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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
APWM
826
Argonautica Private Wealth Management
Massachusetts
$1.31M +$1.32M +7,139 New
TWA
827
TCI Wealth Advisors
Arizona
$1.3M +$149K +806 +13%
GA
828
GFS Advisors
Texas
$1.3M -$273K -1,475 -17%
WP
829
WMS Partners
Maryland
$1.3M – – –
SWA
830
Sutton Wealth Advisors
Florida
$1.29M -$138K -745 -10%
LPIC
831
LeJeune Puetz Investment Counsel
Michigan
$1.29M +$9.27K +50 +0.7%
TCOV
832
Trust Company of Vermont
Vermont
$1.29M +$357K +1,924 +38%
CCP
833
Clarkston Capital Partners
Michigan
$1.27M -$20.8K -112 -2%
RIM
834
RW Investment Management
Idaho
$1.27M +$1.28M +6,925 New
BWM
835
Baystate Wealth Management
Massachusetts
$1.27M +$83K +448 +7%
RBC
836
Romano Brothers & Co
Illinois
$1.27M -$5.56K -30 -0.4%
MI
837
Moneywise Inc
Virginia
$1.27M +$16.9K +91 +1%
MFWP
838
Mosaic Family Wealth Partners
Missouri
$1.27M +$1.28M +6,896 New
ESB
839
Essex Savings Bank
Connecticut
$1.26M +$30.6K +165 +2%
IAG
840
Investment Advisory Group
Massachusetts
$1.26M +$132K +714 +12%
FCM
841
Family Capital Management
Michigan
$1.25M +$1.27M +6,834 New
SIAS
842
Summit Investment Advisory Services
Minnesota
$1.25M +$1.26M +6,799 New
VC
843
Veery Capital
Delaware
$1.25M +$927 +5 +0.1%
FB
844
Fulton Bank
Pennsylvania
$1.24M +$33.4K +180 +3%
PCM
845
Passive Capital Management
Maryland
$1.24M – – –
PIFP
846
Partners in Financial Planning
Virginia
$1.23M +$2.78K +15 +0.2%
CWP
847
Cyndeo Wealth Partners
Florida
$1.23M +$1.24M +6,704 New
FCBT
848
First Citizens Bank & Trust
North Carolina
$1.23M -$221K -1,190 -15%
AIA
849
Avalon Investment & Advisory
Texas
$1.23M +$1.24M +6,683 New
LNWWM
850
Laird Norton Wetherby Wealth Management
California
$1.23M +$215K +1,160 +21%
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35 36