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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
EA
1126
Eudaimonia Advisors
Tennessee
$570K +$97.5K +516 +22%
TCBWMS
1127
Texas Capital Bank Wealth Management Services
Texas
$570K – – –
HAS
1128
HBW Advisory Services
California
$570K -$1.89K -10 -0.3%
BCM
1129
Becker Capital Management
Oregon
$570K +$35.1K +186 +7%
ZCM
1130
Ziegler Capital Management
Illinois
$568K -$363K -1,922 -40%
SWA
1131
Sax Wealth Advisors
New Jersey
$563K +$41.8K +221 +8%
CFO
1132
CVA Family Office
Colorado
$561K – – –
AG
1133
Advocate Group
Minnesota
$556K -$6.05K -32 -1%
EWM
1134
Evergreen Wealth Management
Michigan
$556K -$13.4K -71 -2%
PSCM
1135
Per Stirling Capital Management
Texas
$552K -$101K -537 -16%
HWM
1136
Hohimer Wealth Management
Washington
$551K +$266K +1,408 +103%
NWM
1137
Northwest Wealth Management
Iowa
$548K -$190K -1,005 -27%
BBNB
1138
Baker Boyer National Bank
Washington
$546K -$351K -1,859 -40%
PFBT
1139
Parkside Financial Bank & Trust
Missouri
$546K -$47.2K -250 -8%
CCA
1140
Cobblestone Capital Advisors
New York
$546K -$5.67K -30 -1%
BFG
1141
Bouchey Financial Group
New York
$545K -$16.4K -87 -3%
AF
1142
Apexium Financial
Texas
$544K +$517K +2,737 New
ADL
1143
Asset Dedication LLC
California
$544K -$7.94K -42 -2%
CAAM
1144
Cornerstone Advisors Asset Management
Pennsylvania
$543K +$3.59K +19 +0.7%
VWA
1145
V Wealth Advisors
Kansas
$541K -$29.1K -154 -5%
SIC
1146
Sigma Investment Counselors
Michigan
$538K -$3.97K -21 -0.8%
COCM
1147
Charter Oak Capital Management
New Hampshire
$536K +$48.6K +257 +11%
SWM
1148
Selective Wealth Management
Virginia
$534K +$505K +2,672 New
AAG
1149
Armstrong Advisory Group
Massachusetts
$533K -$28.2K -149 -5%
EWP
1150
Elevation Wealth Partners
California
$533K -$26.6K -141 -5%
44 45
46
47 48