +$3.46K +23 +0.9%
ECM
780
EagleClaw Capital Management
Massachusetts
$314K – – –
MPW
781
MA Private Wealth
California
$313K -$10.2K -68 -2%
AWS
782
AJ Wealth Strategies
New York
$312K -$7.83M -52,071 -95%
SCA
783
Stillwater Capital Advisors
Pennsylvania
$312K -$30.8K -205 -7%
CAM
784
Carret Asset Management
New York
$312K – – –
TP
785
Tranquility Partners
Tennessee
$310K +$18.9K +126 +5%
FPCP
786
Fort Point Capital Partners
California
$308K -$241K -1,604 -38%
VNA
787
Valley National Advisers
Pennsylvania
$308K +$45.1K +300 +13%
FCA
788
FinTrust Capital Advisors
South Carolina
$305K -$14.3K -95 -3%
BFO
789
Boston Family Office
Massachusetts
$305K – – –
BC
790
Brinker Capital
Pennsylvania
$301K -$3.01K -20 -0.8%
FIM
791
Frontier Investment Management
Texas
$301K +$57.4K +382 +17%
BMCM
792
Bryn Mawr Capital Management
Pennsylvania
$300K +$8.27K +55 +2%
TFF
793
The Family Firm
Maryland
$300K +$110K +730 +39%
ECM
794
Exchange Capital Management
Michigan
$299K -$6.01K -40 -2%
PWW
795
Pettyjohn Wood & White
Virginia
$298K +$301 +2 +0.1%
KCM
796
Kendall Capital Management
Maryland
$297K – – –
CCA
797
Conservest Capital Advisors
Pennsylvania
$296K +$169K +1,127 +78%
SIA
798
Soltis Investment Advisors
Utah
$288K -$159K -1,058 -30%
MWA
799
Moser Wealth Advisors
Washington
$287K -$60.1K -400 -14%
KL
800
KWMG LLC
Kansas
$287K -$17K -113 -4%
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