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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
HGWM
851
Horst & Graben Wealth Management
Oregon
$331K +$65.6K +427 +25%
RTS
852
Round Table Services
New Jersey
$329K +$92.9K +605 +39%
NPF
853
Norris Perne & French
Michigan
$328K – – –
HGWM
854
Harvest Group Wealth Management
Massachusetts
$324K +$461 +3 +0.1%
FHA
855
First Horizon Advisors
Tennessee
$324K +$1.84K +12 +0.6%
BFM
856
Boston Financial Management
Massachusetts
$321K -$104K -675 -24%
CCM
857
Coe Capital Management
Illinois
$320K – – –
EWM
858
Evermay Wealth Management
Virginia
$318K -$768 -5 -0.2%
CB
859
Community Bank
New York
$317K – – –
DLCIG
860
D.L. Carlson Investment Group
New Hampshire
$317K – – –
HR
861
Hayden Royal
North Carolina
$314K +$1.23K +8 +0.4%
BUB
862
BBVA USA Bancshares
Texas
$313K – – –
CA
863
Claro Advisors
Massachusetts
$311K -$25K -163 -7%
MG
864
Mather Group
Illinois
$311K +$311K +2,023 New
LOPW
865
Live Oak Private Wealth
North Carolina
$310K – – –
GA
866
Geller Advisors
New York
$308K -$6.14K -40 -2%
RFN
867
RDA Financial Network
Iowa
$306K +$307 +2 +0.1%
WWM
868
Windsor Wealth Management
Indiana
$304K +$13.1K +85 +5%
KWM
869
Kingsview Wealth Management
Oregon
$303K -$1.22M -7,926 -80%
GC
870
Gilbert & Cook
Iowa
$302K – – –
MIC
871
Meridian Investment Counsel
California
$301K -$22.1K -144 -7%
IWA
872
Inspirion Wealth Advisors
Illinois
$300K -$2.46K -16 -0.8%
MIC
873
Means Investment Company
Maine
$298K +$307 +2 +0.1%
FHC
874
First Horizon Corporation
Tennessee
$298K +$298K +1,942 New
FMBTD
875
First Midwest Bank Trust Division
Illinois
$297K -$2.15K -14 -0.7%
33 34
35
36 37