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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
876
Cyndeo Wealth Partners
Florida
$1.27M +$3.19K +16 +0.2%
SIAS
877
Summit Investment Advisory Services
Minnesota
$1.27M +$598 +3 +0%
GA
878
GFS Advisors
Texas
$1.27M – – –
HWM
879
Hohimer Wealth Management
Washington
$1.26M +$780K +3,913 +141%
LPT
880
Legacy Private Trust
Wisconsin
$1.25M +$258K +1,297 +24%
WP
881
WMS Partners
Maryland
$1.25M – – –
CIC
882
Carnegie Investment Counsel
Ohio
$1.24M -$74.7K -375 -5%
AL
883
ACAS LLC
California
$1.24M +$30.3K +152 +2%
EBA
884
Eagle Bay Advisors
New York
$1.23M +$12.8K +64 +1%
FBFS
885
First Business Financial Services
Wisconsin
$1.22M +$131K +659 +11%
CCP
886
Carmel Capital Partners
California
$1.22M +$1.28M +6,427 New
SC
887
SouthState Corp
Florida
$1.21M -$199 -1 -0%
SSWG
888
Seven Springs Wealth Group
Tennessee
$1.2M +$2.59K +13 +0.2%
MI
889
Moneywise Inc
Virginia
$1.2M -$209K -1,049 -14%
CA
890
CGN Advisors
Kansas
$1.2M +$514K +2,580 +69%
WFA
891
Wellspring Financial Advisors
Ohio
$1.2M -$76.9K -386 -6%
RW
892
Rede Wealth
Virginia
$1.19M +$98.4K +494 +8%
VFA
893
Valeo Financial Advisors
Indiana
$1.19M +$199K +999 +19%
LNWWM
894
Laird Norton Wetherby Wealth Management
California
$1.18M -$12.2K -61 -1%
RIM
895
Rockbridge Investment Management
New York
$1.17M -$11.2K -56 -0.9%
BFIM
896
Beese Fulmer Investment Management
Ohio
$1.16M – – –
MAS
897
Madden Advisory Services
Florida
$1.16M +$88.9K +446 +8%
PFGIA
898
Patriot Financial Group Insurance Agency
Massachusetts
$1.15M -$129K -645 -10%
MWP
899
Meridian Wealth Partners
Pennsylvania
$1.15M +$45.6K +229 +4%
BMCM
900
Bryn Mawr Capital Management
Pennsylvania
$1.15M -$51.4K -258 -4%
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