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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
851
Geneos Wealth Management
Colorado
$1.95M +$1.42M +6,238 +313%
AFO
852
Arrowroot Family Office
California
$1.95M -$49.5K -218 -3%
CC
853
Callan Capital
California
$1.94M +$78.4K +345 +4%
BHWM
854
Beaird Harris Wealth Management
Texas
$1.94M – – –
PIA
855
Perennial Investment Advisors
California
$1.93M -$631K -2,777 -25%
TFO
856
Tarbox Family Office
California
$1.93M -$105K -461 -5%
SWA
857
Sax Wealth Advisors
New Jersey
$1.92M +$240K +1,055 +15%
HHWM
858
Hiley Hunt Wealth Management
Nebraska
$1.91M -$18.6K -82 -1%
RWP
859
Revolve Wealth Partners
New Jersey
$1.9M -$348K -1,530 -16%
PCS
860
Private Client Services
Kentucky
$1.9M +$100K +441 +6%
PAM
861
Peak Asset Management
Colorado
$1.89M -$98.2K -432 -5%
JFA
862
JNBA Financial Advisors
Minnesota
$1.89M -$169K -743 -9%
WCP
863
Wick Capital Partners
Pennsylvania
$1.89M -$121K -532 -6%
APWM
864
Argonautica Private Wealth Management
Massachusetts
$1.89M +$34.8K +153 +2%
MFG
865
MidWestOne Financial Group
Iowa
$1.86M -$87.5K -385 -5%
CFO
866
Collective Family Office
Pennsylvania
$1.86M -$23.9K -105 -1%
PWS
867
Precision Wealth Strategies
Missouri
$1.86M +$621K +2,732 +54%
SC
868
Schoolcraft Capital
Colorado
$1.86M -$106K -468 -6%
MCM
869
MidAtlantic Capital Management
Virginia
$1.86M +$103K +454 +6%
CCM
870
Canal Capital Management
Virginia
$1.86M – – –
MS
871
Madden Securities
Texas
$1.85M +$29.1K +128 +2%
FNBOO
872
First National Bank of Omaha
Nebraska
$1.85M – – –
SIA
873
Soltis Investment Advisors
Utah
$1.85M +$1.59K +7 +0.1%
DSC
874
Duncker Streett & Co
Missouri
$1.85M +$40.4K +178 +2%
MCA
875
Maryland Capital Advisors
Maryland
$1.84M -$28.6K -126 -2%
33 34
35
36 37