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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
ZF
976
Zhang Financial
Michigan
$1.55M +$12.9K +54 +0.8%
CPSC
977
Carl P. Sherr & Co
Massachusetts
$1.55M +$21.3K +89 +1%
PIFP
978
Partners in Financial Planning
Virginia
$1.55M +$2.63K +11 +0.2%
THL
979
Tillman Hartley LLC
Colorado
$1.55M -$60.7K -254 -4%
HWP
980
Highline Wealth Partners
California
$1.54M -$67.1K -281 -4%
AG
981
AlTi Global
New York
$1.54M -$193K -810 -10%
FSBI
982
Fearless Solutions (Best Invest)
Texas
$1.54M -$12.9K -54 -0.8%
TWA
983
TCI Wealth Advisors
Arizona
$1.54M +$25.6K +107 +2%
FNBT
984
FineMark National Bank & Trust
Florida
$1.52M +$239 +1 +0%
SWM
985
SeaCrest Wealth Management
New York
$1.52M -$27.7K -116 -2%
ASW
986
Astoria Strategic Wealth
Texas
$1.51M +$41.6K +174 +3%
MAM
987
Marquette Asset Management
Minnesota
$1.5M -$85K -356 -5%
WJWM
988
Williams Jones Wealth Management
New York
$1.5M -$86.2K -361 -5%
BBHC
989
Brown Brothers Harriman & Co
New York
$1.5M +$830K +3,476 +106%
CCC
990
Compass Capital Corp
Massachusetts
$1.5M +$183K +768 +12%
FAB
991
First American Bank
Illinois
$1.5M +$176K +738 +12%
CFO
992
Custos Family Office
Texas
$1.49M +$5.97K +25 +0.4%
PI
993
PFG Investments
New York
$1.49M -$39.9K -167 -2%
IP
994
Investment Partners
Ohio
$1.48M -$165K -692 -9%
SIAS
995
Summit Investment Advisory Services
Minnesota
$1.47M -$28.2K -118 -2%
AWA
996
Aaron Wealth Advisors
Illinois
$1.46M -$29.1K -122 -2%
SFG
997
Sunburst Financial Group
Alabama
$1.46M -$4.54K -19 -0.3%
CFGSD
998
Compass Financial Group (South Dakota)
South Dakota
$1.46M -$8.36K -35 -0.5%
TWM
999
Topsail Wealth Management
North Carolina
$1.45M +$37.7K +158 +2%
SWA
1000
Sightline Wealth Advisors
Connecticut
$1.44M +$128K +537 +9%
38 39
40
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