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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
CSIC
1026
Clifford Swan Investment Counsel
California
$1.52M +$51.6K +208 +4%
CMBA
1027
C.M. Bidwell & Associates
Hawaii
$1.52M +$83.3K +336 +6%
TP
1028
Tranquility Partners
Tennessee
$1.52M -$1.98K -8 -0.1%
MAS
1029
Madden Advisory Services
Florida
$1.52M -$15.1K -61 -1%
CT
1030
Colonial Trust
South Carolina
$1.51M +$385K +1,553 +35%
AG
1031
AlTi Global
New York
$1.51M -$252K -1,015 -15%
WJWM
1032
Williams Jones Wealth Management
New York
$1.51M -$174K -702 -11%
KCM
1033
Kendall Capital Management
Maryland
$1.5M – – –
DWM
1034
Dogwood Wealth Management
Kansas
$1.5M – – –
RGF
1035
Retirement Guys Formula
Ohio
$1.5M -$49.1K -198 -3%
CFP
1036
Cascade Financial Partners
California
$1.5M -$3.47K -14 -0.2%
GKIM
1037
GW&K Investment Management
Massachusetts
$1.49M -$1.98K -8 -0.1%
KP
1038
Keel Point
Alabama
$1.48M -$119K -479 -8%
SWM
1039
SFG Wealth Management
Maryland
$1.48M -$774K -3,121 -35%
CCC
1040
Compass Capital Corp
Massachusetts
$1.48M -$12.4K -50 -0.9%
RWM
1041
Rockwood Wealth Management
Pennsylvania
$1.47M -$11.9K -48 -0.8%
LPAM
1042
Lodestar Private Asset Management
California
$1.47M +$106K +427 +8%
CWA
1043
Cornerstone Wealth Advisors
Minnesota
$1.46M -$2.23K -9 -0.2%
GT
1044
Greenleaf Trust
Michigan
$1.46M -$14.6K -59 -1%
HNWAG
1045
High Net Worth Advisory Group
Florida
$1.46M +$437K +1,763 +44%
MFWM
1046
Motley Fool Wealth Management
Virginia
$1.46M -$16.4K -66 -1%
KIA
1047
KCM Investment Advisors
California
$1.46M -$7.19K -29 -0.5%
GC
1048
Grange Capital
Oregon
$1.46M -$52.8K -213 -4%
FLPIM
1049
F.L. Putnam Investment Management
Massachusetts
$1.45M -$198K -798 -12%
IF
1050
Intrua Financial
Texas
$1.45M +$1.42M +5,713 New
40 41
42
43 44