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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
BPWM
926
BCS Private Wealth Management
New Jersey
$2.23M – – –
CPWM
927
Cypress Point Wealth Management
Texas
$2.23M – – –
CAAM
928
Cornerstone Advisors Asset Management
Pennsylvania
$2.21M -$203K -749 -8%
KP
929
Kitching Partners
Pennsylvania
$2.21M +$542K +2,003 +31%
BRM
930
Boston Research & Management
Massachusetts
$2.19M -$12.2K -45 -0.5%
ACA
931
Affinity Capital Advisors
California
$2.18M +$113K +419 +5%
SW
932
SVB Wealth
Massachusetts
$2.17M -$476K -1,760 -18%
BWM
933
BCS Wealth Management
Tennessee
$2.16M -$2.16M -7,979 -49%
IA
934
Integrity Alliance
Iowa
$2.15M +$366K +1,354 +20%
SWM
935
SeaCrest Wealth Management
New York
$2.15M +$165K +608 +8%
PVI
936
Pine Valley Investments
New Jersey
$2.15M -$60.3K -223 -3%
NWMP
937
Noble Wealth Management PBC
Colorado
$2.14M +$7.31K +27 +0.3%
VCM
938
Vivaldi Capital Management
Illinois
$2.14M -$18.7K -69 -0.8%
SWP
939
Sagespring Wealth Partners
Tennessee
$2.14M +$274K +1,014 +14%
SAM
940
Smithbridge Asset Management
Pennsylvania
$2.13M +$2.2M +8,143 New
MBFW
941
Morton Brown Family Wealth
Pennsylvania
$2.12M -$17K -63 -0.8%
AG
942
Advocate Group
Minnesota
$2.12M +$163K +601 +8%
SDWMA
943
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.12M -$16.8K -62 -0.8%
MCM
944
MidAtlantic Capital Management
Virginia
$2.11M +$17K +63 +0.8%
HIP
945
HUB Investment Partners
Texas
$2.11M +$1.08M +4,003 +99%
BHWM
946
Beaird Harris Wealth Management
Texas
$2.1M -$48.7K -180 -2%
EFP
947
Elser Financial Planning
Indiana
$2.1M -$177K -655 -8%
FA
948
FDx Advisors
Illinois
$2.1M +$17.9K +66 +0.8%
FPH
949
Financial Planning Hawaii
Hawaii
$2.09M +$95K +351 +5%
YIH
950
Y-Intercept (HK)
Hong Kong
$2.08M +$2.15M +7,934 New
36 37
38
39 40