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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
OBGC
1276
O'Brien Greene & Co
Pennsylvania
$334K -$34.9K -180 -9%
TWM
1277
Tolleson Wealth Management
Texas
$334K – – –
QPWM
1278
Quadrant Private Wealth Management
Pennsylvania
$332K – – –
BCM
1279
Basso Capital Management
Connecticut
$332K – – –
ACA
1280
Atlas Capital Advisors
Wyoming
$331K -$27.5K -142 -8%
IWA
1281
Inspirion Wealth Advisors
Illinois
$330K -$1.55K -8 -0.5%
ACM
1282
Advisors Capital Management
New Jersey
$330K +$71.2K +367 +27%
TW
1283
TrinityPoint Wealth
Connecticut
$329K +$1.36K +7 +0.4%
GAM
1284
GEM Asset Management
Michigan
$328K +$1.36K +7 +0.4%
TI
1285
Trexquant Investment
Connecticut
$328K -$29.7K -153 -8%
TA
1286
TFB Advisors
Kansas
$328K +$4.07K +21 +1%
WW
1287
Waterfront Wealth
Kansas
$328K +$12.2K +63 +4%
ICG
1288
InterOcean Capital Group
Tennessee
$327K -$140K -723 -30%
RFP
1289
Root Financial Partners
California
$327K +$335K +1,726 New
FWA
1290
FOCUS Wealth Advisors
Texas
$325K +$333K +1,717 New
KW
1291
KWB Wealth
California
$325K – – –
LA
1292
LexAurum Advisors
Kansas
$324K -$507K -2,612 -60%
CT
1293
Clearstead Trust
Maine
$323K -$93.1K -480 -22%
VT
1294
Vise Technologies
New York
$320K +$13.6K +70 +4%
EP
1295
Eudaimonia Partners
Tennessee
$318K +$63.4K +327 +24%
ECG
1296
EPIQ Capital Group
California
$316K +$1.16K +6 +0.4%
FCM
1297
Fortis Capital Management
Washington
$315K -$3.3K -17 -1%
TFA
1298
Triad Financial Advisors
North Carolina
$315K -$54.9K -283 -15%
VAS
1299
Vestmark Advisory Solutions
Massachusetts
$314K -$194 -1 -0.1%
LWM
1300
LJI Wealth Management
Indiana
$314K – – –
50 51
52
53 54