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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
851
Stockman Wealth Management
Montana
$617K +$280K +1,585 +100%
ATIA
852
American Trust Investment Advisors
New Hampshire
$616K +$28.9K +164 +5%
ST
853
Sageworth Trust
Pennsylvania
$608K – – –
SFP
854
Strategic Financial Partners
Oregon
$602K +$48.9K +277 +10%
MPWT
855
MassMutual Private Wealth & Trust
Connecticut
$599K -$3.88K -22 -0.7%
SWM
856
Segment Wealth Management
Texas
$599K +$2.47K +14 +0.5%
LA
857
LexAurum Advisors
Kansas
$595K -$6.88K -39 -1%
RWA
858
River Wealth Advisors
Pennsylvania
$594K +$5.12K +29 +1%
HC
859
HNP Capital
New York
$591K -$425K -2,407 -44%
IFG
860
Independent Financial Group
California
$589K -$71.1K -403 -12%
FHC
861
First Horizon Corporation
Tennessee
$585K +$188K +1,065 +55%
SWA
862
Sax Wealth Advisors
New Jersey
$585K +$530K +3,004 New
MIA
863
MainStreet Investment Advisors
Illinois
$583K -$18.5K -105 -3%
MIG
864
McGuire Investment Group
Rhode Island
$574K -$10.8K -61 -2%
RG
865
Rathbones Group
United Kingdom
$574K – – –
WCWM
866
Willow Creek Wealth Management
California
$574K +$23.1K +131 +5%
LCM
867
Logan Capital Management
Pennsylvania
$569K – – –
UWM
868
USAdvisors Wealth Management
Minnesota
$568K +$505K +2,862 New
GLA
869
Good Life Advisors
Pennsylvania
$567K -$176 -1 -0%
CPO
870
Cerity Partners OCIO
New York
$567K +$129K +733 +34%
CIA
871
Compass Ion Advisors
Pennsylvania
$564K -$18.9K -107 -4%
FNB
872
Farmers National Bank
Kentucky
$562K +$509K +2,885 New
MCG
873
McCollum Christoferson Group
New York
$559K -$160K -906 -24%
MFG
874
Merit Financial Group
Georgia
$557K +$3K +17 +0.6%
MP
875
McDonald Partners
Ohio
$557K +$504K +2,859 New
33 34
35
36 37