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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
TVWM
1226
Tower View Wealth Management
Wisconsin
$396K +$44.7K +241 +13%
PL
1227
Plancorp LLC
Missouri
$394K -$18.9K -102 -5%
CFO
1228
Callan Family Office
Pennsylvania
$394K +$397K +2,144 New
FIB
1229
First Interstate Bank
Montana
$393K -$10.4K -56 -3%
CRC
1230
Curi RMB Capital
Illinois
$391K +$395K +2,131 New
AT
1231
Arden Trust
Delaware
$391K – – –
CIP
1232
Champlain Investment Partners
Vermont
$391K +$395K +2,130 New
SFS
1233
Stiles Financial Services
Minnesota
$390K +$240K +1,295 New
WDG
1234
Wealth Dimensions Group
Ohio
$387K -$55.8K -301 -12%
HWA
1235
HHM Wealth Advisors
Tennessee
$387K +$384K +2,074 +5,926%
PC
1236
Pecaut & Co
Iowa
$387K +$71.7K +387 +23%
PWW
1237
Pettyjohn Wood & White
Virginia
$385K +$34.7K +187 +10%
CAM
1238
Crestone Asset Management
Colorado
$383K +$121K +654 +46%
MW
1239
MBL Wealth
North Carolina
$383K +$34.3K +185 +10%
MTIC
1240
Missouri Trust & Investment Company
Missouri
$382K +$4.63K +25 +1%
BWA
1241
Bordeaux Wealth Advisors
California
$379K +$19.3K +104 +5%
PB
1242
Pinnacle Bancorp
Nebraska
$375K -$3.34K -18 -0.9%
MWM
1243
MorganRosel Wealth Management
Colorado
$374K +$53.9K +291 +17%
WFS
1244
Weitzel Financial Services
Iowa
$373K -$927 -5 -0.2%
KFS
1245
Kelly Financial Services
Massachusetts
$372K +$18.5K +100 +5%
MAM
1246
Meeder Asset Management
Ohio
$371K -$1.02M -5,488 -73%
GAM
1247
Griffin Asset Management
New York
$371K +$9.82K +53 +3%
ST
1248
Spinnaker Trust
Maine
$371K -$31.9K -172 -8%
CCG
1249
Cypress Capital Group
Florida
$369K – – –
MAM
1250
McCarthy Asset Management
California
$367K +$1.67K +9 +0.5%
48 49
50
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