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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
LNWWM
1051
Laird Norton Wetherby Wealth Management
California
$1.45M +$126K +507 +10%
CWG
1052
Cornerstone Wealth Group
North Carolina
$1.44M -$26.5K -107 -2%
IBOK
1053
Independence Bank of Kentucky
Kentucky
$1.44M +$43.4K +175 +3%
CPSC
1054
Carl P. Sherr & Co
Massachusetts
$1.44M +$43.9K +177 +3%
MIC
1055
Meridian Investment Counsel
California
$1.44M +$274K +1,104 +24%
FB
1056
Fulton Bank
Pennsylvania
$1.44M -$670K -2,700 -32%
KFP
1057
KMG Fiduciary Partners
Ohio
$1.44M +$248 +1 +0%
CSF
1058
Capital Squared Financial
Maryland
$1.43M +$593K +2,390 +74%
FFA
1059
Founders Financial Alliance
North Carolina
$1.42M -$28.8K -116 -2%
MWM
1060
MorganRosel Wealth Management
Colorado
$1.41M +$101K +409 +8%
DFC
1061
DBK Financial Counsel
Ohio
$1.41M -$13.9K -56 -1%
HG
1062
Harbor Group
New Hampshire
$1.41M -$63.2K -255 -4%
AF
1063
Amara Financial
California
$1.4M +$1.24K +5 +0.1%
MPWS
1064
McCarter Private Wealth Services
Massachusetts
$1.39M +$325K +1,309 +31%
BPC
1065
Bearing Point Capital
Minnesota
$1.39M +$9.92K +40 +0.7%
LC
1066
Luminist Capital
Michigan
$1.38M +$136K +550 +11%
DWM
1067
Defined Wealth Management
Oregon
$1.38M -$4.22K -17 -0.3%
SWM
1068
Spire Wealth Management
Virginia
$1.38M -$30.8K -124 -2%
CAM
1069
Cidel Asset Management
Ontario, Canada
$1.38M – – –
EFG
1070
Everhart Financial Group
Ohio
$1.38M +$66.5K +268 +5%
GCM
1071
Generation Capital Management
New York
$1.38M +$408K +1,645 +44%
KWMG
1072
King Wealth Management Group
Florida
$1.37M – – –
DAS
1073
DMKC Advisory Services
Iowa
$1.37M +$183K +738 +16%
FHC
1074
First Horizon Corporation
Tennessee
$1.36M +$1.33M +5,343 New
MSF
1075
Mustard Seed Financial
Arkansas
$1.36M +$134K +541 +11%
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