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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1151
Penobscot Wealth Management
Maine
$532K -$1.7K -9 -0.3%
BB
1152
Bell Bank
North Dakota
$532K – – –
KWA
1153
Kingswood Wealth Advisors
California
$530K +$503K +2,664 New
SWM
1154
SFG Wealth Management
Maryland
$523K +$32.9K +174 +7%
ERWM
1155
Elk River Wealth Management
Colorado
$522K -$378 -2 -0.1%
RWMH
1156
Riverpoint Wealth Management Holdings
Illinois
$515K +$1.7K +9 +0.3%
KCM
1157
Kendall Capital Management
Maryland
$512K -$10K -53 -2%
TWP
1158
Total Wealth Planning
Ohio
$511K -$945 -5 -0.2%
PCA
1159
Pallas Capital Advisors
Massachusetts
$510K +$133K +706 +40%
SBH
1160
Segall Bryant & Hamill
Illinois
$510K -$69.4K -367 -13%
HSA
1161
HBK Sorce Advisory
Pennsylvania
$509K +$20.6K +109 +4%
FWIA
1162
Fort Washington Investment Advisors
Ohio
$508K +$19.7K +104 +4%
SEIA
1163
Signature Estate & Investment Advisors
California
$505K -$31K -164 -6%
CAG
1164
Csenge Advisory Group
Florida
$503K +$260K +1,377 +119%
JEST
1165
JTC Employer Solutions Trustee
Jersey
$502K – – –
FWM
1166
Focused Wealth Management
New York
$499K -$2.65K -14 -0.6%
MC
1167
Montag & Caldwell
Georgia
$497K +$56.7K +300 +14%
SIA
1168
Schechter Investment Advisors
Michigan
$497K -$6.42K -34 -1%
CFP
1169
Catalyst Financial Partners
Massachusetts
$497K +$72.9K +386 +18%
JSW
1170
Journey Strategic Wealth
New Jersey
$497K -$77.3K -409 -14%
ICG
1171
InterOcean Capital Group
Tennessee
$496K +$145K +768 +44%
CT
1172
Colonial Trust
South Carolina
$494K -$25.5K -135 -5%
PWW
1173
Pettyjohn Wood & White
Virginia
$493K +$38K +201 +9%
WCWM
1174
Willow Creek Wealth Management
California
$492K +$11.7K +62 +3%
BBHC
1175
Brown Brothers Harriman & Co
New York
$492K – – –
45 46
47
48 49