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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
VC
801
Veery Capital
Delaware
$1.16M -$107K -568 -8%
ES
802
Eagle Strategies
New York
$1.16M +$406K +2,152 +46%
NEGWA
803
New England Guild Wealth Advisors
Connecticut
$1.16M -$86.7K -459 -6%
PTC
804
Private Trust Company
Ohio
$1.16M +$187K +989 +17%
PAM
805
Peak Asset Management
Colorado
$1.16M +$170K +903 +15%
PCM
806
Passive Capital Management
Maryland
$1.15M – – –
ESB
807
Essex Savings Bank
Connecticut
$1.15M -$18.9K -100 -1%
LNWTC
808
Laird Norton Wetherby Trust Company
Washington
$1.14M +$591K +3,130 +88%
TFF
809
The Family Firm
Maryland
$1.14M -$155K -821 -11%
SS
810
Simplicity Solutions
Minnesota
$1.14M -$62.3K -330 -5%
AW
811
ACG Wealth
Georgia
$1.14M -$56.6K -300 -4%
MSS
812
Mitchell Sinkler & Starr
Pennsylvania
$1.14M +$203K +1,075 +19%
FB
813
Fulton Bank
Pennsylvania
$1.13M -$34.2K -181 -3%
JAG
814
Journey Advisory Group
Kentucky
$1.12M -$70.4K -373 -5%
CWA
815
Cornerstone Wealth Advisors
Minnesota
$1.12M -$63.4K -336 -5%
DP
816
Denver PWM
Colorado
$1.12M +$111K +587 +10%
BWP
817
BSW Wealth Partners
Colorado
$1.12M -$7.74K -41 -0.6%
API
818
Advisor Partners II
California
$1.12M +$1.23M +6,537 New
LPP
819
Life Planning Partners
Florida
$1.11M +$44.2K +234 +4%
EAM
820
Evanson Asset Management
California
$1.11M -$159K -842 -11%
BWM
821
Baystate Wealth Management
Massachusetts
$1.11M -$12.7K -67 -1%
CIC
822
Carnegie Investment Counsel
Ohio
$1.11M +$16.8K +89 +1%
RIM
823
Rockbridge Investment Management
New York
$1.1M +$67.4K +357 +6%
JA
824
JVL Associates
Michigan
$1.1M +$1.22M +6,449 New
SC
825
SouthState Corp
Florida
$1.09M -$10K -53 -0.8%
31 32
33
34 35