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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
BFC
901
Bedel Financial Consulting
Indiana
$669K +$503K +2,389 +325%
CBT
902
Capital Bank & Trust
California
$668K +$295K +1,402 +82%
ATIA
903
American Trust Investment Advisors
New Hampshire
$663K -$13.7K -65 -2%
TPA
904
Trivium Point Advisory
Connecticut
$660K -$150K -713 -19%
SWM
905
Segment Wealth Management
Texas
$660K +$843 +4 +0.1%
WAM
906
WNY Asset Management
New York
$660K +$205K +972 +46%
SWA
907
Sax Wealth Advisors
New Jersey
$659K +$15.8K +75 +2%
SWM
908
SigFig Wealth Management
California
$654K +$86.8K +412 +16%
ACP
909
Ashfield Capital Partners
California
$650K +$42.1K +200 +7%
NAM
910
NorthCoast Asset Management
Connecticut
$648K +$637K +3,026 New
LA
911
LexAurum Advisors
Kansas
$639K -$14.7K -70 -2%
GLA
912
Good Life Advisors
Pennsylvania
$635K +$9.9K +47 +2%
BA
913
Bridgewater Advisors
New York
$632K +$628K +2,983 New
MIG
914
McGuire Investment Group
Rhode Island
$627K -$4K -19 -0.6%
BWM
915
Birchcreek Wealth Management
Ohio
$626K -$805K -3,822 -57%
FNB
916
Farmers National Bank
Kentucky
$624K +$5.9K +28 +1%
CAL
917
Capital Advisors Ltd
Ohio
$621K +$65.3K +310 +12%
TCWA
918
Ten Capital Wealth Advisors
Washington
$615K +$358K +1,699 +145%
LNWWM
919
Laird Norton Wetherby Wealth Management
California
$614K -$179K -852 -23%
MPWT
920
MassMutual Private Wealth & Trust
Connecticut
$614K -$43.8K -208 -7%
MIA
921
MainStreet Investment Advisors
Illinois
$614K -$26.3K -125 -4%
NG
922
Northstar Group
New York
$613K +$1.26K +6 +0.2%
SIA
923
Soltis Investment Advisors
Utah
$613K +$24.2K +115 +4%
JSL
924
JT Stratford LLC
Georgia
$613K +$42.3K +201 +8%
BP
925
BBR Partners
New York
$612K – – –
35 36
37
38 39