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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
MS
851
Marshall & Sullivan
Washington
$2.23M +$1M +4,500 +92%
MPWT
852
MassMutual Private Wealth & Trust
Connecticut
$2.23M -$16.7K -75 -0.8%
CA
853
CGN Advisors
Kansas
$2.23M +$130K +582 +7%
SWA
854
Strategies Wealth Advisors
Michigan
$2.22M -$170K -761 -8%
PWS
855
Precision Wealth Strategies
Missouri
$2.2M -$361K -1,619 -15%
SIA
856
Soltis Investment Advisors
Utah
$2.2M +$152K +681 +8%
FFO
857
Fortitude Family Office
Arizona
$2.2M +$643K +2,882 +45%
WIM
858
Westside Investment Management
California
$2.19M -$142K -637 -6%
ATC
859
Argent Trust Co
Tennessee
$2.18M +$159K +713 +8%
MSS
860
Mitchell Sinkler & Starr
Pennsylvania
$2.16M +$120K +537 +6%
FF
861
Farnam Financial
Arizona
$2.16M +$1.28M +5,744 +171%
SYBT
862
Stock Yards Bank & Trust
Kentucky
$2.15M +$89.7K +402 +5%
CI
863
Conning Inc
Connecticut
$2.15M – – –
WA
864
WPG Advisers
Maryland
$2.15M +$65.6K +294 +3%
CPA
865
Compass Planning Associates
Massachusetts
$2.15M +$50.6K +227 +3%
SFA
866
Semmax Financial Advisors
North Carolina
$2.14M +$11.8K +53 +0.6%
MSWMA
867
Market Street Wealth Management Advisors
Indiana
$2.14M +$4.68K +21 +0.2%
RFP
868
Root Financial Partners
California
$2.14M +$297K +1,330 +17%
SB
869
Simmons Bank
Arkansas
$2.12M -$367K -1,647 -16%
SWM
870
SFG Wealth Management
Maryland
$2.12M – – –
CAAM
871
Cornerstone Advisors Asset Management
Pennsylvania
$2.11M +$156K +700 +9%
IWC
872
Infinity Wealth Counsel
Ohio
$2.11M +$20.1K +90 +1%
DWT
873
Dorsey & Whitney Trust
South Dakota
$2.11M -$287K -1,285 -13%
AGWCA
874
Annis Gardner Whiting Capital Advisors
Florida
$2.1M +$22.1K +99 +1%
DF
875
DecisionPoint Financial
Arizona
$2.09M +$1.46M +6,539 +297%
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35
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