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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
LPAM
1076
Lodestar Private Asset Management
California
$1.59M +$98.2K +363 +6%
SPWM
1077
Schrum Private Wealth Management
Florida
$1.59M +$33K +122 +2%
IBOK
1078
Independence Bank of Kentucky
Kentucky
$1.58M +$69.8K +258 +4%
TP
1079
Tranquility Partners
Tennessee
$1.58M +$91.5K +338 +6%
BIA
1080
Bell Investment Advisors
California
$1.58M -$86.9K -321 -5%
HH
1081
Hilltop Holdings
Texas
$1.58M -$257K -950 -14%
MSFS
1082
Main Street Financial Solutions
Pennsylvania
$1.58M -$619K -2,286 -28%
AG
1083
Ascent Group
Virginia
$1.57M -$108K -400 -6%
SFB
1084
STAR Financial Bank
Indiana
$1.57M -$213K -787 -12%
WIA
1085
Westview Investment Advisors
Vermont
$1.57M +$474K +1,750 +41%
RBC
1086
Romano Brothers & Co
Illinois
$1.57M -$37.1K -137 -2%
GWMIA
1087
Global Wealth Management Investment Advisory
Florida
$1.57M -$78.5K -290 -5%
UWM
1088
USAdvisors Wealth Management
Minnesota
$1.56M -$15.7K -58 -0.9%
EFG
1089
Everhart Financial Group
Ohio
$1.56M -$18.1K -67 -1%
CFP
1090
Cascade Financial Partners
California
$1.55M +$11.9K +44 +0.7%
FB
1091
Fulton Bank
Pennsylvania
$1.55M – – –
KCM
1092
Kendall Capital Management
Maryland
$1.55M – – –
SW
1093
Simplicity Wealth
New Jersey
$1.55M -$785K -2,899 -33%
TFO
1094
Tarbox Family Office
California
$1.55M -$353K -1,306 -18%
CWMGO
1095
Capstone Wealth Management Group (Oregon)
Oregon
$1.55M +$119K +438 +8%
KP
1096
Keel Point
Alabama
$1.54M +$41.7K +154 +3%
AWM
1097
Aprio Wealth Management
Georgia
$1.54M +$499K +1,844 +46%
DWM
1098
Dogwood Wealth Management
Kansas
$1.54M – – –
TCA
1099
Transcend Capital Advisors
New Jersey
$1.53M -$49K -181 -3%
SWM
1100
SigFig Wealth Management
California
$1.53M -$145K -535 -8%
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