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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
1251
Westside Investment Management
California
$367K +$255K +1,378 +14%
CWS
1252
Confluence Wealth Services
Pennsylvania
$366K -$36.3K -196 -9%
NPF
1253
Norris Perne & French
Michigan
$365K – – –
UL
1254
Unionview LLC
Washington
$364K +$7.97K +43 +2%
RMCM
1255
Reynders McVeigh Capital Management
Massachusetts
$364K -$140K -755 -28%
MWM
1256
Merriman Wealth Management
Washington
$364K +$6.3K +34 +2%
LFA
1257
LifeGuide Financial Advisors
Pennsylvania
$363K – – –
WAM
1258
WNY Asset Management
New York
$363K -$11.3K -61 -3%
IA
1259
Insight Advisors
Pennsylvania
$362K -$9.82K -53 -3%
RPSA
1260
Richard P. Slaughter Associates
Texas
$361K +$15K +81 +4%
MFG
1261
MidWestOne Financial Group
Iowa
$361K +$95.3K +514 +35%
AWC
1262
Adamsbrown Wealth Consultants
Kansas
$360K – – –
APW
1263
Austin Private Wealth
Texas
$360K +$140K +758 +63%
TFA
1264
Triad Financial Advisors
North Carolina
$357K +$10.4K +56 +3%
OBGC
1265
O'Brien Greene & Co
Pennsylvania
$356K -$719K -3,880 -67%
PCA
1266
Pallas Capital Advisors
Massachusetts
$352K -$4.45K -24 -1%
JWBC
1267
John W. Brooker & Co
California
$352K +$77.3K +417 +28%
HT
1268
HighTower Trust
Texas
$352K – – –
SKK
1269
Shepherd Kaplan Krochuk
Massachusetts
$351K +$355K +1,913 New
FWTB
1270
First Western Trust Bank
Colorado
$349K -$8.53K -46 -2%
HGWM
1271
Horst & Graben Wealth Management
Oregon
$348K -$371 -2 -0.1%
SFO
1272
Stokes Family Office
Louisiana
$348K -$11.9K -64 -3%
AFA
1273
Alpha Financial Advisors
North Carolina
$348K +$351K +1,895 New
ACA
1274
Atlas Capital Advisors
Wyoming
$346K +$53.2K +287 +18%
TI
1275
Trexquant Investment
Connecticut
$346K -$79.5K -429 -19%
49 50
51
52 53