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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
901
Western Wealth Management
Colorado
$2.87M +$1.43K +5 +0.1%
CFO
902
Callan Family Office
Pennsylvania
$2.87M +$478K +1,668 +21%
CCFM
903
Clear Creek Financial Management
Washington
$2.85M +$191K +668 +8%
MSS
904
Mitchell Sinkler & Starr
Pennsylvania
$2.85M +$77.7K +271 +3%
IA
905
Integrity Alliance
Iowa
$2.83M +$321K +1,121 +14%
SF
906
SWP Financial
California
$2.82M -$20.3K -71 -0.8%
MCCP
907
Mission Creek Capital Partners
California
$2.82M +$660K +2,304 +33%
FFO
908
Fiduciary Family Office
Florida
$2.82M +$24.6K +86 +0.9%
HWP
909
Highline Wealth Partners
California
$2.81M +$20.1K +70 +0.8%
MWM
910
MY Wealth Management
Maryland
$2.8M -$2.25M -7,838 -46%
PFSC
911
Peoples Financial Services Corp
Pennsylvania
$2.8M +$69.1K +241 +3%
B
912
Bailard
California
$2.8M – – –
MI
913
Moneywise Inc
Virginia
$2.79M -$67.1K -234 -2%
EWS
914
Evergreen Wealth Solutions
Pennsylvania
$2.78M +$1.43M +4,975 +123%
OBWG
915
Onyx Bridge Wealth Group
New York
$2.78M +$57.3K +200 +2%
SWM
916
Silverlake Wealth Management
Vermont
$2.76M -$27.5K -96 -1%
IWC
917
Infinity Wealth Counsel
Ohio
$2.76M +$26.1K +91 +1%
MPWT
918
MassMutual Private Wealth & Trust
Connecticut
$2.76M -$33K -115 -1%
CI
919
Conning Inc
Connecticut
$2.75M – – –
TCMP
920
Thrive Capital Management (Pennsylvania)
Pennsylvania
$2.74M +$709K +2,474 +38%
MFT
921
Moisand Fitzgerald Tamayo
Florida
$2.74M +$24.4K +85 +0.9%
GIM
922
Goelzer Investment Management
Indiana
$2.73M -$127K -444 -5%
4WM
923
49 Wealth Management
Texas
$2.71M +$2.08M +7,255 +434%
A
924
Alongside
Texas
$2.71M +$2.56M +8,928 New
GFP
925
Gainline Financial Partners
Colorado
$2.71M +$2.56M +8,926 New
35 36
37
38 39