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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
NSIM
851
North Star Investment Management
Illinois
$855K +$103K +465 +14%
FLA
852
Financial Life Advisors
Texas
$850K -$45.4K -205 -5%
SEIA
853
Signature Estate & Investment Advisors
California
$847K -$16.2K -73 -2%
IRAG
854
Investment Research & Advisory Group
Georgia
$843K -$20.8K -94 -2%
NCM
855
Northwest Capital Management
Oregon
$840K +$839K +3,787 New
PFM
856
Parsec Financial Management
North Carolina
$839K +$825K +3,725 New
PWW
857
Pettyjohn Wood & White
Virginia
$837K -$10.6K -48 -1%
SWM
858
SigFig Wealth Management
California
$837K +$146K +658 +22%
TPA
859
Trivium Point Advisory
Connecticut
$832K +$135K +611 +20%
UBV
860
United Bank (Virginia)
Virginia
$830K – – –
ZCM
861
Ziegler Capital Management
Illinois
$825K -$50.3K -227 -6%
CAAS
862
Capital Asset Advisory Services
Michigan
$825K +$66K +298 +9%
RWA
863
River Wealth Advisors
Pennsylvania
$820K +$9.31K +42 +1%
CI
864
Chartist Inc
California
$815K +$9.53K +43 +1%
SAI
865
Systematic Alpha Investments
New Jersey
$813K – – –
WAM
866
WNY Asset Management
New York
$812K +$117K +529 +17%
FHC
867
First Horizon Corporation
Tennessee
$811K +$88K +397 +12%
BBNB
868
Baker Boyer National Bank
Washington
$811K +$1.02M +4,606 New
BCA
869
Bay Colony Advisors
Massachusetts
$807K -$7.31K -33 -0.9%
IC
870
Intersect Capital
California
$805K +$4.88K +22 +0.6%
MG
871
Mather Group
Illinois
$801K +$287K +1,296 +57%
BW
872
Bison Wealth
Georgia
$795K +$241K +1,087 +22%
PWM
873
Perigon Wealth Management
California
$793K -$443 -2 -0.1%
SAM
874
Secure Asset Management
Michigan
$793K +$57.6K +260 +8%
FB
875
Fulton Bank
Pennsylvania
$789K +$189K +854 +32%
33 34
35
36 37