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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1276
Mittelman Wealth Management
Massachusetts
$572K +$538K +2,501 New
TNB
1277
Thomasville National Bank
Georgia
$571K -$10.8K -50 -2%
SC
1278
Searle & Co
Connecticut
$571K – – –
SWM
1279
SFG Wealth Management
Maryland
$571K +$63.2K +294 +13%
JWM
1280
Janiczek Wealth Management
Colorado
$570K +$400K +1,859 +293%
PA
1281
PFW Advisors
Georgia
$570K – – –
OWA
1282
Outlook Wealth Advisors
Texas
$569K -$97.7K -454 -15%
FRA
1283
Front Row Advisors
California
$569K +$164K +764 +44%
PWM
1284
Penobscot Wealth Management
Maine
$568K -$68K -316 -11%
EWP
1285
Elevation Wealth Partners
California
$564K -$38.1K -177 -7%
TPA
1286
Trivium Point Advisory
Connecticut
$563K +$92.3K +429 +21%
BFC
1287
Bedel Financial Consulting
Indiana
$562K +$43.9K +204 +9%
PC
1288
Pecaut & Co
Iowa
$559K -$8.39K -39 -2%
NF
1289
Nikulski Financial
Iowa
$559K +$20.4K +95 +4%
MIC
1290
Meridian Investment Counsel
California
$558K +$137K +638 +35%
SFPG
1291
Stonebridge Financial Planning Group
Florida
$557K +$24.7K +115 +5%
KFSC
1292
Keystone Financial Services (Colorado)
Colorado
$555K +$1.94K +9 +0.4%
TCBWMS
1293
Texas Capital Bank Wealth Management Services
Texas
$555K +$35.1K +163 +7%
BB
1294
Bell Bank
North Dakota
$553K – – –
RFP
1295
Root Financial Partners
California
$553K -$3.87K -18 -0.7%
GCM
1296
Glaxis Capital Management
Florida
$548K +$1.51K +7 +0.3%
BFA
1297
Buttonwood Financial Advisors
Maryland
$548K -$16.1K -75 -3%
GD
1298
Grandfield & Dodd
New York
$546K – – –
PAA
1299
Peregrine Asset Advisers
Oregon
$545K -$12.7K -59 -2%
1WM
1300
1900 Wealth Management
Texas
$545K -$134K -623 -21%
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