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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
SDAM
1226
Shulman DeMeo Asset Management
New York
$219K +$222K +1,000 New
RE
1227
RBC Europe
United Kingdom
$218K -$5.56K -25 -2%
TVAMP
1228
Tennessee Valley Asset Management Partners
Tennessee
$218K +$222K +997 New
RIS
1229
Retirement Income Solutions
Michigan
$217K – – –
CRC
1230
Curi RMB Capital
Illinois
$217K +$221K +992 New
V
1231
VeraBank
Texas
$217K +$221K +994 New
CA
1232
Cornerstone Advisory
Maryland
$216K – – –
TF
1233
TimeScale Financial
Massachusetts
$213K -$21.6K -97 -9%
CT
1234
Columbia Trust
Oregon
$213K -$5.56K -25 -3%
WA1
1235
Wimmer Associates 1
California
$213K -$2.67K -12 -1%
SAM
1236
Synergy Asset Management
Washington
$213K +$445 +2 +0.2%
SBF
1237
Sara-Bay Financial
Florida
$213K +$2.67K +12 +1%
LBC
1238
Lowe Brockenbrough & Co
Virginia
$210K -$18.5K -83 -8%
BMM
1239
Buffington Mohr McNeal
Idaho
$209K – – –
DAC
1240
Dividend Assets Capital
South Carolina
$206K -$67.1K -302 -24%
FG
1241
Foster Group
Iowa
$203K -$12K -54 -6%
PWA
1242
Physician Wealth Advisors
Utah
$202K -$50.9K -229 -20%
AA
1243
AlphaMark Advisors
Kentucky
$202K -$11.1K -50 -5%
EGA
1244
Eagle Global Advisors
Texas
$202K -$1.11K -5 -0.5%
GKWIM
1245
Gerber Kawasaki Wealth & Investment Management
California
$197K -$117K -528 -37%
HR
1246
Howe & Rusling
New York
$195K – – –
CL
1247
Cabana LLC
Arkansas
$193K +$187K +843 New
TC
1248
Truvestments Capital
Florida
$191K +$185K +830 +1,930%
RCM
1249
Rain Capital Management
Oregon
$186K -$47.1K -212 -20%
SAM
1250
Strategic Asset Management
Minnesota
$185K +$184K +826 New
48 49
50
51 52