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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
OBWG
876
Onyx Bridge Wealth Group
New York
$2.31M +$183K +737 +9%
CI
877
Conning Inc
Connecticut
$2.31M – – –
WIM
878
Westside Investment Management
California
$2.31M -$34K -137 -1%
BTI
879
Blue Trust Inc
Georgia
$2.3M +$523K +2,110 +30%
GWANC
880
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.29M +$70.4K +284 +3%
PFGIA
881
Patriot Financial Group Insurance Agency
Massachusetts
$2.29M +$405K +1,635 +22%
FFN
882
Focus Financial Network
Minnesota
$2.29M +$87.3K +352 +4%
MSFS
883
Main Street Financial Solutions
Pennsylvania
$2.27M -$265K -1,070 -11%
IWC
884
Infinity Wealth Counsel
Ohio
$2.27M +$4.22K +17 +0.2%
RWP
885
Revolve Wealth Partners
New Jersey
$2.27M +$81.3K +328 +4%
DWT
886
Dorsey & Whitney Trust
South Dakota
$2.26M – – –
MSWMA
887
Market Street Wealth Management Advisors
Indiana
$2.24M -$56.5K -228 -3%
GIA
888
Gladstone Institutional Advisory
Florida
$2.23M +$57.5K +232 +3%
WPC
889
Waters Parkerson & Co
Louisiana
$2.23M +$76.1K +307 +4%
DF
890
DecisionPoint Financial
Arizona
$2.22M -$3.97K -16 -0.2%
PVI
891
Pine Valley Investments
New Jersey
$2.21M +$137K +554 +7%
UFPG
892
United Financial Planning Group
New York
$2.2M +$2.15M +8,663 New
HWM
893
Hohimer Wealth Management
Washington
$2.2M +$29.8K +120 +1%
SB
894
Simmons Bank
Arkansas
$2.2M -$77.9K -314 -4%
BPWM
895
BCS Private Wealth Management
New Jersey
$2.19M +$383K +1,546 +22%
VCM
896
Vivaldi Capital Management
Illinois
$2.19M -$339K -1,368 -14%
KHCM
897
Kirtland Hills Capital Management
Ohio
$2.17M +$218K +878 +11%
CPWM
898
Cypress Point Wealth Management
Texas
$2.16M – – –
PWAC
899
Private Wealth Advisors (California)
California
$2.14M -$83.6K -337 -4%
TCOV
900
Trust Company of Vermont
Vermont
$2.13M -$8.93K -36 -0.4%
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