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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
WCA
1076
Westover Capital Advisors
Delaware
$1.88M -$1.15K -4 -0.1%
WJWM
1077
Williams Jones Wealth Management
New York
$1.88M -$40.1K -140 -2%
DF
1078
Downshift Financial
Colorado
$1.88M -$13.5K -47 -0.8%
PWM
1079
Pines Wealth Management
North Carolina
$1.87M +$96.3K +336 +6%
SSWG
1080
Seven Springs Wealth Group
Tennessee
$1.87M – – –
BCP
1081
Berkeley Capital Partners
Georgia
$1.86M -$4.87K -17 -0.3%
QCG
1082
Quadrant Capital Group
Ohio
$1.86M – – –
PEWA
1083
Pacific Excel Wealth Advisors
California
$1.86M +$1.76M +6,137 New
HFO
1084
Heritage Family Offices
Arizona
$1.86M +$659K +2,298 +60%
JSA
1085
Jim Saulnier & Associates
Colorado
$1.86M +$1.16M +4,046 +194%
LC
1086
Luminist Capital
Michigan
$1.86M +$114K +399 +7%
TP
1087
Tranquility Partners
Tennessee
$1.85M +$12.9K +45 +0.7%
CF
1088
Calder Financial
Pennsylvania
$1.84M -$173K -603 -9%
RWM
1089
Rockwood Wealth Management
Pennsylvania
$1.83M +$63K +220 +4%
CMBA
1090
C.M. Bidwell & Associates
Hawaii
$1.83M +$75.7K +264 +5%
MAM
1091
Marquette Asset Management
Minnesota
$1.83M -$32.4K -113 -2%
IBOK
1092
Independence Bank of Kentucky
Kentucky
$1.82M -$8.6K -30 -0.5%
MSFS
1093
Main Street Financial Solutions
Pennsylvania
$1.82M -$3.73K -13 -0.2%
RBC
1094
Romano Brothers & Co
Illinois
$1.82M – – –
HNWAG
1095
High Net Worth Advisory Group
Florida
$1.82M -$55.3K -193 -3%
KCM
1096
Kendall Capital Management
Maryland
$1.8M +$12.3K +43 +0.7%
BIA
1097
Bell Investment Advisors
California
$1.8M -$26.1K -91 -2%
CWM
1098
Consultiva Wealth Management
Puerto Rico
$1.8M +$456K +1,590 +37%
PS
1099
Planning Strategies
Pennsylvania
$1.8M +$1.7M +5,930 New
SFB
1100
STAR Financial Bank
Indiana
$1.79M -$23.8K -83 -1%
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44
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