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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
BFIM
876
Beese Fulmer Investment Management
Ohio
$1.22M -$5.67K -30 -0.5%
HCC
877
Hirtle Callaghan & Co
Pennsylvania
$1.21M +$17.4K +92 +2%
FI
878
FIDELIS iM
Oregon
$1.21M – – –
AWA
879
Alta Wealth Advisors
Massachusetts
$1.2M +$2.27K +12 +0.2%
STB
880
S&T Bank
Pennsylvania
$1.19M – – –
WPC
881
Waters Parkerson & Co
Louisiana
$1.19M -$21.4K -113 -2%
ES
882
Eagle Strategies
New York
$1.19M -$50.6K -268 -4%
GT
883
Greenleaf Trust
Michigan
$1.17M -$10K -53 -0.9%
SWA
884
Sutton Wealth Advisors
Florida
$1.17M -$138K -730 -11%
LG
885
LAM Group
Oregon
$1.17M -$32.1K -170 -3%
PCP
886
Proficio Capital Partners
Massachusetts
$1.17M +$864K +4,574 +349%
MWP
887
Meridian Wealth Partners
Pennsylvania
$1.16M +$12.8K +68 +1%
NRC
888
New Republic Capital
North Carolina
$1.16M – – –
KFP
889
KMG Fiduciary Partners
Ohio
$1.16M +$97.5K +516 +10%
RW
890
Rede Wealth
Virginia
$1.16M +$11.7K +62 +1%
BAM
891
BOS Asset Management
Illinois
$1.15M +$756 +4 +0.1%
KP
892
Keel Point
Alabama
$1.15M -$39.5K -209 -3%
CWA
893
Cornerstone Wealth Advisors
Minnesota
$1.15M -$25.1K -133 -2%
FBFS
894
First Business Financial Services
Wisconsin
$1.15M +$6.99K +37 +0.6%
GC
895
Gibson Capital
Pennsylvania
$1.15M – – –
RWG
896
Regal Wealth Group
California
$1.15M -$189 -1 -0%
VFP
897
Verus Financial Partners
Virginia
$1.15M -$93.9K -497 -8%
BIA
898
Bell Investment Advisors
California
$1.14M -$30.2K -160 -3%
CWM
899
Circle Wealth Management
New Jersey
$1.14M – – –
IAA
900
Independent Advisor Alliance
North Carolina
$1.13M +$207K +1,098 +24%
34 35
36
37 38