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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
1126
Meeder Asset Management
Ohio
$561K +$186K +935 +46%
MPCG
1127
Matrix Private Capital Group
New York
$559K – – –
CI
1128
Chartist Inc
California
$559K -$65.4K -328 -10%
OWA
1129
Outlook Wealth Advisors
Texas
$558K -$3.19K -16 -0.5%
KCM
1130
Kendall Capital Management
Maryland
$553K +$69.7K +350 +14%
FNB
1131
Farmers National Bank
Kentucky
$551K +$3.59K +18 +0.6%
BCM
1132
Becker Capital Management
Oregon
$548K +$6.38K +32 +1%
CAS
1133
Coppell Advisory Solutions
Texas
$545K +$240K +1,204 +68%
TCBWMS
1134
Texas Capital Bank Wealth Management Services
Texas
$542K – – –
EP
1135
Eudaimonia Partners
Tennessee
$540K -$5.18K -26 -0.9%
FWM
1136
Fingerlakes Wealth Management
New York
$540K -$34.7K -174 -6%
ZCM
1137
Ziegler Capital Management
Illinois
$540K – – –
BBNB
1138
Baker Boyer National Bank
Washington
$540K +$21.7K +109 +4%
BFA
1139
Buttonwood Financial Advisors
Maryland
$538K +$140K +702 +33%
MCG
1140
McCollum Christoferson Group
New York
$537K -$84.7K -425 -13%
EL
1141
EWA LLC
Pennsylvania
$536K +$2.19K +11 +0.4%
PA
1142
PFW Advisors
Georgia
$536K – – –
FNWM
1143
Financial Network Wealth Management
Utah
$534K +$3.59K +18 +0.6%
CFO
1144
CVA Family Office
Colorado
$533K – – –
ADL
1145
Asset Dedication LLC
California
$531K +$14.1K +71 +3%
MM
1146
Meridian Management
Arkansas
$530K -$68.1K -342 -11%
OWP
1147
Obermeyer Wealth Partners
Colorado
$529K -$35.9K -180 -6%
MA
1148
MJP Associates
Connecticut
$527K -$35.3K -177 -6%
AA
1149
Advisory Alpha
Michigan
$526K -$40K -201 -7%
ONB
1150
Old National Bancorp
Indiana
$524K -$80.5K -404 -13%
44 45
46
47 48