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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
FCP
851
Fidelis Capital Partners
Florida
$2.2M +$61.9K +259 +3%
CSB
852
City State Bank
Iowa
$2.2M +$303K +1,270 +15%
MA
853
Modus Advisors
Minnesota
$2.18M -$93.1K -390 -4%
WIM
854
Westside Investment Management
California
$2.18M +$48.2K +202 +2%
APWM
855
Argonautica Private Wealth Management
Massachusetts
$2.16M +$494K +2,069 +27%
GSWM
856
Greenup Street Wealth Management
Michigan
$2.15M +$438K +1,835 +23%
LEA
857
Legacy Edge Advisors
New York
$2.15M -$716 -3 -0%
LA
858
Legacy Advisors
Pennsylvania
$2.14M -$78.6K -329 -3%
WP
859
Wealthspan Partners
Iowa
$2.14M -$34.1K -143 -1%
EGWAG
860
Elwood & Goetz Wealth Advisory Group
Georgia
$2.13M -$15K -63 -0.7%
TW
861
Traveka Wealth
California
$2.13M -$110K -462 -5%
VCM
862
Vivaldi Capital Management
Illinois
$2.13M +$12.7K +53 +0.6%
FCBT
863
First Citizens Bank & Trust
North Carolina
$2.12M +$632K +2,647 +38%
RI
864
Ridgewood Investments
New Jersey
$2.12M +$213K +892 +10%
FHB
865
First Hawaiian Bank
Hawaii
$2.12M +$1.53M +6,389 +202%
HCC
866
Hirtle Callaghan & Co
Pennsylvania
$2.11M +$1.22M +5,110 +116%
SSW
867
Stone Summit Wealth
Florida
$2.11M -$102K -426 -4%
MPWT
868
MassMutual Private Wealth & Trust
Connecticut
$2.1M -$158K -660 -7%
BAM
869
Belpointe Asset Management
Nevada
$2.1M +$930K +3,894 +70%
ECA
870
Elevated Capital Advisors
Utah
$2.07M -$147K -615 -6%
PCS
871
Private Client Services
Kentucky
$2.05M +$852K +3,566 +63%
LWM
872
Liberty Wealth Management
California
$2.05M +$4.54K +19 +0.2%
AHC
873
Anderson Hoagland & Co
Missouri
$2.04M -$194K -811 -7%
NRI
874
NFP Retirement Inc
California
$2.03M -$277K -1,159 -11%
EFG
875
Embree Financial Group
Illinois
$2.02M -$231K -967 -10%
33 34
35
36 37